2023 Form 5500 filing — Cb&S Bank 401(K) 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 20241014102022NAL0013121955001) for Cb&S Bank 401(K) Profit Sharing Plan, reported by Cb&S Bank under EIN 63-0041560 and plan number 002. It reports 809 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)$35.4MReported net assets$35,381,594
Participants809
Provider compensation$81.4K4 Schedule C row(s)$81,432
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014102022NAL0013121955001
Plan sponsor
Cb&S Bank
EIN
63-0041560
Plan number
002
Location
Russellville, AL
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$35.4M total assets
Net assets$35.4MLiabilities$0
Money in vs. money out
Total income / additions$8.3M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$1.5M
Participant$1.8M
Full reported line items
Total assets (EOY)
$35,381,594
Total liabilities (EOY)
$0
Net assets (EOY)
$35,381,594
Employer contributions
$1,544,817
Participant contributions
$1,836,672
Total income / additions
$8,311,182
Benefits paid
$2,094,501
Administrative expenses
$81,432
Total expenses
$2,186,577
Net increase / (decrease)
$6,124,605
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $57.7K
  2. 2
    AUDITOR · Direct $12.8K
  3. 3
    INVESTMENT MGMT · Direct $11K
  4. 4
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014102022NAL0013121955001 cover?
It is the 2023 Form 5500 filing for Cb&S Bank 401(K) Profit Sharing Plan, reported by Cb&S Bank (EIN 63-0041560).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages