· 2022–2024 · DOL EFAST2

Citizens Bank — Citizens Bank Profit Sharing 401(k), Form 5500 (2024)

Original filing (PDF)20250724074803NAL0010756850001

Citizens Bank

Form 5500-SF

FILING_RECEIVED

Citizens Bank Profit Sharing 401(k) Trust

401(k) retirement plan · Citizens Bank's Citizens Bank Profit Sharing 401(k) Trust held $6.5M in plan assets for 61 participants in 2024.

Active participants

61

Accounts w/ balance

64

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

56

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CITIZENS BANK.

Plan sponsor

Name

CITIZENS BANK

EIN

43-0216410all filings

Address

100 CIRCLE DRIVE · PO BOX 197 · NEW HAVEN, MO · 63068

Phone

(573) 237-3051

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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