Citizens National Bank Of Greater St. Louis 401(K) Profit Sharing Plan — Form 5500 plan (Citizens National Bank Of Greater St. Louis)
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 National Bank Of Greater St. Louis 401(K) Profit Sharing Plan is a benefit plan reported by Citizens National Bank Of Greater St. Louis under EIN 43-0216490 and plan number 003. The latest loaded filing year is 2023. The filing reports 212 participants and $7,405,685 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citizens National Bank Of Greater St. Louis
- EIN
- 43-0216490
- Plan number
- 003
- Plan type
- 3
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $7,405,685
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20241002101030NAL0003940563001 |
| 2023 | 213 | H, C | 20241002101131NAL0003940963001 |
| 2023 | 207 | H, C | 20241002101234NAL0008643185001 |
| 2023 | 192 | H, C | 20241002101654NAL0004712307001 |
| 2023 | 196 | H, C | 20241002101654NAL0003943843001 |
| 2023 | 190 | H, C | 20241002101803NAL0003944483001 |
| 2023 | 191 | H, C | 20241002101805NAL0003944531001 |
| 2023 | 168 | H, C | 20241002101910NAL0016942082001 |
| 2023 | 183 | H, C | 20241002101910NAL0016304418001 |
| 2023 | 158 | H, C | 20241002102118NAL0008647553001 |
| 2023 | 155 | H, C | 20241025144320NAL0000267313001 |
| 2023 | 197 | H, C | 20241015094515NAL0016080147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,762,868
- Total liabilities (EOY)
- $15,646
- Net assets (EOY)
- $18,747,222
- Net assets (BOY)
- $15,595,128
Income & contributions
- Employer contributions
- $870,026
- Participant contributions
- $863,296
- Total contributions
- $1,774,155
- Total income / additions
- $4,287,268
Expenses & distributions
- Benefits paid
- $1,051,321
- Administrative expenses
- $68,207
- Total expenses
- $1,135,174
- Net increase / (decrease)
- $3,152,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Plan Services, LLC | NONE | $56,725 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $56,508 | not reported in the loaded dataset | 2023 |
| Retirement Plan Services, LLC | NONE | $56,369 | not reported in the loaded dataset | 2023 |
| Retirement Plan Services, LLC | NONE | $53,414 | not reported in the loaded dataset | 2023 |
| Retirement Plan Services, LLC | NONE | $48,117 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $37,794 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $35,390 | not reported in the loaded dataset | 2023 |
| Retirement Plan Services, LLC | NONE | $34,080 | not reported in the loaded dataset | 2023 |
| Retirement Plan Services, LLC | NONE | $33,054 | not reported in the loaded dataset | 2023 |
| Clayton Financial Group, LLC | NONE | $30,413 | not reported in the loaded dataset | 2023 |
| Retirement Plan Services, LLC | NONE | $30,008 | not reported in the loaded dataset | 2023 |
| Clayton Financial Group, LLC | NONE | $28,020 | not reported in the loaded dataset | 2023 |
| Retirement Plan Services, LLC | NONE | $26,586 | $0 | 2023 |
| Clayton Financial Group, LLC | NONE | $25,519 | not reported in the loaded dataset | 2023 |
| Clayton Financial Group, LLC | NONE | $24,448 | not reported in the loaded dataset | 2023 |
| Clayton Financial Group, LLC | NONE | $24,170 | not reported in the loaded dataset | 2023 |
| Epic Rps | NONE | $23,040 | not reported in the loaded dataset | 2023 |
| Retirement Plan Services, LLC | NONE | $9,631 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $13 | $6,162 | 2023 |
| Charles Schwab Trust Bank | NONE | $6 | $5,451 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Citizens National Bank Of Greater St. Louis
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Retirement Plan Services, LLC — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Clayton Financial Group, LLC — Schedule C compensation
- Epic Rps — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation