2023 Form 5500 filing — Citizens Financial Corporation Employee Stock Ownership 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 20240920170008NAL0008139441001) for Citizens Financial Corporation Employee Stock Ownership Plan, reported by Citizens Financial Corp under EIN 39-1474224 and plan number 002. It reports 48 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240920170008NAL0008139441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizens Financial Corp
- EIN
- 39-1474224
- Plan number
- 002
- Location
- Fort Atkinson, WI
- Participants
- 48
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,177,557
- Total liabilities (EOY)
- $1,878,447
- Net assets (EOY)
- $5,299,110
- Employer contributions
- $132,000
- Participant contributions
- $0
- Total income / additions
- $962,426
- Benefits paid
- $266,808
- Administrative expenses
- $0
- Total expenses
- $328,590
- Net increase / (decrease)
- $633,836
- Schedule source
- Schedule I