California Bank Of Commerce Profit Sharing 401(K) Plan — Form 5500 plan (California Bank Of Commerce)
Plain-English plan 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, California Bank Of Commerce Profit Sharing 401(K) Plan is a benefit plan reported by California Bank Of Commerce under EIN 20-4302114 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $20,168,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Bank Of Commerce
- EIN
- 20-4302114
- Plan number
- 001
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $20,168,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20240620120001NAL0001370609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,168,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,168,007
- Net assets (BOY)
- $15,050,151
Income & contributions
- Employer contributions
- $785,530
- Participant contributions
- $2,170,208
- Total contributions
- $3,061,672
- Total income / additions
- $5,792,574
Expenses & distributions
- Benefits paid
- $669,439
- Administrative expenses
- $5,279
- Total expenses
- $674,718
- Net increase / (decrease)
- $5,117,856
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory | NONE | $0 | $38,744 | 2023 |
| American United Life Insurace Co | NONE | $1,484 | not reported in the loaded dataset | 2023 |