2023 Form 5500 filing — Commercial Bancgroup, Inc. Retirement Savings 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 20240930115712NAL0009352464001) for Commercial Bancgroup, Inc. Retirement Savings Plan, reported by Commercial Bancgroup, Inc. under EIN 62-1039469 and plan number 003. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930115712NAL0009352464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Commercial Bancgroup, Inc.
- EIN
- 62-1039469
- Plan number
- 003
- Location
- Harrogate, TN
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,815,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,815,939
- Employer contributions
- $433,419
- Participant contributions
- $557,209
- Total income / additions
- $3,962,317
- Benefits paid
- $501,096
- Administrative expenses
- $1,431
- Total expenses
- $502,527
- Net increase / (decrease)
- $3,459,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,431 | $0 |