2023 Form 5500 filing — Citizens Community Federal 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724131128NAL0020361104001) for Citizens Community Federal 401(K) Profit Sharing Plan, reported by Citizens Community Federal under EIN 39-0859926 and plan number 002. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724131128NAL0020361104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizens Community Federal
- EIN
- 39-0859926
- Plan number
- 002
- Location
- Eau Claire, WI
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,922,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,922,237
- Employer contributions
- $647,106
- Participant contributions
- $1,200,455
- Total income / additions
- $4,073,181
- Benefits paid
- $1,372,303
- Administrative expenses
- $52,607
- Total expenses
- $1,424,910
- Net increase / (decrease)
- $2,648,271
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orgel Wealth Management LLC | INVESTMENT ADVISOR | $39,684 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $6,134 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPING | $3,716 | $0 |