2023 Form 5500 filing — Citizens Bank, Columbia, Mississippi 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 20241009085121NAL0010448611001) for Citizens Bank, Columbia, Mississippi 401(K)Savings Plan, reported by Citizens Bank under EIN 64-0750822 and plan number 003. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241009085121NAL0010448611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizens Bank
- EIN
- 64-0750822
- Plan number
- 003
- Location
- Columbia, MS
- Participants
- 176
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,090,994
- Total liabilities (EOY)
- $28,599
- Net assets (EOY)
- $15,062,395
- Employer contributions
- $655,329
- Participant contributions
- $502,588
- Total income / additions
- $3,117,399
- Benefits paid
- $1,264,072
- Administrative expenses
- $504
- Total expenses
- $1,264,576
- Net increase / (decrease)
- $1,852,823
- Schedule source
- Schedule H