Communitybanc, Inc.'s EIN is 31-1220913.
Download the official 2024 Form 5500 (PDF) for Communitybanc, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Communitybanc, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | — | N/A | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Franklin Growth A | Mutual Funds | — | — | $1.4M | 14.8% | |
| MFS Value R3 | Mutual Funds | — | — | $1.2M | 12.5% | |
| CommunityBanc, Inc. | Common Stocks | — | — | $782K | 8.4% | |
| BlackRock Total Return Svc | Other securities | — | — | $532K | 5.7% | |
| Eaton Vance Floating Rate A | Bonds / Notes | — | — | $507K | 5.4% | |
| MFS Core Equity R3 | Mutual Funds | — | — | $503K | 5.4% | |
| Invesco International Bond A | Mutual Funds | — | — | $467K | 5.0% | |
| PIMCO High Yield A | Mutual Funds | — | — | $407K | 4.4% | |
| Janus Henderson Triton S | Mutual Funds | — | — | $332K | 3.6% | |
| Invesco SteelPath MLP Select 40 A | Mutual Funds | — | — | $320K | 3.4% | |
| MFS Growth Allocation R3 | Mutual Funds | — | — | $309K | 3.3% | |
| Blackrock International Inv A | Other securities | — | — | $304K | 3.2% | |
| Janus Henderson Balanced S | Mutual Funds | — | — | $302K | 3.2% | |
| Carillon Eagle Mid Cap Growth A | Other securities | — | — | $279K | 3.0% | |
| Principal Real Estate Securities A | Other securities | — | — | $268K | 2.9% | |
| Goldman Sachs Commodity Strategy A | Other securities | — | — | $218K | 2.3% | |
| Neuberger Berman Regency Fund A | Other securities | — | — | $214K | 2.3% | |
| American Funds U.S. Gov't Money Market R4 | Mutual Funds | — | $196K | $196K | 2.1% | |
| Macquarie Small Cap Core A | Other securities | — | — | $175K | 1.9% | |
| Lord Abbett Short Duration Income R4 | Mutual Funds | — | — | $153K | 1.6% | |
| Putnam Dynamic Asset Allocation Cnsrv A | Mutual Funds | — | — | $122K | 1.3% | |
| American Beacon Small Cap Value Adv. | Other securities | — | — | $115K | 1.2% | |
| BlackRock Emerging Mkts Inv A | Other securities | — | — | $111K | 1.2% | |
| iShares Russell Mid-Cap Index | Other securities | — | — | $66K | 0.7% | |
| Participant loans | Participant loans | — | — | $64K | 0.7% | |
| Invesco Short Term Bond A | Mutual Funds | — | — | $36K | 0.4% | |
| AB Global Bond A | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
