Commerce Bancshares Of Roswell, Inc. Employee Stock Ownership Plan — Form 5500 plan (Commerce Bancshares Of Roswell, 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, Commerce Bancshares Of Roswell, Inc. Employee Stock Ownership Plan is a benefit plan reported by Commerce Bancshares Of Roswell, Inc under EIN 74-2374017 and plan number 001. The latest loaded filing year is 2023. The filing reports 24 participants and $18,971,857 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Commerce Bancshares Of Roswell, Inc
EIN
74-2374017
Plan number
001
Plan type
2
Location
Roswell, NM
Latest filing year
2023
Participants
24
End-of-year plan assets
$18,971,857

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202324I20240513133426NAL0046007761001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$18,971,857
Net assets (EOY)
$18,971,857
Net assets (BOY)
$15,165,201

Income & contributions

Employer contributions
$359,360
Total income / additions
$4,443,230

Expenses & distributions

Benefits paid
$631,209
Administrative expenses
$5,365
Total expenses
$636,574
Net increase / (decrease)
$3,806,656

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages