First Citizens Bank Corp. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, First Citizens Bank Corp. (EIN 42-1113318) is a plan sponsor located in Mason City, IA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
42-1113318
Location
Mason City, IA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$69,359,284
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$69,359,284

Contributions & income

Employer contributions
$1,102,083
Participant contributions
$1,359,610
Total income / additions
$11,240,131

Expenses & distributions

Benefits paid / distributions
$6,294,706
Total expenses
$6,341,206
Net increase / (decrease)
$4,898,925

Coverage

Total reported participants
536
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

First Citizens Bank Corp. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
First Citizens Bank Corp. 401(K) Savings Plan004287$35,494,3852023
First Citizens Financial Corp Employee Stock Ownership Plan003249$33,864,8992023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First Citizens Bank Corp.
YearPlanParticipantsSchedulesFiling
2023First Citizens Financial Corp Employee Stock Ownership Plan249H20241003103706NAL0004793587001
2023First Citizens Bank Corp. 401(K) Savings Plan287H, C20241003145609NAL0009972657001

Related Form 5500 pages