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Original filing (PDF)20250908104310NAL0040805202001
COMMUNITYBANC, INC.
Form 5500
FILING_RECEIVED
COMMUNITYBANC, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
122
Accounts w/ balance
144
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITYBANC, INC..
Plan sponsor
Name
COMMUNITYBANC, INC.
EIN
31-1220913
Address
113 N. FIFTH STREET · SUITE 201 · ZANESVILLE, OH · 43701
Phone
(740) 454-1600
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
S. R. SNODGRASS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | — | N/A | $3K | — |
Investments
27 direct securities· $9.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Franklin Growth A | — | 10,397 | — | $1.4M | 14.8% | |
| MFS Value R3 | — | 24,303 | — | $1.2M | 12.5% | |
| CommunityBanc, Inc. | — | 17,189 | — | $782K | 8.4% | |
| BlackRock Total Return Svc | — | 54,665 | — | $532K | 5.7% | |
| Eaton Vance Floating Rate A | — | 58,448 | — | $507K | 5.4% | |
| MFS Core Equity R3 | — | 9,981 | — | $503K | 5.4% | |
| Invesco International Bond A | — | 108,048 | — | $467K | 5.0% | |
| PIMCO High Yield A | — | 50,752 | — | $407K | 4.4% | |
| Janus Henderson Triton S | — | 13,573 | — | $332K | 3.6% | |
| Invesco SteelPath MLP Select 40 A | — | 36,108 | — | $320K | 3.4% | |
| MFS Growth Allocation R3 | — | 12,975 | — | $309K | 3.3% | |
| Blackrock International Inv A | — | 15,933 | — | $304K | 3.2% | |
| Janus Henderson Balanced S | — | 6,626 | — | $302K | 3.2% | |
| Carillon Eagle Mid Cap Growth A | — | 3,964 | — | $279K | 3.0% | |
| Principal Real Estate Securities A | — | 9,538 | — | $268K | 2.9% | |
| Goldman Sachs Commodity Strategy A | — | 26,565 | — | $218K | 2.3% | |
| Neuberger Berman Regency Fund A | — | 8,151 | — | $214K | 2.3% | |
| American Funds U.S. Gov't Money Market R4 | — | — | $196K | $196K | 2.1% | |
| Macquarie Small Cap Core A | — | 5,942 | — | $175K | 1.9% | |
| Lord Abbett Short Duration Income R4 | — | 39,630 | — | $153K | 1.6% | |
| Putnam Dynamic Asset Allocation Cnsrv A | — | 11,439 | — | $122K | 1.3% | |
| American Beacon Small Cap Value Adv. | — | 5,048 | — | $115K | 1.2% | |
| BlackRock Emerging Mkts Inv A | — | 4,922 | — | $111K | 1.2% | |
| iShares Russell Mid-Cap Index | — | 4,480 | — | $66K | 0.7% | |
| Participant loans | — | — | — | $64K | 0.7% | |
| Invesco Short Term Bond A | — | 4,523 | — | $36K | 0.4% | |
| AB Global Bond A | — | 792 | — | $5K | <0.1% |
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