Core Bank Profit Sharing Plan And Trust — Form 5500 plan (Core 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, Core Bank Profit Sharing Plan And Trust is a benefit plan reported by Core Bank under EIN 47-0804165 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $13,926,354 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Core Bank
- EIN
- 47-0804165
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $13,926,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20241008124507NAL0033691906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,926,354
- Net assets (EOY)
- $13,926,354
- Net assets (BOY)
- $11,012,211
Income & contributions
- Employer contributions
- $491,627
- Participant contributions
- $996,556
- Total contributions
- $1,726,431
- Total income / additions
- $3,927,744
Expenses & distributions
- Benefits paid
- $969,054
- Administrative expenses
- $44,547
- Total expenses
- $1,013,601
- Net increase / (decrease)
- $2,914,143
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Security National Bank | TRUSTEE | $41,070 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $3,477 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 | 2023 |