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, Citizens Bank 401k Mukwonago, Wi is a benefit plan reported by Citizens Bank under EIN 39-0210030 and plan number 003. The latest loaded filing year is 2023. The filing reports 238 participants and $19,733,044 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,733,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,733,044
- Net assets (BOY)
- $16,518,294
Income & contributions
- Employer contributions
- $382,904
- Participant contributions
- $910,275
- Total contributions
- $1,461,545
- Total income / additions
- $3,825,267
Expenses & distributions
- Benefits paid
- $565,716
- Administrative expenses
- $44,801
- Total expenses
- $610,517
- Net increase / (decrease)
- $3,214,750