Plan5500

2023 Form 5500 filing — City National Bank Profit Sharing Plan

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 20241010175509NAL0020650913001) for City National Bank Profit Sharing Plan, reported by City National Bank under EIN 95-1780067 and plan number 001. It reports 8,129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010175509NAL0020650913001
Filing year
2023
Form type
2
Plan sponsor
City National Bank
EIN
95-1780067
Plan number
001
Location
Los Angeles, CA
Participants
8,129
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,518,842,481
Total liabilities (EOY)
$0
Net assets (EOY)
$1,518,842,481
Employer contributions
$30,775,200
Participant contributions
$71,264,854
Total income / additions
$357,406,091
Benefits paid
$125,017,132
Administrative expenses
$594,132
Total expenses
$125,646,223
Net increase / (decrease)
$231,759,868
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$172,330$0
Oneamerica Retirement Services, LLCRECORDKEEPER$109,707not reported in the loaded dataset
Mercer (Us) IncINVESTMENT ADVISOR$57,375not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$22,625not reported in the loaded dataset
City National BankBROKERAGE & INV MGMT$13,274$0
Matrix Trust CompanyTRUSTEE$0$0
Mscs Fin Services Div Of BroadridgeTRUSTEE$0$0
Us BankSUB-CONTRACTOR OF CNB$0$0

Related Form 5500 pages