Ccb 401(K) Retirement Plan — Form 5500 plan (Country Club Bank)
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, Ccb 401(K) Retirement Plan is a benefit plan reported by Country Club Bank under EIN 44-0574255 and plan number 001. The latest loaded filing year is 2023. The filing reports 519 participants and $73,319,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Country Club Bank
- EIN
- 44-0574255
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 519
- End-of-year plan assets
- $73,319,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 519 | H, C | 20240911121821NAL0011909776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,319,161
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,319,161
- Net assets (BOY)
- $65,173,119
Income & contributions
- Employer contributions
- $1,332,443
- Participant contributions
- $3,199,564
- Total contributions
- $6,259,011
- Total income / additions
- $16,965,608
Expenses & distributions
- Benefits paid
- $8,685,484
- Administrative expenses
- $127,366
- Total expenses
- $8,819,566
- Net increase / (decrease)
- $8,146,042
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $69,414 | $0 | 2023 |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $57,680 | not reported in the loaded dataset | 2023 |
| Empower Financial Services | BROKERAGE SERVICES | $272 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Country Club Bank
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Empower Annuity Insurance Company O — Schedule C compensation
- Intellicents Investment Solutions I — Schedule C compensation
- Empower Financial Services — Schedule C compensation