City National Bank Profit Sharing Plan — Form 5500 plan (City National 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, City National Bank Profit Sharing Plan is a benefit plan reported by City National Bank under EIN 95-1780067 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,129 participants and $1,518,842,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- City National Bank
- EIN
- 95-1780067
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 8,129
- End-of-year plan assets
- $1,518,842,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,129 | H, C | 20241010175509NAL0020650913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,518,842,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,518,842,481
- Net assets (BOY)
- $1,287,082,613
Income & contributions
- Employer contributions
- $30,775,200
- Participant contributions
- $71,264,854
- Total contributions
- $128,458,794
- Total income / additions
- $357,406,091
Expenses & distributions
- Benefits paid
- $125,017,132
- Administrative expenses
- $594,132
- Total expenses
- $125,646,223
- Net increase / (decrease)
- $231,759,868
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $172,330 | $0 | 2023 |
| Oneamerica Retirement Services, LLC | RECORDKEEPER | $109,707 | not reported in the loaded dataset | 2023 |
| Mercer (Us) Inc | INVESTMENT ADVISOR | $57,375 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $22,625 | not reported in the loaded dataset | 2023 |
| City National Bank | BROKERAGE & INV MGMT | $13,274 | $0 | 2023 |
| Matrix Trust Company | TRUSTEE | $0 | $0 | 2023 |
| Mscs Fin Services Div Of Broadridge | TRUSTEE | $0 | $0 | 2023 |
| Us Bank | SUB-CONTRACTOR OF CNB | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for City National Bank
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Mercer (Us) Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- City National Bank — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Mscs Fin Services Div Of Broadridge — Schedule C compensation
- Us Bank — Schedule C compensation