The Citizens Bank Profit Sharing And Savings Plan And Trust — Form 5500 plan (The Citizens Bank Of Philadelphia)
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, The Citizens Bank Profit Sharing And Savings Plan And Trust is a benefit plan reported by The Citizens Bank Of Philadelphia under EIN 64-0134511 and plan number 002. The latest loaded filing year is 2023. The filing reports 339 participants and $27,906,353 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Citizens Bank Of Philadelphia
- EIN
- 64-0134511
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, MS
- Latest filing year
- 2023
- Participants
- 339
- End-of-year plan assets
- $27,906,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20240709094902NAL0013369793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,906,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,906,353
- Net assets (BOY)
- $24,179,770
Income & contributions
- Employer contributions
- $707,508
- Participant contributions
- $1,134,076
- Total contributions
- $1,874,611
- Total income / additions
- $6,083,466
Expenses & distributions
- Benefits paid
- $2,296,857
- Administrative expenses
- $60,026
- Total expenses
- $2,356,883
- Net increase / (decrease)
- $3,726,583
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp | INVESTMENT ADVISOR | $45,701 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $18,623 | not reported in the loaded dataset | 2023 |
| Cgc, Pllc | ACCOUNTANT/AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$13,298 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Citizens Bank Of Philadelphia
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Philadelphia, MS
- Nfp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Cgc, Pllc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation