Citizens Financial Corp DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Citizens Financial Corp
  • Sponsor EIN: 391474224
  • Sponsor Address: 220 GRANT ST, FORT ATKINSON, WI, 535382218
  • Plan Type: DC
  • Total Participants: 26
  • Total Assets: $7.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202426$7.6M$132,000$0
202329$7.2M$132,000$0
202233$6.4M$132,000$0

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