2023 Form 5500 filing — Commercial Holdings, LLC 401(K) 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 20241014111047NAL0026006977001) for Commercial Holdings, LLC 401(K) Plan, reported by Commercial Holdings, LLC under EIN 04-3743756 and plan number 001. It reports 1,339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111047NAL0026006977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Commercial Holdings, LLC
- EIN
- 04-3743756
- Plan number
- 001
- Location
- Charleston, WV
- Participants
- 1,339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,809,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,809,084
- Employer contributions
- $80,242
- Participant contributions
- $413,206
- Total income / additions
- $2,232,386
- Benefits paid
- $8,271,975
- Administrative expenses
- $87,760
- Total expenses
- $8,387,621
- Net increase / (decrease)
- -$6,155,235
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $50,343 | $0 |
| Forvis Wealth Advisors | NONE | $37,417 | not reported in the loaded dataset |