CITIZENS COMMUNITY BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CITIZENS COMMUNITY BANK 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: CITIZENS COMMUNITY BANK 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-31 | 51 |
| Total number of particpants at end of year | 2025-07-31 | 51 |
| Number of Participants With Account Balances | 2025-07-31 | 46 |
| 2024: CITIZENS COMMUNITY BANK 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-30 | 50 |
| Total number of particpants at end of year | 2024-07-30 | 50 |
| Number of Participants With Account Balances | 2024-07-30 | 46 |
| 2012: CITIZENS COMMUNITY BANK 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 37 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
| Total of all active and inactive participants | 2012-01-01 | 45 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 45 |
| Number of participants with account balances | 2012-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: CITIZENS COMMUNITY BANK 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 42 |
| Number of participants with account balances | 2011-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: CITIZENS COMMUNITY BANK 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 8 |
| Total of all active and inactive participants | 2010-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 44 |
| Number of participants with account balances | 2010-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: CITIZENS COMMUNITY BANK 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 8 |
| Total of all active and inactive participants | 2009-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 41 |
| Number of participants with account balances | 2009-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2008: CITIZENS COMMUNITY BANK 401(K) PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 5 |
| Total of all active and inactive participants | 2008-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 36 |
| Number of participants with account balances | 2008-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : CITIZENS COMMUNITY BANK 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-31 | 1553762 |
| Net assets as of the end of the plan year | 2025-07-31 | 7770186 |
| Total assets as of the beginning of the plan year | 2025-07-31 | 7685855 |
| Participant contributions to plan in this plan year | 2025-07-31 | 284010 |
| Value of participant loans at end of plan year | 2025-07-31 | 96611 |
| Other expenses paid from plan in this plan year | 2025-07-31 | 12063 |
| Other contributions to plan in this plan year | 2025-07-31 | 4735 |
| Other income to plan in this plan year | 2025-07-31 | 1243009 |
| Plan net income in this plan year | 2025-07-31 | 84331 |
| Net assets as of the end of the plan year | 2025-07-31 | 7770186 |
| Net assets as of the beginning of the plan year | 2025-07-31 | 7685855 |
| Employer contributions to plan in this plan year | 2025-07-31 | 106339 |
| Fees paid to broker by Benefit Provider | 2025-07-31 | 4 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-31 | 23597 |
| 2024 : CITIZENS COMMUNITY BANK 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-30 | 623957 |
| Net assets as of the end of the plan year | 2024-07-30 | 7685855 |
| Total assets as of the beginning of the plan year | 2024-07-30 | 6608978 |
| Participant contributions to plan in this plan year | 2024-07-30 | 290181 |
| Value of participant loans at end of plan year | 2024-07-30 | 63766 |
| Other income to plan in this plan year | 2024-07-30 | 1302807 |
| Plan net income in this plan year | 2024-07-30 | 1076877 |
| Net assets as of the end of the plan year | 2024-07-30 | 7685855 |
| Net assets as of the beginning of the plan year | 2024-07-30 | 6608978 |
| Employer contributions to plan in this plan year | 2024-07-30 | 107846 |
| Fees paid to broker by Benefit Provider | 2024-07-30 | 2 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-30 | 30878 |
| 2012 : CITIZENS COMMUNITY BANK 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $533,625 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $70,074 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $68,789 |
| Total plan assets at end of year | 2012-12-31 | $2,696,147 |
| Total plan assets at beginning of year | 2012-12-31 | $2,232,596 |
| Value of fidelity bond covering the plan | 2012-12-31 | $3,500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $155,260 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $362 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $317,606 |
| Net income (gross income less expenses) | 2012-12-31 | $463,551 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,696,147 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,232,596 |
| Assets. Value of participant loans | 2012-12-31 | $7,056 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $60,759 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $923 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : CITIZENS COMMUNITY BANK 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $147,314 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $92,819 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $90,883 |
| Total plan assets at end of year | 2011-12-31 | $2,232,596 |
| Total plan assets at beginning of year | 2011-12-31 | $2,178,101 |
| Value of fidelity bond covering the plan | 2011-12-31 | $3,500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $147,016 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $191 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-57,693 |
| Net income (gross income less expenses) | 2011-12-31 | $54,495 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,232,596 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,178,101 |
| Assets. Value of participant loans | 2011-12-31 | $354 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $57,991 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $1,745 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : CITIZENS COMMUNITY BANK 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $409,452 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $53,754 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $53,713 |
| Total plan assets at end of year | 2010-12-31 | $2,178,101 |
| Total plan assets at beginning of year | 2010-12-31 | $1,822,403 |
| Value of fidelity bond covering the plan | 2010-12-31 | $3,500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $135,491 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $41 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $221,374 |
| Net income (gross income less expenses) | 2010-12-31 | $355,698 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,178,101 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,822,403 |
| Assets. Value of participant loans | 2010-12-31 | $34,259 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $52,587 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2012: CITIZENS COMMUNITY BANK 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: CITIZENS COMMUNITY BANK 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: CITIZENS COMMUNITY BANK 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: CITIZENS COMMUNITY BANK 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: CITIZENS COMMUNITY BANK 401(K) PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
