Stephen Guillaume signed First Citizens Community Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Citizens Community Bank's EIN is 24-0652238.
Download the official 2024 Form 5500 (PDF) for First Citizens Community Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Citizens Community Bank's plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Citizens Financial Services Inc. 11,644 shares | Common Stocks | — | $77K | $737K | 6.3% | |
| MFS International Equity I | Mutual Funds | — | $624K | $677K | 5.8% | |
| Blackrock iShares S&P MidCap 400 ETF | Other securities | — | $207K | $623K | 5.3% | |
| Apple Inc. 1,750 shares | Common Stocks | — | $10K | $438K | 3.7% | |
| Alphabet Inc. Class A 2,000 shares | Common Stocks | — | $51K | $379K | 3.2% | |
| Microsoft Corp. Com 850 shares | Common Stocks | — | $21K | $358K | 3.1% | |
| First Citizens Community Bank Money Market Investors 310,829 shares | Cash / Money Market | — | $311K | $311K | 2.7% | |
| Pimco 0-5 Year High Yield Corporate Bond ETF | Mutual Funds | — | $336K | $309K | 2.6% | |
| Amazon.com Inc. 1,400 shares | Common Stocks | — | $128K | $307K | 2.6% | |
| Blackrock iShares MSCI EAFE ETF | Other securities | — | $224K | $265K | 2.3% | |
| Procter & Gamble Co. 1,400 shares | Common Stocks | — | $126K | $235K | 2.0% | |
| Vanguard FTSE Emerging Markets ETF | Mutual Funds | — | $212K | $220K | 1.9% | |
| Blackrock iShare Core U.S. REIT ETF | Common Stocks | — | $171K | $193K | 1.6% | |
| Johnson & Johnson 1,305 shares | Other securities | — | $102K | $189K | 1.6% | |
| Honeywell International Inc. 800 shares | Common Stocks | — | $77K | $181K | 1.5% | |
| United Health Group 350 shares | Common Stocks | — | $86K | $177K | 1.5% | |
| Blackrock iShares Russell 2000 Index | Common Collective Trusts | — | $157K | $177K | 1.5% | |
| Baird Short-Term Bond Fund | Other securities | — | $171K | $166K | 1.4% | |
| BlackRock Inc. 160 shares | Common Stocks | — | $53K | $164K | 1.4% | |
| McDonalds Corp. Com 560 shares | Common Stocks | — | $22K | $162K | 1.4% | |
| NVIDIA Corp. 1,200 shares | Common Stocks | — | $119K | $161K | 1.4% | |
| Pepsico Inc. 1,000 shares | Common Stocks | — | $67K | $152K | 1.3% | |
| Cadence Design Systems Inc. 500 shares | Common Stocks | — | $78K | $150K | 1.3% | |
| Adobe Systems Inc. 325 shares | Common Stocks | — | $105K | $145K | 1.2% | |
| Paychex Inc. 1,000 shares | Common Stocks | — | $39K | $140K | 1.2% | |
| Chevron Corp. 968 shares | Common Stocks | — | $40K | $140K | 1.2% | |
| Federated Total Return Bond Fund | Other securities | — | $149K | $123K | 1.1% | |
| Medtronic Inc. 1,345 shares | Common Stocks | — | $76K | $107K | 0.9% | |
| Meta Platforms Inc. 175 shares | Common Stocks | — | $56K | $102K | 0.9% | |
| JP Morgan Chase & Co. 425 shares | Common Stocks | — | $49K | $102K | 0.9% | |
| Pfizer Inc. 3,835 shares | Common Stocks | — | $112K | $102K | 0.9% | |
| Waste Management 4.95% due 7/3/31, par value $100,000 | Bonds / Notes | — | $105K | $100K | 0.9% | |
| Mastercard Inc. 2.00% due 3/3/25, par value $100,000 | Bonds / Notes | — | $96K | $100K | 0.8% | |
| American Honda Finance 4.60% due 7/17/30, par value $100,000 | Bonds / Notes | — | $102K | $98K | 0.8% | |
| Vanguard Short-Term Treasury Index | Mutual Funds | — | $96K | $97K | 0.8% | |
| US Bancorp 2.375% due 7/22/26, par value $100,000 | Bonds / Notes | — | $96K | $97K | 0.8% | |
| BP Capital Markets 3.723% due 11/28/28, par value $100,000 | Bonds / Notes | — | $99K | $96K | 0.8% | |
| Schwab Corp. 0.90% due 3/11/26, par value $100,000 | Mutual Funds | — | $98K | $96K | 0.8% | |
| Vanguard Interm-Term Treasury Index | Mutual Funds | — | $96K | $95K | 0.8% | |
| Chevron Corp. 1.995% due 5/11/27, par value $100,000 | Bonds / Notes | — | $101K | $94K | 0.8% | |
| Air Products 1.85% due 5/15/27, par value $100,000 | Bonds / Notes | — | $89K | $94K | 0.8% | |
| Exxon Mobil 2.44% due 8/16/29, par value $100,000 | Bonds / Notes | — | $86K | $91K | 0.8% | |
| Starbucks 1,000 shares | Other securities | — | $68K | $91K | 0.8% | |
| Cisco Systems Inc. 1,500 shares | Common Stocks | — | $76K | $89K | 0.8% | |
| Tesla 200 shares | Other securities | — | $46K | $81K | 0.7% | |
| Blackrock iShares Core S&P 500 ETF | Common Collective Trusts | — | $37K | $79K | 0.7% | |
| Visa Inc. 250 shares | Common Stocks | — | $49K | $79K | 0.7% | |
| BHP Finance 5.25% due 9/8/30, par value $75,000 | Bonds / Notes | — | $76K | $76K | 0.7% | |
| Toyota Motor 5.25% due 9/11/28, par value $75,000 | Bonds / Notes | — | $74K | $76K | 0.6% | |
| JP Morgan Chase & Co. 3.125% due 1/23/25, par value $75,000 | Bonds / Notes | — | $75K | $75K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
