2023 Form 5500 filing — Citizens Financial Corp. 401(K) Savings Plan And Trust Agreement
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 20241011171045NAL0011217635001) for Citizens Financial Corp. 401(K) Savings Plan And Trust Agreement, reported by Citizens Financial Corporation, Inc. under EIN 61-1187135 and plan number 001. It reports 798 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011171045NAL0011217635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizens Financial Corporation, Inc.
- EIN
- 61-1187135
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 798
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,282,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,282,749
- Employer contributions
- $630,086
- Participant contributions
- $2,592,411
- Total income / additions
- $6,023,827
- Benefits paid
- $2,210,690
- Administrative expenses
- $22,125
- Total expenses
- $2,238,903
- Net increase / (decrease)
- $3,784,924
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cherry Bekaert Llp | ACCOUNTANT/AUDITOR | $11,350 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $10,775 | $0 |