Citizens Financial Corporation Employee Stock Ownership Plan — Form 5500 plan (Citizens Financial Corp)
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, Citizens Financial Corporation Employee Stock Ownership Plan is a benefit plan reported by Citizens Financial Corp under EIN 39-1474224 and plan number 002. The latest loaded filing year is 2023. The filing reports 48 participants and $7,177,557 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citizens Financial Corp
- EIN
- 39-1474224
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Atkinson, WI
- Latest filing year
- 2023
- Participants
- 48
- End-of-year plan assets
- $7,177,557
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 48 | I | 20240920170008NAL0008139441001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,177,557
- Total liabilities (EOY)
- $1,878,447
- Net assets (EOY)
- $5,299,110
- Net assets (BOY)
- $4,665,274
Income & contributions
- Employer contributions
- $132,000
- Participant contributions
- $0
- Total income / additions
- $962,426
Expenses & distributions
- Benefits paid
- $266,808
- Administrative expenses
- $0
- Total expenses
- $328,590
- Net increase / (decrease)
- $633,836
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.