Citizens Bank Employees' Retirement Plan — Form 5500 plan (Citizens Bank)
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 Bank Employees' Retirement Plan is a benefit plan reported by Citizens Bank under EIN 64-0750822 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $4,826,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citizens Bank
- EIN
- 64-0750822
- Plan number
- 001
- Plan type
- 2
- Location
- Columbia, MS
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $4,826,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241009110522NAL0009134419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,826,288
- Net assets (EOY)
- $4,826,288
- Net assets (BOY)
- $4,245,610
Income & contributions
- Employer contributions
- $100,000
- Total contributions
- $100,000
- Total income / additions
- $713,945
Expenses & distributions
- Benefits paid
- $77,937
- Administrative expenses
- $55,330
- Total expenses
- $133,267
- Net increase / (decrease)
- $580,678
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Martin Martin Randall & Assoc, Inc. | NONE | $12,630 | not reported in the loaded dataset | 2023 |