Commerce Bank And Trust Holding Company Employee Stock Ownership Plan And Trust — Form 5500 plan (Commerce Bank And Trust Holding Company)
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, Commerce Bank And Trust Holding Company Employee Stock Ownership Plan And Trust is a benefit plan reported by Commerce Bank And Trust Holding Company under EIN 48-0876926 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $33,044,806 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Commerce Bank And Trust Holding Company
- EIN
- 48-0876926
- Plan number
- 001
- Plan type
- 2
- Location
- Topeka, KS
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $33,044,806
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20241009110649NAL0037553842001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,044,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,044,806
- Net assets (BOY)
- $34,096,514
Income & contributions
- Employer contributions
- $75,000
- Total contributions
- $75,000
- Total income / additions
- $2,473,716
Expenses & distributions
- Benefits paid
- $3,446,369
- Administrative expenses
- $79,055
- Total expenses
- $3,525,424
- Net increase / (decrease)
- -$1,051,708
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal | RECORDKEEPER/BOOKKEEPER | $33,555 | not reported in the loaded dataset | 2023 |
| Clifton, Larson, Allen | CONSULTANT | $19,923 | not reported in the loaded dataset | 2023 |
| Bank Advisory Group | VALUATION SERVICES | $16,320 | not reported in the loaded dataset | 2023 |
| Sherman & Howard, LLC | LEGAL | $9,256 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Commerce Bank And Trust Holding Company
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Topeka, KS
- Principal — Schedule C compensation
- Clifton, Larson, Allen — Schedule C compensation
- Bank Advisory Group — Schedule C compensation
- Sherman & Howard, LLC — Schedule C compensation