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CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameCITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

CITIZENS BANK OF KANSAS has sponsored the creation of one or more 401k plans.

Company Name:CITIZENS BANK OF KANSAS
Employer identification number (EIN):480296945
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01STACY A. GEAR
0022023-01-01
0022023-01-01STACY A. GEAR
0022022-01-01
0022022-01-01STACY A. GEAR
0022021-01-01
0022021-01-01STACY A. GEAR
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01STACY A GEAR
0022016-01-01BECKY CLOUGH
0022016-01-01
0022016-01-01
0022015-01-01STACY GEAR
0022014-01-01MARK D. KEENY
0022013-01-01MARK KEENY
0022012-01-01MARK KEENY

Financial Data on CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total income from all sources2023-12-31$118,424
Expenses. Total of all expenses incurred2023-12-31$157,706
Benefits paid (including direct rollovers)2023-12-31$157,706
Total plan assets at end of year2023-12-31$1,334,767
Total plan assets at beginning of year2023-12-31$1,374,049
Value of fidelity bond covering the plan2023-12-31$3,500,000
Other income received2023-12-31$18,424
Net income (gross income less expenses)2023-12-31$-39,282
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,334,767
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,374,049
Assets. Value of employer securities2023-12-31$1,187,626
Total contributions received or receivable from employer(s)2023-12-31$100,000
2022 : CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total income from all sources2022-12-31$204,692
Expenses. Total of all expenses incurred2022-12-31$127,319
Benefits paid (including direct rollovers)2022-12-31$125,463
Total plan assets at end of year2022-12-31$1,374,049
Total plan assets at beginning of year2022-12-31$1,296,676
Value of fidelity bond covering the plan2022-12-31$3,500,000
Other income received2022-12-31$44,692
Net income (gross income less expenses)2022-12-31$77,373
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,374,049
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,296,676
Assets. Value of employer securities2022-12-31$1,196,380
Total contributions received or receivable from employer(s)2022-12-31$160,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,856
2021 : CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$251,873
Expenses. Total of all expenses incurred2021-12-31$39,013
Benefits paid (including direct rollovers)2021-12-31$38,293
Total plan assets at end of year2021-12-31$1,296,676
Total plan assets at beginning of year2021-12-31$1,083,816
Value of fidelity bond covering the plan2021-12-31$3,500,000
Other income received2021-12-31$129,873
Net income (gross income less expenses)2021-12-31$212,860
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,296,676
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,083,816
Assets. Value of employer securities2021-12-31$1,177,413
Total contributions received or receivable from employer(s)2021-12-31$122,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$720
2020 : CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$140,345
Expenses. Total of all expenses incurred2020-12-31$15,145
Benefits paid (including direct rollovers)2020-12-31$14,895
Total plan assets at end of year2020-12-31$1,083,816
Total plan assets at beginning of year2020-12-31$958,616
Value of fidelity bond covering the plan2020-12-31$3,500,000
Total contributions received or receivable from participants2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-4,655
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$125,200
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,083,816
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$958,616
Assets. Value of employer securities2020-12-31$934,949
Total contributions received or receivable from employer(s)2020-12-31$145,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources2019-12-31$236,291
Expenses. Total of all expenses incurred2019-12-31$15,194
Benefits paid (including direct rollovers)2019-12-31$14,994
Total plan assets at end of year2019-12-31$958,616
Total plan assets at beginning of year2019-12-31$737,519
Value of fidelity bond covering the plan2019-12-31$3,500,000
Expenses. Other expenses not covered elsewhere2019-12-31$200
Other income received2019-12-31$116,291
Net income (gross income less expenses)2019-12-31$221,097
Net plan assets at end of year (total assets less liabilities)2019-12-31$958,616
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$737,519
Assets. Value of employer securities2019-12-31$814,680
Total contributions received or receivable from employer(s)2019-12-31$120,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources2018-12-31$167,763
Expenses. Total of all expenses incurred2018-12-31$26,221
Benefits paid (including direct rollovers)2018-12-31$25,971
Total plan assets at end of year2018-12-31$737,519
Total plan assets at beginning of year2018-12-31$595,977
Value of fidelity bond covering the plan2018-12-31$3,500,000
Contributions received from other sources (not participants or employers)2018-12-31$17,763
Net income (gross income less expenses)2018-12-31$141,542
Net plan assets at end of year (total assets less liabilities)2018-12-31$737,519
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$595,977
Assets. Value of employer securities2018-12-31$570,489
Total contributions received or receivable from employer(s)2018-12-31$150,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources2017-12-31$152,317
Expenses. Total of all expenses incurred2017-12-31$4,246
Benefits paid (including direct rollovers)2017-12-31$4,246
Total plan assets at end of year2017-12-31$595,977
Total plan assets at beginning of year2017-12-31$447,906
Value of fidelity bond covering the plan2017-12-31$3,500,000
Other income received2017-12-31$32,317
Net income (gross income less expenses)2017-12-31$148,071
Net plan assets at end of year (total assets less liabilities)2017-12-31$595,977
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$447,906
Assets. Value of employer securities2017-12-31$457,076
Total contributions received or receivable from employer(s)2017-12-31$120,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources2016-12-31$102,794
Expenses. Total of all expenses incurred2016-12-31$21,244
Benefits paid (including direct rollovers)2016-12-31$20,880
Total plan assets at end of year2016-12-31$447,906
Total plan assets at beginning of year2016-12-31$366,356
Value of fidelity bond covering the plan2016-12-31$3,500,000
Other income received2016-12-31$17,794
Net income (gross income less expenses)2016-12-31$81,550
Net plan assets at end of year (total assets less liabilities)2016-12-31$447,906
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$366,356
Assets. Value of employer securities2016-12-31$358,295
Total contributions received or receivable from employer(s)2016-12-31$85,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$364
2015 : CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources2015-12-31$185,964
Expenses. Total of all expenses incurred2015-12-31$11,764
Benefits paid (including direct rollovers)2015-12-31$11,764
Total plan assets at end of year2015-12-31$366,356
Total plan assets at beginning of year2015-12-31$192,156
Value of fidelity bond covering the plan2015-12-31$3,500,000
Other income received2015-12-31$25,964
Net income (gross income less expenses)2015-12-31$174,200
Net plan assets at end of year (total assets less liabilities)2015-12-31$366,356
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$192,156
Assets. Value of employer securities2015-12-31$256,200
Total contributions received or receivable from employer(s)2015-12-31$160,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources2014-12-31$11,153
Expenses. Total of all expenses incurred2014-12-31$6,350
Benefits paid (including direct rollovers)2014-12-31$6,350
Total plan assets at end of year2014-12-31$192,156
Total plan assets at beginning of year2014-12-31$187,353
Value of fidelity bond covering the plan2014-12-31$3,500,000
Other income received2014-12-31$11,153
Net income (gross income less expenses)2014-12-31$4,803
Net plan assets at end of year (total assets less liabilities)2014-12-31$192,156
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$187,353
Assets. Value of employer securities2014-12-31$189,380
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources2013-12-31$77,800
Expenses. Total of all expenses incurred2013-12-31$1,047
Benefits paid (including direct rollovers)2013-12-31$1,047
Total plan assets at end of year2013-12-31$187,353
Total plan assets at beginning of year2013-12-31$110,600
Value of fidelity bond covering the plan2013-12-31$3,500,000
Other income received2013-12-31$5,180
Net income (gross income less expenses)2013-12-31$76,753
Net plan assets at end of year (total assets less liabilities)2013-12-31$187,353
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$110,600
Assets. Value of employer securities2013-12-31$110,331
Total contributions received or receivable from employer(s)2013-12-31$72,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources2012-12-31$110,600
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$110,600
Total plan assets at beginning of year2012-12-31$0
Value of fidelity bond covering the plan2012-12-31$1,000,000
Net income (gross income less expenses)2012-12-31$110,600
Net plan assets at end of year (total assets less liabilities)2012-12-31$110,600
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$110,600

Form 5500 Responses for CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN

2023: CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CITIZENS BANK OF KANSAS, N.A. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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