Community First Bank Of Indiana 401(K)/ Profit Sharing Plan — Form 5500 plan (Community First Bank Of Indiana)
Plain-English plan 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, Community First Bank Of Indiana 401(K)/ Profit Sharing Plan is a benefit plan reported by Community First Bank Of Indiana under EIN 04-3643394 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $9,589,991 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community First Bank Of Indiana
- EIN
- 04-3643394
- Plan number
- 001
- Plan type
- 2
- Location
- Kokomo, IN
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $9,589,991
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20240625071715NAL0014898354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,589,991
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,589,991
- Net assets (BOY)
- $7,668,573
Income & contributions
- Employer contributions
- $636,675
- Participant contributions
- $522,661
- Total contributions
- $1,329,527
- Total income / additions
- $2,512,265
Expenses & distributions
- Benefits paid
- $521,284
- Administrative expenses
- $69,563
- Total expenses
- $590,847
- Net increase / (decrease)
- $1,921,418
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,699 | $0 | 2023 |
| Rpa Financial, LLC | INVESTMENT ADVISORY | $11,864 | $28 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |