First Citizens Bank Corp. 401(K) Savings Plan — Form 5500 plan (First Citizens Bank 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, First Citizens Bank Corp. 401(K) Savings Plan is a benefit plan reported by First Citizens Bank Corp. under EIN 42-1113318 and plan number 004. The latest loaded filing year is 2023. The filing reports 287 participants and $35,494,385 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Citizens Bank Corp.
- EIN
- 42-1113318
- Plan number
- 004
- Plan type
- 2
- Location
- Mason City, IA
- Latest filing year
- 2023
- Participants
- 287
- End-of-year plan assets
- $35,494,385
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 287 | H, C | 20241003145609NAL0009972657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,494,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,494,385
- Net assets (BOY)
- $30,046,764
Income & contributions
- Employer contributions
- $419,083
- Participant contributions
- $1,359,610
- Total contributions
- $2,930,052
- Total income / additions
- $8,429,688
Expenses & distributions
- Benefits paid
- $2,935,567
- Administrative expenses
- $46,500
- Total expenses
- $2,982,067
- Net increase / (decrease)
- $5,447,621
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $31,500 | $0 | 2023 |
| First Citizens Financial Corp. | SELF | $15,000 | not reported in the loaded dataset | 2023 |