Commercial Bank & Trust Of Pa Employees' Profit Sharing Retirement Plan — Form 5500 plan (Commercial Bank & Trust Of Pa)
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 Bank & Trust Of Pa Employees' Profit Sharing Retirement Plan is a benefit plan reported by Commercial Bank & Trust Of Pa under EIN 25-0415360 and plan number 001. The latest loaded filing year is 2023. The filing reports 105 participants and $17,617,696 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Commercial Bank & Trust Of Pa
- EIN
- 25-0415360
- Plan number
- 001
- Plan type
- 2
- Location
- Latrobe, PA
- Latest filing year
- 2023
- Participants
- 105
- End-of-year plan assets
- $17,617,696
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 105 | H, C | 20240722102330NAL0005742707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,617,696
- Total liabilities (EOY)
- $29,257
- Net assets (EOY)
- $17,588,439
- Net assets (BOY)
- $16,705,171
Income & contributions
- Employer contributions
- $247,272
- Participant contributions
- $258,839
- Total contributions
- $506,111
- Total income / additions
- $3,067,518
Expenses & distributions
- Benefits paid
- $2,169,246
- Administrative expenses
- $15,004
- Total expenses
- $2,184,250
- Net increase / (decrease)
- $883,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | TRUSTEE / RECORDKEEPER | $14,504 | $0 | 2023 |