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 Corp. 401(K) Savings Plan And Trust Agreement is a benefit plan reported by Citizens Financial Corporation, Inc. under EIN 61-1187135 and plan number 001. The latest loaded filing year is 2023. The filing reports 798 participants and $16,282,749 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,282,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,282,749
- Net assets (BOY)
- $12,497,825
Income & contributions
- Employer contributions
- $630,086
- Participant contributions
- $2,592,411
- Total contributions
- $3,683,665
- Total income / additions
- $6,023,827
Expenses & distributions
- Benefits paid
- $2,210,690
- Administrative expenses
- $22,125
- Total expenses
- $2,238,903
- Net increase / (decrease)
- $3,784,924