Original filing (PDF)20230721064909NAL0005632000001

CITIZENS BANK OF CAPE VINCENT

Name: CITIZENS BANK OF CAPE VINCENT — CITIZENS BANK OF CAPE VINCENT 401(K) PLAN, Form 5500 (2022)
Creator: CITIZENS BANK OF CAPE VINCENT

Form 5500-SF

FILING_RECEIVED

CITIZENS BANK OF CAPE VINCENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CITIZENS BANK OF CAPE VINCENT.

Plan sponsor

Name

CITIZENS BANK OF CAPE VINCENT

EIN

15-0269160

Address

154 EAST BROADWAY · P.O. BOX 277 · CAPE VINCENT, NY · 13618

Phone

(315) 654-2115

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2A · Age/service weighted or new comparability

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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