How many benefit plans does Citizens Financial Corporation report on Form 5500?

Citizens Financial Corporation (EIN 61-1187135) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Citizens Financial Corporation?

The Employer Identification Number (EIN) reported for Citizens Financial Corporation is 61-1187135.

What is the latest Form 5500 filing year for Citizens Financial Corporation?

The latest loaded Form 5500 filing year for Citizens Financial Corporation is 2023.

Citizens Financial Corporation — 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, Citizens Financial Corporation (EIN 61-1187135) is a plan sponsor located in Louisville, KY 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: 61-1187135
Location: Louisville, KY
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $16,282,749
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $16,282,749

Contributions & income

Employer contributions: $630,086
Participant contributions: $2,592,411
Total income / additions: $6,023,827

Expenses & distributions

Benefits paid / distributions: $2,210,690
Total expenses: $2,238,903
Net increase / (decrease): $3,784,924

Coverage

Total reported participants: 1,317
Plans with financial statements: 1
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

Citizens Financial Corporation plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Citizens Financial Corp. 401(K) Savings Plan And Trust Agreement	001	798	$16,282,749	2023
Citizens Financial Corporation	507	519	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Citizens Financial Corporation
Year	Plan	Participants	Schedules	Filing
2023	Citizens Financial Corporation	519	—	20240628073359NAL0000280753003
2023	Citizens Financial Corp. 401(K) Savings Plan And Trust Agreement	798	H, C	20241011171045NAL0011217635001