2023 Form 5500 filing — Citizens State Bank Of Loyal Stock Bonus Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240806132316NAL0002294849001) for Citizens State Bank Of Loyal Stock Bonus Plan, reported by Citizens State Bank Of Loyal under EIN 39-0210210 and plan number 002. It reports 72 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.6MReported net assets$5,607,125
Participants72
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240806132316NAL0002294849001
Plan sponsor
Citizens State Bank Of Loyal
EIN
39-0210210
Plan number
002
Location
Loyal, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.6M total assets
Net assets$5.6MLiabilities$11
Money in vs. money out
Total income / additions$564.3K
Total expenses$338K
Benefits paid / distributions$318.7K
Contributions
Employer$58.8K
Participant$0
Full reported line items
Total assets (EOY)
$5,607,136
Total liabilities (EOY)
$11
Net assets (EOY)
$5,607,125
Employer contributions
$58,819
Participant contributions
$0
Total income / additions
$564,337
Benefits paid
$318,705
Administrative expenses
$19,264
Total expenses
$337,969
Net increase / (decrease)
$226,368

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240806132316NAL0002294849001 cover?
It is the 2023 Form 5500 filing for Citizens State Bank Of Loyal Stock Bonus Plan, reported by Citizens State Bank Of Loyal (EIN 39-0210210).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages