Who sponsors the Commonwealth Bank Of Australia Employees 401k Savings Plan?

Commonwealth Bank Of Australia Employees 401k Savings Plan is reported as sponsored by Commonwealth Bank Of Austrailia (EIN 13-2847964, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Commonwealth Bank Of Australia Employees 401k Savings Plan?

The latest Form 5500 filing year loaded for Commonwealth Bank Of Australia Employees 401k Savings Plan is 2023.

How many participants does Commonwealth Bank Of Australia Employees 401k Savings Plan report?

Commonwealth Bank Of Australia Employees 401k Savings Plan reports 170 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Commonwealth Bank Of Australia Employees 401k Savings Plan?

Commonwealth Bank Of Australia Employees 401k Savings Plan reports $28,244,256 in end-of-year plan assets in its latest loaded Form 5500 filing.

Commonwealth Bank Of Australia Employees 401k Savings Plan — Form 5500 plan (Commonwealth Bank Of Austrailia)

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, Commonwealth Bank Of Australia Employees 401k Savings Plan is a benefit plan reported by Commonwealth Bank Of Austrailia under EIN 13-2847964 and plan number 002. The latest loaded filing year is 2023. The filing reports 170 participants and $28,244,256 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$28.2MPlan net assets, end of year$28,244,256

Participants170Covered participants reported

Assets / participant$166.1KComputed: assets ÷ participants$166,143 (computed)

Provider compensation$99.6K5 Schedule C provider row(s)$99,603

Plan sponsor: Commonwealth Bank Of Austrailia
EIN: 13-2847964
Plan number: 002
Plan type: 2
Location: New York, NY
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	170	H, C	20241014165126NAL0046879776001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$28.2M total assets

Net assets$28.2MLiabilities—

Money in vs. money out

Total income / additions$7.2M

Total expenses$1.8M

Benefits paid / distributions$1.7M

Contributions

Employer$999.3K

Participant$1.4M

Full reported line items

Net assets

Total assets (EOY): $28,244,256
Net assets (EOY): $28,244,256
Net assets (BOY): $22,933,306

Income & contributions

Employer contributions: $999,328
Participant contributions: $1,369,623
Total contributions: $3,469,678
Total income / additions: $7,160,529

Expenses & distributions

Benefits paid: $1,749,976
Administrative expenses: $99,603
Total expenses: $1,849,579
Net increase / (decrease): $5,310,950

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

42%58%

Employer 42%Participant 58%

Total expenses ÷ net assets7%Computed ratio

Benefits paid ÷ total income24%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Prudential Retirement Insurance	NONE	$41,785	$0	2023
Global Retirement Partners LLC	INVESTMENT ADVISOR	$39,587	not reported in the loaded dataset	2023
Bank Of Marin	INVESTMENT ADVISOR	$12,625	not reported in the loaded dataset	2023
Transamerica Retirement Solutions	RECORD KEEPER	$5,606	$0	2023
National Financial Services	SECURITIES BROKER	$0	$0	2023