How big is Citizens National Bank's plan?

Citizens National Bank's plan reported $9.1M in assets and 75 participants for 2024.

Original filing (PDF)20251014105333NAL0005552658001

Citizens National Bank

Name: Citizens National Bank — Citizens National Bank, Form 5500 (2024)
Creator: Citizens National Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Citizens National Bank 401(k) Plan

401(k) retirement plan · Citizens National Bank's Citizens National Bank 401(k) Plan held $9.1M in plan assets for 75 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

People on this filing

Michelle Lynch signed Citizens National Bank's 2024 Form 5500 as plan administrator.

Michelle Lynch — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Citizens National Bank's EIN is 74-0557720.

EIN 74-0557720

Plan number 002

Plan year 2024

ACK ID 20251014105333NAL0005552658001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Citizens National Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Citizens National Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score