2023 Form 5500 filing — Commonwealth Bank Of Australia Employees 401k Savings 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 20241014165126NAL0046879776001) for Commonwealth Bank Of Australia Employees 401k Savings Plan, reported by Commonwealth Bank Of Austrailia under EIN 13-2847964 and plan number 002. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$28.2MReported net assets$28,244,256
Participants170
Provider compensation$99.6K5 Schedule C row(s)$99,603
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014165126NAL0046879776001
- Plan sponsor
- Commonwealth Bank Of Austrailia
- EIN
- 13-2847964
- Plan number
- 002
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$28.2M total assets
Net assets$28.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $28,244,256
- Net assets (EOY)
- $28,244,256
- Employer contributions
- $999,328
- Participant contributions
- $1,369,623
- Total income / additions
- $7,160,529
- Benefits paid
- $1,749,976
- Administrative expenses
- $99,603
- Total expenses
- $1,849,579
- Net increase / (decrease)
- $5,310,950
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance | NONE | $41,785 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $39,587 | not reported in the loaded dataset |
| Bank Of Marin | INVESTMENT ADVISOR | $12,625 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $5,606 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |