Citizens Bank Of Ada 401(K) Employee Stock Ownership Plan — Form 5500 plan (Citizens Bank Of Ada)
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 Of Ada 401(K) Employee Stock Ownership Plan is a benefit plan reported by Citizens Bank Of Ada under EIN 73-0756268 and plan number 003. The latest loaded filing year is 2023. The filing reports 70 participants and $1,793,746 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citizens Bank Of Ada
- EIN
- 73-0756268
- Plan number
- 003
- Plan type
- 2
- Location
- Ada, OK
- Latest filing year
- 2023
- Participants
- 70
- End-of-year plan assets
- $1,793,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 70 | I | 20241007113526NAL0008830451001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,793,746
- Net assets (EOY)
- $1,793,746
- Net assets (BOY)
- $1,487,637
Income & contributions
- Employer contributions
- $62,566
- Participant contributions
- $29,418
- Total income / additions
- $370,552
Expenses & distributions
- Benefits paid
- $64,243
- Administrative expenses
- $200
- Total expenses
- $64,443
- Net increase / (decrease)
- $306,109
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.