Citizens Community Federal 401(K) Profit Sharing Plan — Form 5500 plan (Citizens Community Federal)
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 Community Federal 401(K) Profit Sharing Plan is a benefit plan reported by Citizens Community Federal under EIN 39-0859926 and plan number 002. The latest loaded filing year is 2023. The filing reports 318 participants and $15,922,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citizens Community Federal
- EIN
- 39-0859926
- Plan number
- 002
- Plan type
- 2
- Location
- Eau Claire, WI
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $15,922,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20240724131128NAL0020361104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,922,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,922,237
- Net assets (BOY)
- $13,273,966
Income & contributions
- Employer contributions
- $647,106
- Participant contributions
- $1,200,455
- Total contributions
- $2,079,140
- Total income / additions
- $4,073,181
Expenses & distributions
- Benefits paid
- $1,372,303
- Administrative expenses
- $52,607
- Total expenses
- $1,424,910
- Net increase / (decrease)
- $2,648,271
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Orgel Wealth Management LLC | INVESTMENT ADVISOR | $39,684 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $6,134 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPING | $3,716 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Citizens Community Federal
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Eau Claire, WI
- Orgel Wealth Management LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation