Community First Bank 401(K) Profit Sharing Plan — Form 5500 plan (Community First Bank)
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 401(K) Profit Sharing Plan is a benefit plan reported by Community First Bank under EIN 39-0176540 and plan number 002. The latest loaded filing year is 2023. The filing reports 127 participants and $12,628,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community First Bank
- EIN
- 39-0176540
- Plan number
- 002
- Plan type
- 2
- Location
- Boscobel, WI
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $12,628,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20240920093524NAL0002875523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,628,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,628,429
- Net assets (BOY)
- $10,542,787
Income & contributions
- Employer contributions
- $150,515
- Participant contributions
- $579,643
- Total contributions
- $897,655
- Total income / additions
- $2,436,786
Expenses & distributions
- Benefits paid
- $284,647
- Administrative expenses
- $54,849
- Total expenses
- $351,144
- Net increase / (decrease)
- $2,085,642
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trust Point Inc | NONE | $54,849 | not reported in the loaded dataset | 2023 |