Commerce Bank & Trust Holding Company & Subsidiaries 401(K) Plan — Form 5500 plan (Commerce Bank & 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 & Trust Holding Company & Subsidiaries 401(K) Plan is a benefit plan reported by Commerce Bank & Trust Holding Company under EIN 48-0876926 and plan number 002. The latest loaded filing year is 2023. The filing reports 301 participants and $20,504,784 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Commerce Bank & Trust Holding Company
EIN
48-0876926
Plan number
002
Plan type
2
Location
Topeka, KS
Latest filing year
2023
Participants
301
End-of-year plan assets
$20,504,784

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023301H, C20240919160835NAL0008608432001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,504,784
Total liabilities (EOY)
$0
Net assets (EOY)
$20,504,784
Net assets (BOY)
$17,020,326

Income & contributions

Employer contributions
$543,689
Participant contributions
$1,228,584
Total contributions
$2,046,245
Total income / additions
$5,249,454

Expenses & distributions

Benefits paid
$1,695,886
Administrative expenses
$69,110
Total expenses
$1,764,996
Net increase / (decrease)
$3,484,458

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$51,121$02023
Cliftonlarsonallen LlpACCOUNTANT$17,991not reported in the loaded dataset2023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages