2023 Form 5500 filing — Citizens National Bank Of Greater St. Louis 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 20241002101131NAL0003940963001) for Citizens National Bank Of Greater St. Louis 401(K) Profit Sharing Plan, reported by Citizens National Bank Of Greater St. Louis under EIN 43-0216490 and plan number 003. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002101131NAL0003940963001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Citizens National Bank Of Greater St. Louis
- EIN
- 43-0216490
- Plan number
- 003
- Location
- St. Louis, MO
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,762,868
- Total liabilities (EOY)
- $15,646
- Net assets (EOY)
- $18,747,222
- Employer contributions
- $870,026
- Participant contributions
- $863,296
- Total income / additions
- $4,287,268
- Benefits paid
- $1,051,321
- Administrative expenses
- $68,207
- Total expenses
- $1,135,174
- Net increase / (decrease)
- $3,152,094
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Plan Services, LLC | NONE | $56,725 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $56,508 | not reported in the loaded dataset |
| Retirement Plan Services, LLC | NONE | $56,369 | not reported in the loaded dataset |
| Retirement Plan Services, LLC | NONE | $53,414 | not reported in the loaded dataset |
| Retirement Plan Services, LLC | NONE | $48,117 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $37,794 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $35,390 | not reported in the loaded dataset |
| Retirement Plan Services, LLC | NONE | $34,080 | not reported in the loaded dataset |
| Retirement Plan Services, LLC | NONE | $33,054 | not reported in the loaded dataset |
| Clayton Financial Group, LLC | NONE | $30,413 | not reported in the loaded dataset |
| Retirement Plan Services, LLC | NONE | $30,008 | not reported in the loaded dataset |
| Clayton Financial Group, LLC | NONE | $28,020 | not reported in the loaded dataset |
| Retirement Plan Services, LLC | NONE | $26,586 | $0 |
| Clayton Financial Group, LLC | NONE | $25,519 | not reported in the loaded dataset |
| Clayton Financial Group, LLC | NONE | $24,448 | not reported in the loaded dataset |
| Clayton Financial Group, LLC | NONE | $24,170 | not reported in the loaded dataset |
| Epic Rps | NONE | $23,040 | not reported in the loaded dataset |
| Retirement Plan Services, LLC | NONE | $9,631 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $13 | $6,162 |
| Charles Schwab Trust Bank | NONE | $6 | $5,451 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |