ESOP
2023 plan-year ESOP DOL Form 5500

CBOS BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISION

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

CBOS BANKSHARES, INC.

This ESOP plan holds N/A in total assets and serves 22 participants as of 2023. It is sponsored by CBOS BANKSHARES, INC. in Florida.

Total Assets (2023)
N/A
Participants
22
State
Industry
Finance & Insurance

What the Filing Says About CBOS BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISION

CBOS BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISION is a ESOP retirement plan sponsored by CBOS BANKSHARES, INC., headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 22 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 205533879, and the plan has been effective since 2007-10-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeESOP
Employer EIN205533879
Plan Effective Date2007-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (CBOS BANKSHARES, INC.)

Year Plans Participants Total Assets
2022 1 20 N/A
2023 1 22 N/A
2024 1 23 N/A

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Frequently Asked Questions

How much money is in the CBOS BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISION?
As of the 2023 Form 5500 filing, CBOS BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISION holds N/A in total assets with 22 participants. It is sponsored by CBOS BANKSHARES, INC..
What type of plan is CBOS BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISION?
CBOS BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISION is a ESOP plan. It has been effective since 2007-10-15. The plan is filed with the U.S. Department of Labor under EIN 205533879.
Who sponsors the CBOS BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISION?
CBOS BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISION is sponsored by CBOS BANKSHARES, INC., located in Florida. The sponsor's EIN is 205533879 and the plan operates in the Finance & Insurance industry.
How did CBOS BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISION perform in 2023?
CBOS BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISION held N/A in total assets at the end of 2023.
Where can I find official filings for CBOS BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISION?
Official Form 5500 filings for CBOS BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISION are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 205533879 or plan name at efast.dol.gov.
How does CBOS BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISION compare to other plans?
You can compare CBOS BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISION against other ESOP plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 205533879.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.