POHLAD COMPANIES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COMMERCE 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : COMMERCE 401(K) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-21 | -372042 |
| Total liabilities as of the end of the plan year | 2025-08-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-21 | 1619 |
| Net assets as of the end of the plan year | 2025-08-21 | 0 |
| Total assets as of the beginning of the plan year | 2025-08-21 | 360633 |
| Value of plan covered by a fidelity bond | 2025-08-21 | 1000000 |
| Participant contributions to plan in this plan year | 2025-08-21 | 0 |
| Other expenses paid from plan in this plan year | 2025-08-21 | 0 |
| Other income to plan in this plan year | 2025-08-21 | 13028 |
| Plan net income in this plan year | 2025-08-21 | 11409 |
| Net assets as of the end of the plan year | 2025-08-21 | 0 |
| Net assets as of the beginning of the plan year | 2025-08-21 | 360633 |
| Employer contributions to plan in this plan year | 2025-08-21 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-21 | 1619 |
| Total transfers to/from plan in this plan year | 2025-07-30 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-30 | 79533 |
| Net assets as of the end of the plan year | 2025-07-30 | 360633 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 393605 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-30 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-30 | 0 |
| Other contributions to plan in this plan year | 2025-07-30 | 0 |
| Other income to plan in this plan year | 2025-07-30 | 46561 |
| Plan net income in this plan year | 2025-07-30 | -32972 |
| Net assets as of the end of the plan year | 2025-07-30 | 360633 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 393605 |
| Employer contributions to plan in this plan year | 2025-07-30 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 2547 |
| 2024 : COMMERCE 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-20 | 108049 |
| Net assets as of the end of the plan year | 2024-09-20 | 393605 |
| Total assets as of the beginning of the plan year | 2024-09-20 | 433722 |
| Value of plan covered by a fidelity bond | 2024-09-20 | 1000000 |
| Participant contributions to plan in this plan year | 2024-09-20 | 0 |
| Other expenses paid from plan in this plan year | 2024-09-20 | 0 |
| Other contributions to plan in this plan year | 2024-09-20 | 0 |
| Other income to plan in this plan year | 2024-09-20 | 67932 |
| Plan net income in this plan year | 2024-09-20 | -40117 |
| Net assets as of the end of the plan year | 2024-09-20 | 393605 |
| Net assets as of the beginning of the plan year | 2024-09-20 | 433722 |
| Employer contributions to plan in this plan year | 2024-09-20 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-20 | 3001 |
| 2017 : COMMERCE 401(K) RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $28,833 |
| 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 | $329,458 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $674,351 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $670,929 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
| Value of total assets at end of year | 2017-12-31 | $1,918,732 |
| Value of total assets at beginning of year | 2017-12-31 | $2,234,792 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,422 |
| Total interest from all sources | 2017-12-31 | $30 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $45,005 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $45,005 |
| Administrative expenses professional fees incurred | 2017-12-31 | $3,422 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $28,833 |
| Total non interest bearing cash at end of year | 2017-12-31 | $28,833 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Income. Non cash contributions | 2017-12-31 | $0 |
| Value of net income/loss | 2017-12-31 | $-344,893 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,889,899 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,234,792 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,886,170 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,234,792 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $3,729 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $30 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $284,353 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $70 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $0 |
| Employer contributions (assets) at end of year | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $670,929 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | RSM US LLP |
| Accountancy firm EIN | 2017-12-31 | 420714325 |
