Plan5500

Cb&S Bank 401(K) Profit Sharing Plan — Form 5500 plan (Cb&S 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, Cb&S Bank 401(K) Profit Sharing Plan is a benefit plan reported by Cb&S Bank under EIN 63-0041560 and plan number 002. The latest loaded filing year is 2023. The filing reports 809 participants and $35,381,594 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cb&S Bank
EIN
63-0041560
Plan number
002
Plan type
2
Location
Russellville, AL
Latest filing year
2023
Participants
809
End-of-year plan assets
$35,381,594

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023809H, C20241014102022NAL0013121955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,381,594
Total liabilities (EOY)
$0
Net assets (EOY)
$35,381,594
Net assets (BOY)
$29,256,989

Income & contributions

Employer contributions
$1,544,817
Participant contributions
$1,836,672
Total contributions
$3,430,293
Total income / additions
$8,311,182

Expenses & distributions

Benefits paid
$2,094,501
Administrative expenses
$81,432
Total expenses
$2,186,577
Net increase / (decrease)
$6,124,605

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fnbb Capital Markets LLCINVESTMENT ADVISOR$57,675not reported in the loaded dataset2023
Mauldin & Jenkins LLCAUDITOR$12,750not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$11,007not reported in the loaded dataset2023
Empower Annuity Insurance CompanRECORDKEEPER$0$02023

Related Form 5500 pages