2023 Form 5500 filing — The Citizens National Bank Of Bluffton 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 20241001095403NAL0006579793001) for The Citizens National Bank Of Bluffton Employee Stock Ownership Plan, reported by The Citizens National Bank Of Bluff Ton under EIN 34-4205025 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001095403NAL0006579793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Citizens National Bank Of Bluff Ton
- EIN
- 34-4205025
- Plan number
- 001
- Location
- Bluffton, OH
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,228,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,228,879
- Employer contributions
- $924,156
- Total income / additions
- $4,166,419
- Benefits paid
- $4,898,309
- Administrative expenses
- $37,590
- Total expenses
- $4,935,899
- Net increase / (decrease)
- -$769,480
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forvis Mazars, Llp | AUDITOR | $20,614 | not reported in the loaded dataset |
| Benefit Resources, Inc. | TPA | $12,276 | not reported in the loaded dataset |