Cbos Bankshares, Inc. Employee Stock Ownership Plan With 401(K) Provision — Form 5500 plan (Cbos Bankshares, Inc.)
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, Cbos Bankshares, Inc. Employee Stock Ownership Plan With 401(K) Provision is a benefit plan reported by Cbos Bankshares, Inc. under EIN 20-5533879 and plan number 001. The latest loaded filing year is 2023. The filing reports 42 participants and $3,145,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cbos Bankshares, Inc.
- EIN
- 20-5533879
- Plan number
- 001
- Plan type
- 2
- Location
- Merritt Island, FL
- Latest filing year
- 2023
- Participants
- 42
- End-of-year plan assets
- $3,145,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42 | I | 20240710082458NAL0022435120001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,145,726
- Total liabilities (EOY)
- $2,157
- Net assets (EOY)
- $3,143,569
- Net assets (BOY)
- $3,049,610
Income & contributions
- Employer contributions
- $66,789
- Participant contributions
- $122,891
- Total income / additions
- $240,255
Expenses & distributions
- Benefits paid
- $146,296
- Total expenses
- $146,296
- Net increase / (decrease)
- $93,959
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.