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CITIZENS BANK & TRUST CO — SBA CASH BALANCE PENSION PLAN FOR CITIZENS BANK & TRUST COMPANY, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251008132334NAL0003037491001
CITIZENS BANK & TRUST CO
Form 5500-SF
FILING_RECEIVED
SBA CASH BALANCE PENSION PLAN FOR CITIZENS BANK & TRUST COMPANY
Defined-benefit pension plan
Active participants
38
Accounts w/ balance
—
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CITIZENS BANK & TRUST CO
.
Find decision makers
Plan sponsor
Name
CITIZENS BANK & TRUST CO
EIN
54-0169450
Address
126 SOUTH MAIN STREET · BLACKSTONE, VA · 238241842
Phone
(434) 292-7221
Industry
Commercial Banking
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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