2023 Form 5500 filing — Community Bank 401k Profit Sharing 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 20241007121125NAL0007557411001) for Community Bank 401k Profit Sharing Plan, reported by Community Bank under EIN 25-0393033 and plan number 002. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007121125NAL0007557411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Bank
- EIN
- 25-0393033
- Plan number
- 002
- Location
- Waynesburg, PA
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,493,386
- Total liabilities (EOY)
- $34,182
- Net assets (EOY)
- $18,459,204
- Employer contributions
- $696,967
- Participant contributions
- $995,469
- Total income / additions
- $4,471,298
- Benefits paid
- $4,319,995
- Administrative expenses
- $68,229
- Total expenses
- $4,388,224
- Net increase / (decrease)
- $83,074
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janney Montgomery Scott, LLC | INVESTMENT ADVISOR | $30,615 | not reported in the loaded dataset |
| Alerus Financial, N.A. | TRUSTEE/ RECORDKEEPER | $21,374 | $0 |
| Dunbar, Bender & Zapf, Inc | THIRD PARTY ADMIN. | $16,240 | not reported in the loaded dataset |