The Citizens National Bank Of Bluffton Employee Stock Ownership Plan — Form 5500 plan (The Citizens National Bank Of Bluff Ton)
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, The Citizens National Bank Of Bluffton Employee Stock Ownership Plan is a benefit plan reported by The Citizens National Bank Of Bluff Ton under EIN 34-4205025 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $30,228,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Citizens National Bank Of Bluff Ton
- EIN
- 34-4205025
- Plan number
- 001
- Plan type
- 2
- Location
- Bluffton, OH
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $30,228,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241001095403NAL0006579793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,228,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,228,879
- Net assets (BOY)
- $30,998,359
Income & contributions
- Employer contributions
- $924,156
- Total contributions
- $924,156
- Total income / additions
- $4,166,419
Expenses & distributions
- Benefits paid
- $4,898,309
- Administrative expenses
- $37,590
- Total expenses
- $4,935,899
- Net increase / (decrease)
- -$769,480
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forvis Mazars, Llp | AUDITOR | $20,614 | not reported in the loaded dataset | 2023 |
| Benefit Resources, Inc. | TPA | $12,276 | not reported in the loaded dataset | 2023 |