2023 Form 5500 filing — Pension Plan For Employees Of Civista Bancshares, Inc. And Its Affiliates
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 20241015072054NAL0015935907001) for Pension Plan For Employees Of Civista Bancshares, Inc. And Its Affiliates, reported by Civista Bancshares, Inc. under EIN 34-1558688 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072054NAL0015935907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Civista Bancshares, Inc.
- EIN
- 34-1558688
- Plan number
- 001
- Location
- Sandusky, OH
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,952,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,952,954
- Total income / additions
- $955,903
- Benefits paid
- $1,921,010
- Administrative expenses
- $15,825
- Total expenses
- $1,936,835
- Net increase / (decrease)
- -$980,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Diversified Investmet Advisors | NONE | $15,825 | not reported in the loaded dataset |