Savings And Retirement Plan For Civista Bancshares, Inc. And Affiliates — Form 5500 plan (Civista Bancshares, Inc.)

Plain-English plan 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, Savings And Retirement Plan For Civista Bancshares, Inc. And Affiliates is a benefit plan reported by Civista Bancshares, Inc. under EIN 34-1558688 and plan number 002. The latest loaded filing year is 2023. The filing reports 659 participants and $62,840,986 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Civista Bancshares, Inc.
EIN
34-1558688
Plan number
002
Plan type
2
Location
Sandusky, OH
Latest filing year
2023
Participants
659
End-of-year plan assets
$62,840,986

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023659H, C20241015072820NAL0046910096001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,840,986
Total liabilities (EOY)
$0
Net assets (EOY)
$62,840,986
Net assets (BOY)
$47,066,387

Income & contributions

Employer contributions
$2,679,234
Participant contributions
$3,369,042
Total contributions
$10,619,461
Total income / additions
$19,605,217

Expenses & distributions

Benefits paid
$3,736,737
Administrative expenses
$93,881
Total expenses
$3,830,618
Net increase / (decrease)
$15,774,599

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans Admin Services, Inc.NONE$93,880$02023

Related Form 5500 pages