Commercial Holdings, LLC 401(K) Plan — Form 5500 plan (Commercial Holdings, LLC)

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, Commercial Holdings, LLC 401(K) Plan is a benefit plan reported by Commercial Holdings, LLC under EIN 04-3743756 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,339 participants and $5,809,084 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Commercial Holdings, LLC
EIN
04-3743756
Plan number
001
Plan type
2
Location
Charleston, WV
Latest filing year
2023
Participants
1,339
End-of-year plan assets
$5,809,084

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,339H, C20241014111047NAL0026006977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,809,084
Total liabilities (EOY)
$0
Net assets (EOY)
$5,809,084
Net assets (BOY)
$11,964,319

Income & contributions

Employer contributions
$80,242
Participant contributions
$413,206
Total contributions
$554,054
Total income / additions
$2,232,386

Expenses & distributions

Benefits paid
$8,271,975
Administrative expenses
$87,760
Total expenses
$8,387,621
Net increase / (decrease)
-$6,155,235

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalNONE$50,343$02023
Forvis Wealth AdvisorsNONE$37,417not reported in the loaded dataset2023

Related Form 5500 pages