2023 Form 5500 filing — California Bank Of Commerce Profit Sharing 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240620120001NAL0001370609001) for California Bank Of Commerce Profit Sharing 401(K) Plan, reported by California Bank Of Commerce under EIN 20-4302114 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$20.2MReported net assets$20,168,007
Participants198
Provider compensation$40.2K2 Schedule C row(s)$40,228
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240620120001NAL0001370609001
- Plan sponsor
- California Bank Of Commerce
- EIN
- 20-4302114
- Plan number
- 001
- Location
- Walnut Creek, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$20.2M total assets
Net assets$20.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $20,168,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,168,007
- Employer contributions
- $785,530
- Participant contributions
- $2,170,208
- Total income / additions
- $5,792,574
- Benefits paid
- $669,439
- Administrative expenses
- $5,279
- Total expenses
- $674,718
- Net increase / (decrease)
- $5,117,856
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory | NONE | $0 | $38,744 |
| American United Life Insurace Co | NONE | $1,484 | not reported in the loaded dataset |