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| Plan Name | CBAO SOCA BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | COMMUNITY BANKERS ASSOCIATION OF OHIO |
| Employer identification number (EIN): | 310898724 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about COMMUNITY BANKERS ASSOCIATION OF OHIO
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1975-07-09 |
| Company Identification Number: | 468960 |
| Legal Registered Office Address: |
8800 LYRA DRIVE SUITE 570 COLUMBUS United States of America (USA) 43240 |
More information about COMMUNITY BANKERS ASSOCIATION OF OHIO
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-05-01 | MATT APPENZELLER | 2024-11-29 | ||
| 501 | 2022-05-01 | MATT APPENZELLER | 2023-11-28 | ||
| 501 | 2021-05-01 | MATT APPENZELLER | 2022-11-29 | ||
| 501 | 2020-05-01 | MATT APPENZELLER | 2021-11-23 | ||
| 501 | 2019-05-01 | MATT APPENZELLER | 2020-11-06 | ||
| 501 | 2019-01-01 | MATT APPENZELLER | 2019-11-13 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CBAO SOCA BENEFIT PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-11-26 | 11766 |
| Total liabilities as of the beginning of the plan year | 2025-11-26 | 10603 |
| Total expenses incurred by plan in this plan year | 2025-11-26 | 41423 |
| Net assets as of the end of the plan year | 2025-11-26 | 17894 |
| Total assets as of the beginning of the plan year | 2025-11-26 | 15539 |
| Value of plan covered by a fidelity bond | 2025-11-26 | 5000000 |
| Participant contributions to plan in this plan year | 2025-11-26 | 20720 |
| Other expenses paid from plan in this plan year | 2025-11-26 | 0 |
| Other contributions to plan in this plan year | 2025-11-26 | 0 |
| Other income to plan in this plan year | 2025-11-26 | 1176 |
| Plan net income in this plan year | 2025-11-26 | 1192 |
| Net assets as of the end of the plan year | 2025-11-26 | 6128 |
| Net assets as of the beginning of the plan year | 2025-11-26 | 4936 |
| Employer contributions to plan in this plan year | 2025-11-26 | 20719 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-11-26 | 2068 |
| 2024 : CBAO SOCA BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-11-29 | 10603 |
| Total liabilities as of the beginning of the plan year | 2024-11-29 | 11951 |
| Total expenses incurred by plan in this plan year | 2024-11-29 | 36266 |
| Net assets as of the end of the plan year | 2024-11-29 | 15539 |
| Total assets as of the beginning of the plan year | 2024-11-29 | 15909 |
| Value of plan covered by a fidelity bond | 2024-11-29 | 1000000 |
| Participant contributions to plan in this plan year | 2024-11-29 | 18120 |
| Other expenses paid from plan in this plan year | 2024-11-29 | 0 |
| Other contributions to plan in this plan year | 2024-11-29 | 0 |
| Other income to plan in this plan year | 2024-11-29 | 1005 |
| Plan net income in this plan year | 2024-11-29 | 978 |
| Net assets as of the end of the plan year | 2024-11-29 | 4936 |
| Net assets as of the beginning of the plan year | 2024-11-29 | 3958 |
| Employer contributions to plan in this plan year | 2024-11-29 | 18119 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-29 | 2361 |
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