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COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameCOMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation
  • 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.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

COMMERCE BANCSHARES OF ROSWELL, INC has sponsored the creation of one or more 401k plans.

Company Name:COMMERCE BANCSHARES OF ROSWELL, INC
Employer identification number (EIN):742374017
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT BURSON2024-05-09
0012022-01-01ROBERT BURSON2023-05-29
0012021-01-01ROBERT BURSON2022-05-19
0012020-01-01ROBERT BURSON2021-05-26
0012019-01-01ROBERT BURSON2020-06-14
0012018-01-01
0012017-01-01
0012016-01-01ROBERT BURSON
0012015-01-01ROBERT BURSON
0012014-01-01ROBERT BURSON
0012013-01-01ROBERT BURSON
0012012-01-01JASON ASHCRAFT
0012011-01-01JASON ASHCRAFT
0012009-01-01JASON ASHCRAFT

Plan Statistics for COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0124
Total number of active participants reported on line 7a of the Form 55002023-01-0117
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-014
Total of all active and inactive participants2023-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0125
Number of participants with account balances2023-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0122
Total number of active participants reported on line 7a of the Form 55002022-01-0113
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0123
Number of participants with account balances2022-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0120
Total number of active participants reported on line 7a of the Form 55002021-01-0116
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0122
Number of participants with account balances2021-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0120
Total number of active participants reported on line 7a of the Form 55002020-01-0114
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0118
Number of participants with account balances2020-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0118
Total number of active participants reported on line 7a of the Form 55002019-01-0114
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0118
Number of participants with account balances2019-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0120
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0118
Number of participants with account balances2018-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0120
Total number of active participants reported on line 7a of the Form 55002017-01-0116
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0119
Number of participants with account balances2017-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0121
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0119
Number of participants with account balances2016-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0119
Number of participants with account balances2015-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0120
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0117
Number of participants with account balances2014-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0119
Number of participants with account balances2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0118
Number of participants with account balances2012-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0120
Total number of active participants reported on line 7a of the Form 55002011-01-0116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119
Number of participants with account balances2011-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0120
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0119
Number of participants with account balances2009-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2024 : COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2024 401k financial data
Total income from all sources2024-01-01$9,253,644
Expenses. Total of all expenses incurred2024-01-01$656,430
Benefits paid (including direct rollovers)2024-01-01$644,530
Total plan assets at end of year2024-01-01$27,569,071
Total plan assets at beginning of year2024-01-01$18,971,857
Value of fidelity bond covering the plan2024-01-01$5,000,000
Expenses. Other expenses not covered elsewhere2024-01-01$11,900
Other income received2024-01-01$8,830,828
Net income (gross income less expenses)2024-01-01$8,597,214
Net plan assets at end of year (total assets less liabilities)2024-01-01$27,569,071
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$18,971,857
Assets. Value of employer securities2024-01-01$22,743,062
Total contributions received or receivable from employer(s)2024-01-01$422,816
2023 : COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total income from all sources2023-12-31$4,443,230
Expenses. Total of all expenses incurred2023-12-31$636,574
Benefits paid (including direct rollovers)2023-12-31$631,209
Total plan assets at end of year2023-12-31$18,971,857
Total plan assets at beginning of year2023-12-31$15,165,201
Value of fidelity bond covering the plan2023-12-31$5,000,000
Other income received2023-12-31$4,083,870
Net income (gross income less expenses)2023-12-31$3,806,656
Net plan assets at end of year (total assets less liabilities)2023-12-31$18,971,857
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$15,165,201
Assets. Value of employer securities2023-12-31$15,630,137
Total contributions received or receivable from employer(s)2023-12-31$359,360
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$5,365
2022 : COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total income from all sources2022-12-31$4,322,717
Expenses. Total of all expenses incurred2022-12-31$445,928
Benefits paid (including direct rollovers)2022-12-31$441,143
Total plan assets at end of year2022-12-31$15,165,201
Total plan assets at beginning of year2022-12-31$11,288,412
Value of fidelity bond covering the plan2022-12-31$5,000,000
Other income received2022-12-31$4,032,313
Net income (gross income less expenses)2022-12-31$3,876,789
Net plan assets at end of year (total assets less liabilities)2022-12-31$15,165,201
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$11,288,412
Assets. Value of employer securities2022-12-31$13,181,196
Total contributions received or receivable from employer(s)2022-12-31$290,404
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4,785
2021 : COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources2021-12-31$867,799
Expenses. Total of all expenses incurred2021-12-31$490,572
Benefits paid (including direct rollovers)2021-12-31$489,972
Total plan assets at end of year2021-12-31$11,288,412
Total plan assets at beginning of year2021-12-31$10,911,185
Value of fidelity bond covering the plan2021-12-31$5,000,000
Other income received2021-12-31$672,903
Net income (gross income less expenses)2021-12-31$377,227
Net plan assets at end of year (total assets less liabilities)2021-12-31$11,288,412
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$10,911,185
Assets. Value of employer securities2021-12-31$9,379,258
Total contributions received or receivable from employer(s)2021-12-31$194,896
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$600
2020 : COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total income from all sources2020-12-31$631,152
Expenses. Total of all expenses incurred2020-12-31$453,921
Benefits paid (including direct rollovers)2020-12-31$449,036
Total plan assets at end of year2020-12-31$10,911,185
Total plan assets at beginning of year2020-12-31$10,733,954
Value of fidelity bond covering the plan2020-12-31$5,000,000
Other income received2020-12-31$421,875
Net income (gross income less expenses)2020-12-31$177,231
Net plan assets at end of year (total assets less liabilities)2020-12-31$10,911,185
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$10,733,954
Assets. Value of employer securities2020-12-31$9,095,306
Total contributions received or receivable from employer(s)2020-12-31$209,277
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,885
2019 : COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,970,292
Expenses. Total of all expenses incurred2019-12-31$405,677
Benefits paid (including direct rollovers)2019-12-31$400,492
Total plan assets at end of year2019-12-31$10,733,954
Total plan assets at beginning of year2019-12-31$9,169,339
Value of fidelity bond covering the plan2019-12-31$5,000,000
Other income received2019-12-31$1,737,437
Net income (gross income less expenses)2019-12-31$1,564,615
Net plan assets at end of year (total assets less liabilities)2019-12-31$10,733,954
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$9,169,339
Assets. Value of employer securities2019-12-31$8,915,795
Total contributions received or receivable from employer(s)2019-12-31$232,855
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5,185
2018 : COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources2018-12-31$1,930,914
Expenses. Total of all expenses incurred2018-12-31$488,068
Benefits paid (including direct rollovers)2018-12-31$482,938
Total plan assets at end of year2018-12-31$9,169,339
Total plan assets at beginning of year2018-12-31$7,726,493
Value of fidelity bond covering the plan2018-12-31$5,000,000
Other income received2018-12-31$1,736,185
Net income (gross income less expenses)2018-12-31$1,442,846
Net plan assets at end of year (total assets less liabilities)2018-12-31$9,169,339
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,726,493
Assets. Value of employer securities2018-12-31$7,933,277
Total contributions received or receivable from employer(s)2018-12-31$194,729
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,130
2017 : COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,085,044
Expenses. Total of all expenses incurred2017-12-31$630,151
Benefits paid (including direct rollovers)2017-12-31$621,746
Total plan assets at end of year2017-12-31$7,726,493
Total plan assets at beginning of year2017-12-31$6,271,600
Value of fidelity bond covering the plan2017-12-31$5,000,000
Other income received2017-12-31$1,925,041
Net income (gross income less expenses)2017-12-31$1,454,893
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,726,493
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,271,600
Assets. Value of employer securities2017-12-31$6,699,073
Total contributions received or receivable from employer(s)2017-12-31$160,003
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,405
2016 : COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources2016-12-31$526,611
Expenses. Total of all expenses incurred2016-12-31$324,063
Benefits paid (including direct rollovers)2016-12-31$323,724
Total plan assets at end of year2016-12-31$6,271,600
Total plan assets at beginning of year2016-12-31$6,069,052
Value of fidelity bond covering the plan2016-12-31$5,000,000
Other income received2016-12-31$431,502
Net income (gross income less expenses)2016-12-31$202,548
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,271,600
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,069,052
Assets. Value of employer securities2016-12-31$5,385,948
Total contributions received or receivable from employer(s)2016-12-31$95,109
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$339
2015 : COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources2015-12-31$435,571
Expenses. Total of all expenses incurred2015-12-31$261,589
Benefits paid (including direct rollovers)2015-12-31$256,774
Total plan assets at end of year2015-12-31$6,069,052
Total plan assets at beginning of year2015-12-31$5,895,070
Value of fidelity bond covering the plan2015-12-31$5,000,000
Other income received2015-12-31$346,901
Net income (gross income less expenses)2015-12-31$173,982
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,069,052
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,895,070
Assets. Value of employer securities2015-12-31$5,324,666
Total contributions received or receivable from employer(s)2015-12-31$88,670
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,815
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources2014-12-31$606,618
Expenses. Total of all expenses incurred2014-12-31$281,408
Benefits paid (including direct rollovers)2014-12-31$276,985
Total plan assets at end of year2014-12-31$5,895,070
Total plan assets at beginning of year2014-12-31$5,569,860
Value of fidelity bond covering the plan2014-12-31$5,000,000
Other income received2014-12-31$503,585
Net income (gross income less expenses)2014-12-31$325,210
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,895,070
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,569,860
Assets. Value of employer securities2014-12-31$4,070,088
Total contributions received or receivable from employer(s)2014-12-31$103,033
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,423
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources2013-12-31$721,222
Expenses. Total of all expenses incurred2013-12-31$182,736
Benefits paid (including direct rollovers)2013-12-31$179,557
Total plan assets at end of year2013-12-31$5,569,860
Total plan assets at beginning of year2013-12-31$5,031,374
Value of fidelity bond covering the plan2013-12-31$3,000,000
Other income received2013-12-31$624,098
Net income (gross income less expenses)2013-12-31$538,486
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,569,860
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,031,374
Assets. Value of employer securities2013-12-31$3,885,084
Total contributions received or receivable from employer(s)2013-12-31$97,124
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,179
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources2012-12-31$639,786
Expenses. Total of all expenses incurred2012-12-31$109,702
Benefits paid (including direct rollovers)2012-12-31$106,419
Total plan assets at end of year2012-12-31$5,031,374
Total plan assets at beginning of year2012-12-31$4,501,290
Value of fidelity bond covering the plan2012-12-31$3,000,000
Other income received2012-12-31$529,012
Net income (gross income less expenses)2012-12-31$530,084
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,031,374
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,501,290
Assets. Value of employer securities2012-12-31$3,576,744
Total contributions received or receivable from employer(s)2012-12-31$110,774
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,283
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources2011-12-31$494,998
Expenses. Total of all expenses incurred2011-12-31$163,592
Benefits paid (including direct rollovers)2011-12-31$160,448
Total plan assets at end of year2011-12-31$4,501,290
Total plan assets at beginning of year2011-12-31$4,169,884
Value of fidelity bond covering the plan2011-12-31$3,000,000
Other income received2011-12-31$376,121
Net income (gross income less expenses)2011-12-31$331,406
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,501,290
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,169,884
Assets. Value of employer securities2011-12-31$3,360,906
Total contributions received or receivable from employer(s)2011-12-31$118,877
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,144
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$578,780
Expenses. Total of all expenses incurred2010-12-31$225,950
Benefits paid (including direct rollovers)2010-12-31$222,873
Total plan assets at end of year2010-12-31$4,169,884
Total plan assets at beginning of year2010-12-31$3,817,054
Value of fidelity bond covering the plan2010-12-31$3,000,000
Other income received2010-12-31$468,804
Net income (gross income less expenses)2010-12-31$352,830
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,169,884
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,817,054
Assets. Value of employer securities2010-12-31$3,391,740
Total contributions received or receivable from employer(s)2010-12-31$109,976
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,077
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP 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 COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COMMERCE BANCSHARES OF ROSWELL, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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