COMMERCE STATE BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COMMERCE STATE BANK 401K & PROFIT SHARING PLAN
401k plan membership statisitcs for COMMERCE STATE BANK 401K & PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 0 |
| Number of participants with account balances | 2023-01-01 | 0 |
| 2022: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 82 |
| Total of all active and inactive participants | 2022-01-01 | 82 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 82 |
| Number of participants with account balances | 2022-01-01 | 82 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 67 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 18 |
| Total of all active and inactive participants | 2021-01-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 85 |
| Number of participants with account balances | 2021-01-01 | 85 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
| 2020: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 67 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 12 |
| Total of all active and inactive participants | 2020-01-01 | 79 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 79 |
| Number of participants with account balances | 2020-01-01 | 79 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5 |
| 2019: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 76 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
| Total of all active and inactive participants | 2019-01-01 | 86 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 86 |
| Number of participants with account balances | 2019-01-01 | 86 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 6 |
| 2018: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 76 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 16 |
| Total of all active and inactive participants | 2018-01-01 | 92 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 92 |
| Number of participants with account balances | 2018-01-01 | 92 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 11 |
| 2017: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 77 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5 |
| Total of all active and inactive participants | 2017-01-01 | 82 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 82 |
| Number of participants with account balances | 2017-01-01 | 79 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
| 2010: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 31 |
| Number of participants with account balances | 2010-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 32 |
| Number of participants with account balances | 2009-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-04-12 | $413,978 |
| Expenses. Total of all expenses incurred | 2023-04-12 | $11,176,842 |
| Benefits paid (including direct rollovers) | 2023-04-12 | $11,162,090 |
| Total plan assets at end of year | 2023-04-12 | $0 |
| Total plan assets at beginning of year | 2023-04-12 | $10,762,864 |
| Value of fidelity bond covering the plan | 2023-04-12 | $1,000,000 |
| Other income received | 2023-04-12 | $413,978 |
| Net income (gross income less expenses) | 2023-04-12 | $-10,762,864 |
| Net plan assets at end of year (total assets less liabilities) | 2023-04-12 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-04-12 | $10,762,864 |
| Assets. Value of participant loans | 2023-04-12 | $0 |
| Assets. Value of employer securities | 2023-04-12 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-04-12 | $14,752 |
| 2022 : COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $103,101 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $452,553 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $395,767 |
| Total plan assets at end of year | 2022-12-31 | $10,762,864 |
| Total plan assets at beginning of year | 2022-12-31 | $11,112,316 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $506,694 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $98,715 |
| Other income received | 2022-12-31 | $-884,927 |
| Net income (gross income less expenses) | 2022-12-31 | $-349,452 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $10,762,864 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,112,316 |
| Assets. Value of participant loans | 2022-12-31 | $4,574 |
| Assets. Value of employer securities | 2022-12-31 | $73,713 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $382,619 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $56,786 |
| 2021 : COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $2,320,566 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $426,247 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $367,115 |
| Total plan assets at end of year | 2021-12-31 | $11,112,316 |
| Total plan assets at beginning of year | 2021-12-31 | $9,217,997 |
| Value of fidelity bond covering the plan | 2021-12-31 | $10,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $553,191 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $197,481 |
| Other income received | 2021-12-31 | $1,158,363 |
| Net income (gross income less expenses) | 2021-12-31 | $1,894,319 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $11,112,316 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,217,997 |
| Assets. Value of participant loans | 2021-12-31 | $45,749 |
| Assets. Value of employer securities | 2021-12-31 | $603,348 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $411,531 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $2,191 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $56,941 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $1,813,264 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $960,509 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $914,136 |
| Total plan assets at end of year | 2020-12-31 | $9,217,997 |
| Total plan assets at beginning of year | 2020-12-31 | $8,365,242 |
| Value of fidelity bond covering the plan | 2020-12-31 | $10,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $557,921 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $1,001,039 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $852,755 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $9,217,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,365,242 |
| Assets. Value of participant loans | 2020-12-31 | $58,400 |
| Assets. Value of employer securities | 2020-12-31 | $591,334 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $254,304 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $46,373 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,855,963 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $355,555 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $314,196 |
| Total plan assets at end of year | 2019-12-31 | $8,365,242 |
| Total plan assets at beginning of year | 2019-12-31 | $6,864,834 |
| Value of fidelity bond covering the plan | 2019-12-31 | $8,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $531,377 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $185,168 |
| Other income received | 2019-12-31 | $722,721 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,500,408 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $8,365,242 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,864,834 |
| Assets. Value of participant loans | 2019-12-31 | $83,011 |
| Assets. Value of employer securities | 2019-12-31 | $538,145 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $416,697 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $41,359 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $571,026 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $143,725 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $108,802 |
| Total plan assets at end of year | 2018-12-31 | $6,864,834 |
| Total plan assets at beginning of year | 2018-12-31 | $6,437,533 |
| Value of fidelity bond covering the plan | 2018-12-31 | $8,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $514,420 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $14,742 |
| Other income received | 2018-12-31 | $-324,187 |
| Net income (gross income less expenses) | 2018-12-31 | $427,301 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,864,834 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,437,533 |
| Assets. Value of participant loans | 2018-12-31 | $81,873 |
| Assets. Value of employer securities | 2018-12-31 | $541,929 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $366,051 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $34,923 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $2,406,103 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $221,780 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $201,487 |
| Total plan assets at end of year | 2017-12-31 | $6,437,533 |
| Total plan assets at beginning of year | 2017-12-31 | $4,253,210 |
| Value of fidelity bond covering the plan | 2017-12-31 | $8,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $440,428 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $12,323 |
| Other income received | 2017-12-31 | $1,245,101 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $2,184,323 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $6,437,533 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,253,210 |
| Assets. Value of participant loans | 2017-12-31 | $60,725 |
| Assets. Value of employer securities | 2017-12-31 | $513,572 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $708,251 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $20,293 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2010 : COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $529,332 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $1,389,689 |
| Total plan assets at beginning of year | 2010-12-31 | $860,357 |
| Value of fidelity bond covering the plan | 2010-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $182,659 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $99,654 |
| Other income received | 2010-12-31 | $169,898 |
| Net income (gross income less expenses) | 2010-12-31 | $529,332 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,389,689 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $860,357 |
| Assets. Value of participant loans | 2010-12-31 | $61,871 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $77,121 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | Yes |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: COMMERCE STATE BANK 401K & PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 624683 |
| Policy instance | 2 |
| Insurance contract or identification number | 624683 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-04-12 | | Total amount of commissions paid to insurance broker | USD $137 | | Total amount of fees paid to insurance company | USD $25 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $137 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 613953 |
| Policy instance | 1 |
| Insurance contract or identification number | 613953 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-04-12 | | Total amount of commissions paid to insurance broker | USD $1,626 | | Total amount of fees paid to insurance company | USD $311 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,626 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 624683 |
| Policy instance | 2 |
| Insurance contract or identification number | 624683 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 613953 |
| Policy instance | 1 |
| Insurance contract or identification number | 613953 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $3,181 | | Total amount of fees paid to insurance company | USD $636 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,181 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 636 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 624683 |
| Policy instance | 2 |
| Insurance contract or identification number | 624683 | | Number of Individuals Covered | 85 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $616 | | Total amount of fees paid to insurance company | USD $123 | | Commission paid to Insurance Broker | USD $616 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 613953 |
| Policy instance | 1 |
| Insurance contract or identification number | 613953 | | Number of Individuals Covered | 85 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $2,628 | | Total amount of fees paid to insurance company | USD $526 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $2,628 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 624683 |
| Policy instance | 2 |
| Insurance contract or identification number | 624683 | | Number of Individuals Covered | 79 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $1,339 | | Total amount of fees paid to insurance company | USD $268 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Commission paid to Insurance Broker | USD $1,339 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 613953 |
| Policy instance | 1 |
| Insurance contract or identification number | 613953 | | Number of Individuals Covered | 79 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $1,757 | | Total amount of fees paid to insurance company | USD $351 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Commission paid to Insurance Broker | USD $1,757 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 613953 |
| Policy instance | 1 |
| Insurance contract or identification number | 613953 | | Number of Individuals Covered | 86 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $676 | | Total amount of fees paid to insurance company | USD $135 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Commission paid to Insurance Broker | USD $676 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 613953 |
| Policy instance | 1 |
| Insurance contract or identification number | 613953 | | Number of Individuals Covered | 81 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $125 | | Total amount of fees paid to insurance company | USD $30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Commission paid to Insurance Broker | USD $125 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | NATIONAL ADMINISTRATION INC |
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