2023 Form 5500 filing — Ceom Stock Bonus Plan And Trust

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 20241009085823NAL0018931297001) for Ceom Stock Bonus Plan And Trust, reported by Commercial Energy Of Montana, Inc. under EIN 84-1413218 and plan number 001. It reports 52 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.8MReported net assets$16,763,352
Participants52
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241009085823NAL0018931297001
Plan sponsor
Commercial Energy Of Montana, Inc.
EIN
84-1413218
Plan number
001
Location
Oakland, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.8M total assets
Net assets$16.8MLiabilities
Money in vs. money out
Total income / additions$6.8M
Total expenses$288.6K
Benefits paid / distributions$262.4K
Contributions
Employer$470K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$16,763,352
Net assets (EOY)
$16,763,352
Employer contributions
$470,000
Total income / additions
$6,812,597
Benefits paid
$262,383
Administrative expenses
$26,257
Total expenses
$288,640
Net increase / (decrease)
$6,523,957

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009085823NAL0018931297001 cover?
It is the 2023 Form 5500 filing for Ceom Stock Bonus Plan And Trust, reported by Commercial Energy Of Montana, Inc. (EIN 84-1413218).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages