First Citizens Financial Corp Employee Stock Ownership Plan — Form 5500 plan (First Citizens Financial Corp)
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, First Citizens Financial Corp Employee Stock Ownership Plan is a benefit plan reported by First Citizens Financial Corp under EIN 42-1113318 and plan number 003. The latest loaded filing year is 2023. The filing reports 249 participants and $33,864,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Citizens Financial Corp
- EIN
- 42-1113318
- Plan number
- 003
- Plan type
- 2
- Location
- Mason City, IA
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $33,864,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H | 20241003103706NAL0004793587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,864,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,864,899
- Net assets (BOY)
- $34,413,595
Income & contributions
- Employer contributions
- $683,000
- Total contributions
- $683,000
- Total income / additions
- $2,810,443
Expenses & distributions
- Benefits paid
- $3,359,139
- Administrative expenses
- $0
- Total expenses
- $3,359,139
- Net increase / (decrease)
- -$548,696
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.