2023 Form 5500 filing — Citizens Bank Employees' Retirement 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 20241009110522NAL0009134419001) for Citizens Bank Employees' Retirement Plan, reported by Citizens Bank under EIN 64-0750822 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009110522NAL0009134419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizens Bank
- EIN
- 64-0750822
- Plan number
- 001
- Location
- Columbia, MS
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,826,288
- Net assets (EOY)
- $4,826,288
- Employer contributions
- $100,000
- Total income / additions
- $713,945
- Benefits paid
- $77,937
- Administrative expenses
- $55,330
- Total expenses
- $133,267
- Net increase / (decrease)
- $580,678
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Martin Martin Randall & Assoc, Inc. | NONE | $12,630 | not reported in the loaded dataset |