The Commercial Bank Of Ozark 401(K) Profit Sharing Retirement Plan — Form 5500 plan (The Commercial Bank Of Ozark)
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, The Commercial Bank Of Ozark 401(K) Profit Sharing Retirement Plan is a benefit plan reported by The Commercial Bank Of Ozark under EIN 63-0393244 and plan number 001. The latest loaded filing year is 2023. The filing reports 29 participants and $2,955,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Commercial Bank Of Ozark
- EIN
- 63-0393244
- Plan number
- 001
- Plan type
- 2
- Location
- Ozark, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 29 | I | 20240430104840NAL0040168978003 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,955,797
- Net assets (EOY)
- $2,955,797
- Net assets (BOY)
- $2,606,958
Income & contributions
- Employer contributions
- $19,714
- Participant contributions
- $51,289
- Total income / additions
- $409,436
Expenses & distributions
- Benefits paid
- $43,576
- Administrative expenses
- $17,021
- Total expenses
- $60,597
- Net increase / (decrease)
- $348,839
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.