2023 Form 5500 filing — Citizen 401(K) 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 20251024110315NAL0004673392001) for Citizen 401(K) Plan, reported by Sp0n, Inc. Dba Citizen under EIN 90-1128807 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.4MReported net assets$2,381,833
Participants149
Provider compensation$11.1K1 Schedule C row(s)$11,114
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251024110315NAL0004673392001
Plan sponsor
Sp0n, Inc. Dba Citizen
EIN
90-1128807
Plan number
001
Location
New York, NY
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$3.8K
Money in vs. money out
Total income / additions$940.2K
Total expenses$625.6K
Benefits paid / distributions$602.8K
Contributions
Employer$0
Participant$549.5K
Full reported line items
Total assets (EOY)
$2,385,601
Total liabilities (EOY)
$3,768
Net assets (EOY)
$2,381,833
Employer contributions
$0
Participant contributions
$549,539
Total income / additions
$940,235
Benefits paid
$602,792
Administrative expenses
$11,114
Total expenses
$625,558
Net increase / (decrease)
$314,677
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $11.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251024110315NAL0004673392001 cover?
It is the 2023 Form 5500 filing for Citizen 401(K) Plan, reported by Sp0n, Inc. Dba Citizen (EIN 90-1128807).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages