401k Plan data: THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN plan

THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN 401k Plan overview

Plan Name	THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN
Plan identification number	001

THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

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

Company Name: CITIZENS BANK OF WESTON

Employer identification number (EIN): 550143600

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TRACEY QUEEN-YOUNG 2023-09-27 TRACEY QUEEN-YOUNG 2023-09-27
001 2021-01-01 TRACEY QUEEN-YOUNG 2022-10-14 TRACEY QUEEN-YOUNG 2022-10-14
001 2020-01-01 TRACEY QUEEN-YOUNG 2021-10-12 TRACEY QUEEN-YOUNG 2021-10-12
001 2019-01-01 TRACEY HAGER 2020-10-14 TRACEY HAGER 2020-10-14
001 2018-01-01 TRACEY HAGER 2019-10-15 TRACEY HAGER 2019-10-15
001 2017-01-01 TRACEY HAGER 2018-10-15 TRACEY HAGER 2018-10-15
001 2016-01-01 TRACEY HAGER 2017-10-11 TRACEY HAGER 2017-10-11
001 2015-01-01 TRACEY HAGER 2016-10-10 TRACEY HAGER 2016-10-10
001 2014-01-01 TRACEY HAGER 2015-10-12 TRACEY HAGER 2015-10-12
001 2013-01-01 TRACEY HAGER 2014-10-14
001 2012-01-01 MARTIN RILEY 2013-10-15 MARTIN RILEY 2013-10-15
001 2011-01-01 MARTIN J. RILEY 2012-10-02 MARTIN J. RILEY 2012-10-02
001 2010-01-01 MARTIN J. RILEY 2011-09-06 MARTIN J. RILEY 2011-09-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	TRACEY QUEEN-YOUNG	2023-09-27	TRACEY QUEEN-YOUNG	2023-09-27
001	2021-01-01	TRACEY QUEEN-YOUNG	2022-10-14	TRACEY QUEEN-YOUNG	2022-10-14
001	2020-01-01	TRACEY QUEEN-YOUNG	2021-10-12	TRACEY QUEEN-YOUNG	2021-10-12
001	2019-01-01	TRACEY HAGER	2020-10-14	TRACEY HAGER	2020-10-14
001	2018-01-01	TRACEY HAGER	2019-10-15	TRACEY HAGER	2019-10-15
001	2017-01-01	TRACEY HAGER	2018-10-15	TRACEY HAGER	2018-10-15
001	2016-01-01	TRACEY HAGER	2017-10-11	TRACEY HAGER	2017-10-11
001	2015-01-01	TRACEY HAGER	2016-10-10	TRACEY HAGER	2016-10-10
001	2014-01-01	TRACEY HAGER	2015-10-12	TRACEY HAGER	2015-10-12
001	2013-01-01	TRACEY HAGER	2014-10-14
001	2012-01-01	MARTIN RILEY	2013-10-15	MARTIN RILEY	2013-10-15
001	2011-01-01	MARTIN J. RILEY	2012-10-02	MARTIN J. RILEY	2012-10-02
001	2010-01-01	MARTIN J. RILEY	2011-09-06	MARTIN J. RILEY	2011-09-06

Plan Statistics for THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN

401k plan membership statisitcs for THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN

Measure Date Value
2022: THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,717,512
Acturial value of plan assets 2022-12-31 1,582,476
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 569,731
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 8,809
Active participant vested funding target 2022-12-31 1,094,885
Number of active participants 2022-12-31 13
Total funding liabilities for active participants 2022-12-31 1,097,779
Total participant count 2022-12-31 15
Total funding target for all participants 2022-12-31 1,676,319
Balance at beginning of prior year after applicable adjustments 2022-12-31 52,503
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 52,503
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 59,118
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 152,961
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 14,135
Carryover balance elected to use to offset funding requirement 2022-12-31 14,135
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,636,553
Acturial value of plan assets 2021-12-31 1,472,898
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 569,394
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 7,605
Active participant vested funding target 2021-12-31 726,797
Number of active participants 2021-12-31 14
Total funding liabilities for active participants 2021-12-31 726,797
Total participant count 2021-12-31 16
Total funding target for all participants 2021-12-31 1,303,796
Balance at beginning of prior year after applicable adjustments 2021-12-31 62,584
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 18,810
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 43,774
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 52,503
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,511,329
Acturial value of plan assets 2020-12-31 1,438,744
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 591,359
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 7,929
Active participant vested funding target 2020-12-31 809,042
Number of active participants 2020-12-31 16
Total funding liabilities for active participants 2020-12-31 809,042
Total participant count 2020-12-31 18
Total funding target for all participants 2020-12-31 1,408,330
Balance at beginning of prior year after applicable adjustments 2020-12-31 71,133
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 18,810
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 52,323
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 62,584
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 87,043
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 18,810
Carryover balance elected to use to offset funding requirement 2020-12-31 18,810
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,350,615
Acturial value of plan assets 2019-12-31 1,395,462
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 597,580
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 8,020
Active participant vested funding target 2019-12-31 828,764
Number of active participants 2019-12-31 17
Total funding liabilities for active participants 2019-12-31 828,764
Total participant count 2019-12-31 19
Total funding target for all participants 2019-12-31 1,434,364
Balance at beginning of prior year after applicable adjustments 2019-12-31 93,083
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 19,620
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 73,463
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 71,134
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 101,413
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 18,810
Carryover balance elected to use to offset funding requirement 2019-12-31 18,810
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,441,933
Acturial value of plan assets 2018-12-31 1,384,534
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 594,001
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 19,427
Active participant vested funding target 2018-12-31 798,210
Number of active participants 2018-12-31 18
Total funding liabilities for active participants 2018-12-31 798,210
Total participant count 2018-12-31 21
Total funding target for all participants 2018-12-31 1,411,638
Balance at beginning of prior year after applicable adjustments 2018-12-31 81,302
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 81,302
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 93,083
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 120,186
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 19,620
Carryover balance elected to use to offset funding requirement 2018-12-31 19,620
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,446,213
Acturial value of plan assets 2017-12-31 1,526,151
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 574,519
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 7,911
Active participant vested funding target 2017-12-31 837,225
Number of active participants 2017-12-31 20
Total funding liabilities for active participants 2017-12-31 837,225
Total participant count 2017-12-31 22
Total funding target for all participants 2017-12-31 1,419,655
Balance at beginning of prior year after applicable adjustments 2017-12-31 78,530
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 78,530
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 81,302
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,396,878
Acturial value of plan assets 2016-12-31 1,505,593
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 549,118
Active participant vested funding target 2016-12-31 779,892
Number of active participants 2016-12-31 20
Total funding liabilities for active participants 2016-12-31 779,892
Total participant count 2016-12-31 22
Total funding target for all participants 2016-12-31 1,329,010
Balance at beginning of prior year after applicable adjustments 2016-12-31 81,361
Amount remaining of carryover balance 2016-12-31 81,361
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 78,530
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,717,512
Acturial value of plan assets	2022-12-31	1,582,476
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	569,731
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	8,809
Active participant vested funding target	2022-12-31	1,094,885
Number of active participants	2022-12-31	13
Total funding liabilities for active participants	2022-12-31	1,097,779
Total participant count	2022-12-31	15
Total funding target for all participants	2022-12-31	1,676,319
Balance at beginning of prior year after applicable adjustments	2022-12-31	52,503
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	52,503
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	59,118
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	152,961
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	14,135
Carryover balance elected to use to offset funding requirement	2022-12-31	14,135
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,636,553
Acturial value of plan assets	2021-12-31	1,472,898
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	569,394
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	7,605
Active participant vested funding target	2021-12-31	726,797
Number of active participants	2021-12-31	14
Total funding liabilities for active participants	2021-12-31	726,797
Total participant count	2021-12-31	16
Total funding target for all participants	2021-12-31	1,303,796
Balance at beginning of prior year after applicable adjustments	2021-12-31	62,584
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	18,810
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	43,774
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	52,503
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,511,329
Acturial value of plan assets	2020-12-31	1,438,744
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	591,359
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	7,929
Active participant vested funding target	2020-12-31	809,042
Number of active participants	2020-12-31	16
Total funding liabilities for active participants	2020-12-31	809,042
Total participant count	2020-12-31	18
Total funding target for all participants	2020-12-31	1,408,330
Balance at beginning of prior year after applicable adjustments	2020-12-31	71,133
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	18,810
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	52,323
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	62,584
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	87,043
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	18,810
Carryover balance elected to use to offset funding requirement	2020-12-31	18,810
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,350,615
Acturial value of plan assets	2019-12-31	1,395,462
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	597,580
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	8,020
Active participant vested funding target	2019-12-31	828,764
Number of active participants	2019-12-31	17
Total funding liabilities for active participants	2019-12-31	828,764
Total participant count	2019-12-31	19
Total funding target for all participants	2019-12-31	1,434,364
Balance at beginning of prior year after applicable adjustments	2019-12-31	93,083
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	19,620
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	73,463
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	71,134
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	101,413
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	18,810
Carryover balance elected to use to offset funding requirement	2019-12-31	18,810
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,441,933
Acturial value of plan assets	2018-12-31	1,384,534
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	594,001
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	19,427
Active participant vested funding target	2018-12-31	798,210
Number of active participants	2018-12-31	18
Total funding liabilities for active participants	2018-12-31	798,210
Total participant count	2018-12-31	21
Total funding target for all participants	2018-12-31	1,411,638
Balance at beginning of prior year after applicable adjustments	2018-12-31	81,302
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	81,302
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	93,083
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	120,186
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	19,620
Carryover balance elected to use to offset funding requirement	2018-12-31	19,620
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,446,213
Acturial value of plan assets	2017-12-31	1,526,151
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	574,519
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	7,911
Active participant vested funding target	2017-12-31	837,225
Number of active participants	2017-12-31	20
Total funding liabilities for active participants	2017-12-31	837,225
Total participant count	2017-12-31	22
Total funding target for all participants	2017-12-31	1,419,655
Balance at beginning of prior year after applicable adjustments	2017-12-31	78,530
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	78,530
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	81,302
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE CITIZENS BANK OF WESTON AMENDED RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,396,878
Acturial value of plan assets	2016-12-31	1,505,593
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	549,118
Active participant vested funding target	2016-12-31	779,892
Number of active participants	2016-12-31	20
Total funding liabilities for active participants	2016-12-31	779,892
Total participant count	2016-12-31	22
Total funding target for all participants	2016-12-31	1,329,010
Balance at beginning of prior year after applicable adjustments	2016-12-31	81,361
Amount remaining of carryover balance	2016-12-31	81,361
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	78,530
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	CITIZENS BANK OF WESTON
Employer identification number (EIN):	550143600
NAIC Classification:	522110
NAIC Description:	Commercial Banking