2023 Form 5500 filing — Citizens Bank 401k Mukwonago, Wi
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 20241001144712NAL0003385683001) for Citizens Bank 401k Mukwonago, Wi, reported by Citizens Bank under EIN 39-0210030 and plan number 003. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001144712NAL0003385683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizens Bank
- EIN
- 39-0210030
- Plan number
- 003
- Location
- Mukwonago, WI
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,733,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,733,044
- Employer contributions
- $382,904
- Participant contributions
- $910,275
- Total income / additions
- $3,825,267
- Benefits paid
- $565,716
- Administrative expenses
- $44,801
- Total expenses
- $610,517
- Net increase / (decrease)
- $3,214,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors Inc | ADVISOR | $38,913 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORD-KEEPER | $5,888 | $0 |