2023 Form 5500 filing — Commonwealth Bank Of Australia Employees 401k 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 20241014165126NAL0046879776001) for Commonwealth Bank Of Australia Employees 401k Savings Plan, reported by Commonwealth Bank Of Austrailia under EIN 13-2847964 and plan number 002. It reports 170 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)$28.2MReported net assets$28,244,256
Participants170
Provider compensation$99.6K5 Schedule C row(s)$99,603
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014165126NAL0046879776001
Plan sponsor
Commonwealth Bank Of Austrailia
EIN
13-2847964
Plan number
002
Location
New York, NY
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)$28.2M total assets
Net assets$28.2MLiabilities
Money in vs. money out
Total income / additions$7.2M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$999.3K
Participant$1.4M
Full reported line items
Total assets (EOY)
$28,244,256
Net assets (EOY)
$28,244,256
Employer contributions
$999,328
Participant contributions
$1,369,623
Total income / additions
$7,160,529
Benefits paid
$1,749,976
Administrative expenses
$99,603
Total expenses
$1,849,579
Net increase / (decrease)
$5,310,950
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $41.8K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $39.6K
  3. 3
    INVESTMENT ADVISOR · Direct $12.6K
  4. 4
    RECORD KEEPER · Direct $5.6K · Indirect $0
  5. 5
    SECURITIES BROKER · Direct $0 · Indirect $0

Related Form 5500 pages