2023 Form 5500 filing — Citizens Bank Of West Virginia Defined Benefit Pension 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 20250812112118NAL0007927761001) for Citizens Bank Of West Virginia Defined Benefit Pension Plan, reported by Citizens Bank Of West Virginia under EIN 55-0143730 and plan number 001. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250812112118NAL0007927761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizens Bank Of West Virginia
- EIN
- 55-0143730
- Plan number
- 001
- Location
- Elkins, WV
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,566,505
- Net assets (EOY)
- $5,566,505
- Employer contributions
- $144,700
- Total income / additions
- $1,216,199
- Benefits paid
- $818,793
- Administrative expenses
- $115,626
- Total expenses
- $934,419
- Net increase / (decrease)
- $281,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $18,206 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $12,142 | not reported in the loaded dataset |
| Metro Benefits, Inc. | NONE | $11,622 | not reported in the loaded dataset |