2023 Form 5500 filing — Citizens Bank 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 20240924130303NAL0007461667001) for Citizens Bank Employee Stock Ownership Plan, reported by Citizens Bank under EIN 39-0210030 and plan number 002. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240924130303NAL0007461667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizens Bank
- EIN
- 39-0210030
- Plan number
- 002
- Location
- Mukwonago, WI
- Participants
- 220
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,280,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,280,224
- Employer contributions
- $375,994
- Total income / additions
- $854,702
- Benefits paid
- $209,540
- Administrative expenses
- $0
- Total expenses
- $209,540
- Net increase / (decrease)
- $645,162
- Schedule source
- Schedule H