2023 Form 5500 filing — Savings And Retirement Plan For Civista Bancshares, Inc. And 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 20241015072820NAL0046910096001) for Savings And Retirement Plan For Civista Bancshares, Inc. And Affiliates, reported by Civista Bancshares, Inc. under EIN 34-1558688 and plan number 002. It reports 659 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072820NAL0046910096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Civista Bancshares, Inc.
- EIN
- 34-1558688
- Plan number
- 002
- Location
- Sandusky, OH
- Participants
- 659
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,840,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,840,986
- Employer contributions
- $2,679,234
- Participant contributions
- $3,369,042
- Total income / additions
- $19,605,217
- Benefits paid
- $3,736,737
- Administrative expenses
- $93,881
- Total expenses
- $3,830,618
- Net increase / (decrease)
- $15,774,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Admin Services, Inc. | NONE | $93,880 | $0 |