2023 Form 5500 filing — First Citizens Bank Corp. 401(K) Savings 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 20241003145609NAL0009972657001) for First Citizens Bank Corp. 401(K) Savings Plan, reported by First Citizens Bank Corp. under EIN 42-1113318 and plan number 004. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003145609NAL0009972657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Citizens Bank Corp.
- EIN
- 42-1113318
- Plan number
- 004
- Location
- Mason City, IA
- Participants
- 287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,494,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,494,385
- Employer contributions
- $419,083
- Participant contributions
- $1,359,610
- Total income / additions
- $8,429,688
- Benefits paid
- $2,935,567
- Administrative expenses
- $46,500
- Total expenses
- $2,982,067
- Net increase / (decrease)
- $5,447,621
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $31,500 | $0 |
| First Citizens Financial Corp. | SELF | $15,000 | not reported in the loaded dataset |