Pension Plan For Employees Of Civista Bancshares, Inc. And Its Affiliates — Form 5500 plan (Civista Bancshares, Inc.)

Plain-English plan 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, Pension Plan For Employees Of Civista Bancshares, Inc. And Its Affiliates is a benefit plan reported by Civista Bancshares, Inc. under EIN 34-1558688 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $9,952,954 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Civista Bancshares, Inc.
EIN
34-1558688
Plan number
001
Plan type
2
Location
Sandusky, OH
Latest filing year
2023
Participants
160
End-of-year plan assets
$9,952,954

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20241015072054NAL0015935907001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,952,954
Total liabilities (EOY)
$0
Net assets (EOY)
$9,952,954
Net assets (BOY)
$10,933,886

Income & contributions

Total contributions
$0
Total income / additions
$955,903

Expenses & distributions

Benefits paid
$1,921,010
Administrative expenses
$15,825
Total expenses
$1,936,835
Net increase / (decrease)
-$980,932

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Diversified Investmet AdvisorsNONE$15,825not reported in the loaded dataset2023

Related Form 5500 pages