How big is Citrus View Financial, Inc.'s plan?

Citrus View Financial, Inc.'s plan reported $752K in assets and 4 participants for 2025.

Original filing (PDF)20260302085703NAL0000932737001

Citrus View Financial, Inc.

Name: Citrus View Financial, Inc. — Citrus View Financial, Form 5500 (2025)
Creator: Citrus View Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Citrus View Financial, Inc. 401(k) Plan

401(k) retirement plan · Citrus View Financial, Inc.'s Citrus View Financial, Inc. 401(k) Plan held $752K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$752K

Net assets (EOY)

$752K

Plan identifiers

Citrus View Financial, Inc.'s EIN is 84-2572549.

EIN 84-2572549

Plan number 001

Plan year 2025

ACK ID 20260302085703NAL0000932737001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Citrus View Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Citrus View Financial, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CITRUS VIEW FINANCIAL, INC..

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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