Citizens Bank Of Las Cruces Employee Stock Ownership & Profit Sharing Plan — Form 5500 plan (Citizens Bank Of Las Cruces)
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 Las Cruces Employee Stock Ownership & Profit Sharing Plan is a benefit plan reported by Citizens Bank Of Las Cruces under EIN 85-0207454 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $37,751,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citizens Bank Of Las Cruces
- EIN
- 85-0207454
- Plan number
- 001
- Plan type
- 2
- Location
- Las Cruces, NM
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $37,751,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241012120157NAL0041472224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,751,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,751,822
- Net assets (BOY)
- $32,847,642
Income & contributions
- Employer contributions
- $1,822,656
- Participant contributions
- $461,830
- Total contributions
- $2,284,486
- Total income / additions
- $7,191,344
Expenses & distributions
- Benefits paid
- $2,242,546
- Administrative expenses
- $1,519
- Total expenses
- $2,287,164
- Net increase / (decrease)
- $4,904,180
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISORY | $0 | $48,564 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,518 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |