Daniel McGuire signed First Citizens Financial Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Citizens Financial Corp.'s EIN is 42-1113318.
Download the official 2024 Form 5500 (PDF) for First Citizens Financial Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Citizens Financial Corp.'s plan includes profit-sharing, an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| First Citizens Financial Corp. Common Stock 800.000 shares | Common Stocks | — | $8.6M | $30.5M | 86.1% | |
| Interest-bearing cash * First Citizens Bank Money Market Interest-bearing cash, 1,977,508 shares | Cash / Money Market | — | $1.9M | $1.9M | 5.4% | |
| and notes Ishares Short Duration Bond Active ETF Fixed Income, 20,189 shares | Corporate Bonds | — | $1.0M | $1.0M | 2.9% | |
| PGIM Ultra Short ETF Bond ETF Fixed Income, 20,200 shares | Other securities | — | $997K | $1.0M | 2.8% | |
| ETF JP Morgan Exchange - Traded Fund Ultra Short Inc ETF Fixed Income, 19,848 shares | Common Stocks | — | $998K | $1000K | 2.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
