2023 Form 5500 filing — Commerce Bank And Trust Holding Company Employee Stock Ownership Plan And Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009110649NAL0037553842001) for Commerce Bank And Trust Holding Company Employee Stock Ownership Plan And Trust, reported by Commerce Bank And Trust Holding Company under EIN 48-0876926 and plan number 001. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009110649NAL0037553842001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Commerce Bank And Trust Holding Company
- EIN
- 48-0876926
- Plan number
- 001
- Location
- Topeka, KS
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,044,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,044,806
- Employer contributions
- $75,000
- Total income / additions
- $2,473,716
- Benefits paid
- $3,446,369
- Administrative expenses
- $79,055
- Total expenses
- $3,525,424
- Net increase / (decrease)
- -$1,051,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal | RECORDKEEPER/BOOKKEEPER | $33,555 | not reported in the loaded dataset |
| Clifton, Larson, Allen | CONSULTANT | $19,923 | not reported in the loaded dataset |
| Bank Advisory Group | VALUATION SERVICES | $16,320 | not reported in the loaded dataset |
| Sherman & Howard, LLC | LEGAL | $9,256 | not reported in the loaded dataset |