Original filing (PDF)20250709094910NAL0003239955001

CITIZENS STATE BANK

Name: CITIZENS STATE BANK — CITIZENS STATE BANK PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CITIZENS STATE BANK

Form 5500-SF

FILING_RECEIVED

CITIZENS STATE BANK PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

CITIZENS STATE BANK

EIN

39-0210140

Address

304 N MAIN ST. PO BOX 66 · CADOTT, WI · 547270066

Phone

(715) 289-4253

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES, LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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