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COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 401k Plan overview

Plan NameCOMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN
Plan identification number 002

COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COMMONWEALTH BANK OF AUSTRALIA has sponsored the creation of one or more 401k plans.

Company Name:COMMONWEALTH BANK OF AUSTRALIA
Employer identification number (EIN):132847964
NAIC Classification:522293
NAIC Description:International Trade Financing

Additional information about COMMONWEALTH BANK OF AUSTRALIA

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1080638

More information about COMMONWEALTH BANK OF AUSTRALIA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01BRETT SMITH BRETT SMITH2018-10-01
0022016-01-01JAMES MACKENZIE
0022015-01-01JAMES MACKENZIE
0022014-01-01DORENE ROSENTHAL2015-07-22
0022013-01-01NYDIA MEDINA2014-10-14
0022012-01-01TIFFANY MIDGETT2013-09-04
0022011-01-01JASNA CAMPEAU2012-09-18
0022009-01-01JASNA M CAMPEAU

Plan Statistics for COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN

401k plan membership statisitcs for COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN

Measure Date Value
2022: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01163
Total number of active participants reported on line 7a of the Form 55002022-01-0190
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0179
Total of all active and inactive participants2022-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01170
Number of participants with account balances2022-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01168
Total number of active participants reported on line 7a of the Form 55002021-01-0186
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0176
Total of all active and inactive participants2021-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01163
Number of participants with account balances2021-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01169
Total number of active participants reported on line 7a of the Form 55002020-01-0187
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01168
Number of participants with account balances2020-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01184
Total number of active participants reported on line 7a of the Form 55002019-01-01102
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01169
Number of participants with account balances2019-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01185
Total number of active participants reported on line 7a of the Form 55002018-01-01149
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01184
Number of participants with account balances2018-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01160
Total number of active participants reported on line 7a of the Form 55002017-01-01152
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01185
Number of participants with account balances2017-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01140
Total number of active participants reported on line 7a of the Form 55002016-01-01120
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01160
Number of participants with account balances2016-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01135
Total number of active participants reported on line 7a of the Form 55002015-01-01105
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01140
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2009: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0153
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0151
Number of participants with account balances2009-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN

Measure Date Value
2022 : COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,957,724
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,060,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,963,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,008,310
Value of total assets at end of year2022-12-31$22,933,306
Value of total assets at beginning of year2022-12-31$27,951,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$96,972
Total interest from all sources2022-12-31$73,312
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$285,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$285,208
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,185,573
Participant contributions at end of year2022-12-31$296,317
Participant contributions at beginning of year2022-12-31$305,516
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,651
Other income not declared elsewhere2022-12-31$-2
Administrative expenses (other) incurred2022-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,017,890
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,933,306
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,951,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$51,889
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,652,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,862,596
Interest on participant loans2022-12-31$13,649
Interest earned on other investments2022-12-31$59,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,984,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,758,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,324,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$810,086
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$24,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,963,194
Contract administrator fees2022-12-31$44,933
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON AND BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,342,484
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,193,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,081,515
Value of total corrective distributions2021-12-31$2,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,130,560
Value of total assets at end of year2021-12-31$27,951,196
Value of total assets at beginning of year2021-12-31$25,802,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$109,418
Total interest from all sources2021-12-31$70,246
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$267,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$267,357
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,143,402
Participant contributions at end of year2021-12-31$305,516
Participant contributions at beginning of year2021-12-31$180,167
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$198,973
Other income not declared elsewhere2021-12-31$3
Administrative expenses (other) incurred2021-12-31$109,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,148,771
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,951,196
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,802,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,862,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,165,523
Interest on participant loans2021-12-31$11,427
Interest earned on other investments2021-12-31$58,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,758,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,456,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,874,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$788,185
Employer contributions (assets) at end of year2021-12-31$24,125
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,081,515
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON AND BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,500,671
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,532,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,446,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,932,209
Value of total assets at end of year2020-12-31$25,802,425
Value of total assets at beginning of year2020-12-31$21,834,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$86,770
Total interest from all sources2020-12-31$64,879
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$280,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$280,581
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,086,006
Participant contributions at end of year2020-12-31$180,167
Participant contributions at beginning of year2020-12-31$150,331
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$50,000
Other income not declared elsewhere2020-12-31$-53,834
Administrative expenses (other) incurred2020-12-31$86,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,967,719
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,802,425
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,834,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,165,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,638,649
Interest on participant loans2020-12-31$8,867
Interest earned on other investments2020-12-31$56,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,456,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,045,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,276,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$796,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,446,182
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON AND BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,316,065
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,754,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,663,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,324,986
Value of total assets at end of year2019-12-31$21,834,706
Value of total assets at beginning of year2019-12-31$19,273,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$90,657
Total interest from all sources2019-12-31$79,579
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$285,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$285,464
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,330,914
Participant contributions at end of year2019-12-31$150,331
Participant contributions at beginning of year2019-12-31$172,730
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$16,772
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$51,594
Other income not declared elsewhere2019-12-31$256
Administrative expenses (other) incurred2019-12-31$90,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,561,650
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,834,706
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,273,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,638,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,744,620
Interest on participant loans2019-12-31$7,326
Interest earned on other investments2019-12-31$72,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,045,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,328,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,625,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$942,478
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$10,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,663,758
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON AND BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,492,424
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,025,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,892,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,265,531
Value of total assets at end of year2018-12-31$19,273,056
Value of total assets at beginning of year2018-12-31$19,805,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$132,879
Total interest from all sources2018-12-31$86,609
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$284,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$284,441
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,702,303
Participant contributions at end of year2018-12-31$172,730
Participant contributions at beginning of year2018-12-31$204,599
Participant contributions at end of year2018-12-31$16,772
Participant contributions at beginning of year2018-12-31$17,930
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$332,067
Other income not declared elsewhere2018-12-31$41,117
Administrative expenses (other) incurred2018-12-31$132,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-532,694
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,273,056
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,805,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,744,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,783,631
Interest on participant loans2018-12-31$10,058
Interest earned on other investments2018-12-31$76,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,328,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,789,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,185,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,231,161
Employer contributions (assets) at end of year2018-12-31$10,431
Employer contributions (assets) at beginning of year2018-12-31$9,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,892,239
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON AND BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,257,987
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,673,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,542,707
Expenses. Certain deemed distributions of participant loans2017-12-31$16,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,440,649
Value of total assets at end of year2017-12-31$19,805,750
Value of total assets at beginning of year2017-12-31$15,221,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$114,477
Total interest from all sources2017-12-31$85,982
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$216,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$216,674
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,728,728
Participant contributions at end of year2017-12-31$204,599
Participant contributions at beginning of year2017-12-31$89,579
Participant contributions at end of year2017-12-31$17,930
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$477,096
Other income not declared elsewhere2017-12-31$81,425
Administrative expenses (other) incurred2017-12-31$114,477
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,584,145
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,805,750
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,221,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,783,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,531,777
Interest on participant loans2017-12-31$8,505
Interest earned on other investments2017-12-31$77,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,789,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,599,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,433,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,234,825
Employer contributions (assets) at end of year2017-12-31$9,854
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,542,707
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARON AND BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,532,736
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,742,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,686,196
Value of total corrective distributions2016-12-31$4,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,575,365
Value of total assets at end of year2016-12-31$15,221,605
Value of total assets at beginning of year2016-12-31$13,430,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,520
Total interest from all sources2016-12-31$63,833
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$155,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$155,112
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,428,866
Participant contributions at end of year2016-12-31$89,579
Participant contributions at beginning of year2016-12-31$147,174
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$150,754
Other income not declared elsewhere2016-12-31$43,689
Administrative expenses (other) incurred2016-12-31$51,520
Total non interest bearing cash at end of year2016-12-31$299
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,790,677
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,221,605
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,430,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,531,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,302,919
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,236,238
Interest on participant loans2016-12-31$3,825
Interest earned on other investments2016-12-31$60,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,599,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,744,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$515,236
Net investment gain/loss from pooled separate accounts2016-12-31$179,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$995,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,686,196
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARON AND BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,700,689
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$966,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$918,797
Value of total corrective distributions2015-12-31$15,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,905,074
Value of total assets at end of year2015-12-31$13,430,928
Value of total assets at beginning of year2015-12-31$11,696,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,650
Total interest from all sources2015-12-31$55,783
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$92,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$92,818
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,326,398
Participant contributions at end of year2015-12-31$147,174
Participant contributions at beginning of year2015-12-31$129,477
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$683,454
Other income not declared elsewhere2015-12-31$30,060
Administrative expenses (other) incurred2015-12-31$31,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,734,549
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,430,928
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,696,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,302,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,265,039
Value of interest in pooled separate accounts at end of year2015-12-31$2,236,238
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,992,318
Interest on participant loans2015-12-31$7,324
Interest earned on other investments2015-12-31$48,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,744,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,309,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-394,477
Net investment gain/loss from pooled separate accounts2015-12-31$11,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$895,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$918,797
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARON AND BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2010 : COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,049,628
Expenses. Total of all expenses incurred2010-12-31$233,697
Benefits paid (including direct rollovers)2010-12-31$233,117
Total plan assets at end of year2010-12-31$4,694,171
Total plan assets at beginning of year2010-12-31$3,878,240
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$356,498
Other income received2010-12-31$468,539
Net income (gross income less expenses)2010-12-31$815,931
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,694,171
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,878,240
Assets. Value of participant loans2010-12-31$117,206
Total contributions received or receivable from employer(s)2010-12-31$224,591
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$580
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN

2022: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2009: COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041084
Policy instance 1
Insurance contract or identification number041084
Number of Individuals Covered170
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041084
Policy instance 1
Insurance contract or identification number041084
Number of Individuals Covered163
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041084
Policy instance 1
Insurance contract or identification number041084
Number of Individuals Covered168
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041084
Policy instance 1
Insurance contract or identification number041084
Number of Individuals Covered169
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041084
Policy instance 1
Insurance contract or identification number041084
Number of Individuals Covered185
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number93629
Policy instance 1
Insurance contract or identification number93629
Number of Individuals Covered140
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-041084
Policy instance 1
Insurance contract or identification numberGA-041084
Number of Individuals Covered51
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,761
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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