Commercial Bancgroup, Inc. Retirement Savings Plan — Form 5500 plan (Commercial Bancgroup, 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, Commercial Bancgroup, Inc. Retirement Savings Plan is a benefit plan reported by Commercial Bancgroup, Inc. under EIN 62-1039469 and plan number 003. The latest loaded filing year is 2023. The filing reports 259 participants and $15,815,939 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Commercial Bancgroup, Inc.
EIN
62-1039469
Plan number
003
Plan type
2
Location
Harrogate, TN
Latest filing year
2023
Participants
259
End-of-year plan assets
$15,815,939

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023259H, C20240930115712NAL0009352464001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,815,939
Total liabilities (EOY)
$0
Net assets (EOY)
$15,815,939
Net assets (BOY)
$12,356,149

Income & contributions

Employer contributions
$433,419
Participant contributions
$557,209
Total contributions
$1,002,195
Total income / additions
$3,962,317

Expenses & distributions

Benefits paid
$501,096
Administrative expenses
$1,431
Total expenses
$502,527
Net increase / (decrease)
$3,459,790

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,431$02023

Related Form 5500 pages