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CITIZENS BANK & TRUST COMPANY DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameCITIZENS BANK & TRUST COMPANY DEFINED BENEFIT PENSION PLAN
Plan identification number 001

CITIZENS BANK & TRUST COMPANY DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GREAT OAKS BANK has sponsored the creation of one or more 401k plans.

Company Name:GREAT OAKS BANK
Employer identification number (EIN):580192860
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CITIZENS BANK & TRUST COMPANY DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01BUNNY WRIGHT2021-06-21 BUNNY WRIGHT2021-06-21
0012019-01-01BERNICE WRIGHT2020-09-25
0012018-01-01BERNICE WRIGHT2019-10-01
0012017-01-01BERNICE WRIGHT2018-10-09
0012016-01-01BERNICE WRIGHT2017-10-10
0012015-01-01BERNICE WRIGHT2017-10-10
0012015-01-01BERNICE WRIGHT2016-10-07
0012014-01-01BERNICE WRIGHT2015-07-06
0012013-01-01BERNICE WRIGHT2014-10-14
0012012-01-01GREG GRIFFITH2013-07-29
0012011-01-01GENE HASKINS2012-10-12 GENE HASKINS2012-10-12
0012010-01-01RALPH R. CHAPMAN2011-07-26 RALPH R. CHAPMAN2011-07-26
0012008-01-01

Financial Data on CITIZENS BANK & TRUST COMPANY DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025 : CITIZENS BANK & TRUST COMPANY DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-270
Total liabilities as of the end of the plan year2025-08-270
Total liabilities as of the beginning of the plan year2025-08-270
Total expenses incurred by plan in this plan year2025-08-27370124
Net assets as of the end of the plan year2025-08-274342774
Total assets as of the beginning of the plan year2025-08-274545241
Value of plan covered by a fidelity bond2025-08-273000000
Participant contributions to plan in this plan year2025-08-270
Other expenses paid from plan in this plan year2025-08-270
Other contributions to plan in this plan year2025-08-270
Other income to plan in this plan year2025-08-27167657
Plan net income in this plan year2025-08-27-202467
Net assets as of the end of the plan year2025-08-274342774
Net assets as of the beginning of the plan year2025-08-274545241
Employer contributions to plan in this plan year2025-08-270
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2712024
2024 : CITIZENS BANK & TRUST COMPANY DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-110
Total liabilities as of the end of the plan year2024-09-110
Total liabilities as of the beginning of the plan year2024-09-110
Total expenses incurred by plan in this plan year2024-09-11360022
Net assets as of the end of the plan year2024-09-114545241
Total assets as of the beginning of the plan year2024-09-114720687
Value of plan covered by a fidelity bond2024-09-113000000
Participant contributions to plan in this plan year2024-09-110
Other expenses paid from plan in this plan year2024-09-110
Other contributions to plan in this plan year2024-09-110
Other income to plan in this plan year2024-09-11184576
Plan net income in this plan year2024-09-11-175446
Net assets as of the end of the plan year2024-09-114545241
Net assets as of the beginning of the plan year2024-09-114720687
Employer contributions to plan in this plan year2024-09-110
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1113226
2022 : CITIZENS BANK & TRUST COMPANY DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-26341765
Net assets as of the end of the plan year2022-07-265674750
Total assets as of the beginning of the plan year2022-07-265367452
Value of plan covered by a fidelity bond2022-07-263000000
Participant contributions to plan in this plan year2022-07-260
Other expenses paid from plan in this plan year2022-07-260
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-26649063
Plan net income in this plan year2022-07-26307298
Net assets as of the end of the plan year2022-07-265674750
Net assets as of the beginning of the plan year2022-07-265367452
Employer contributions to plan in this plan year2022-07-260
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2612838

Form 5500 Responses for CITIZENS BANK & TRUST COMPANY DEFINED BENEFIT PENSION PLAN

2008: CITIZENS BANK & TRUST COMPANY DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Potentially related plans

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