Community Bancshares, Inc. Employee Stock Ownership Plan — Form 5500 plan (Community Bancshares, 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, Community Bancshares, Inc. Employee Stock Ownership Plan is a benefit plan reported by Community Bancshares, Inc. under EIN 43-1218711 and plan number 003. The latest loaded filing year is 2023. The filing reports 199 participants and $27,041,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Bancshares, Inc.
- EIN
- 43-1218711
- Plan number
- 003
- Plan type
- 2
- Location
- Neosho, MO
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $27,041,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20241011141351NAL0012579171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,041,582
- Total liabilities (EOY)
- $13,520,009
- Net assets (EOY)
- $13,521,573
- Net assets (BOY)
- $12,918,696
Income & contributions
- Employer contributions
- $533,993
- Participant contributions
- $188,169
- Total contributions
- $724,591
- Total income / additions
- $2,409,444
Expenses & distributions
- Benefits paid
- $1,710,184
- Administrative expenses
- $31,506
- Total expenses
- $1,806,567
- Net increase / (decrease)
- $602,877
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Argent Trust Company | TRUSTEE | $8,064 | not reported in the loaded dataset | 2023 |
| Blue Ridge Esop Associates | RECORD KEEPER | $6,972 | not reported in the loaded dataset | 2023 |
| Newport Group | RECORD KEEPER | $4,306 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | ACCOUNTANT | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Bancshares, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Neosho, MO
- Argent Trust Company — Schedule C compensation
- Blue Ridge Esop Associates — Schedule C compensation
- Newport Group — Schedule C compensation
- Forvis, Llp — Schedule C compensation