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 | 2025-06-10 | 41 |
| Total number of particpants at end of year | 2025-06-10 | 39 |
| Number of Participants With Account Balances | 2025-06-10 | 35 |
| 2024: CITIZENS COMMUNITY BANK 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-01 | 39 |
| Total number of particpants at end of year | 2024-07-01 | 43 |
| Number of Participants With Account Balances | 2024-07-01 | 35 |
| 2014: CITIZENS COMMUNITY BANK 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
| Total of all active and inactive participants | 2014-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 39 |
| Number of participants with account balances | 2014-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: CITIZENS COMMUNITY BANK 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
| Total of all active and inactive participants | 2013-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 41 |
| Number of participants with account balances | 2013-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
| 2012: CITIZENS COMMUNITY BANK 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 36 |
| 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 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 41 |
| 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 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 33 |
| 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 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 38 |
| Number of participants with account balances | 2011-01-01 | 38 |
| 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 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 34 |
| 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 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 37 |
| Number of participants with account balances | 2010-01-01 | 37 |
| 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 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 37 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 37 |
| Total participants | 2009-01-01 | 37 |
| Number of participants with account balances | 2009-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2007: CITIZENS COMMUNITY BANK 401(K) PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
| Total of all active and inactive participants | 2007-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 32 |
| Number of participants with account balances | 2007-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : CITIZENS COMMUNITY BANK 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-10 | 105723 |
| Net assets as of the end of the plan year | 2025-06-10 | 3607853 |
| Total assets as of the beginning of the plan year | 2025-06-10 | 3067802 |
| Value of plan covered by a fidelity bond | 2025-06-10 | 2000000 |
| Participant contributions to plan in this plan year | 2025-06-10 | 158785 |
| Other income to plan in this plan year | 2025-06-10 | 389670 |
| Plan net income in this plan year | 2025-06-10 | 540051 |
| Net assets as of the end of the plan year | 2025-06-10 | 3607853 |
| Net assets as of the beginning of the plan year | 2025-06-10 | 3067802 |
| Employer contributions to plan in this plan year | 2025-06-10 | 97319 |
| Fees paid to broker by Benefit Provider | 2025-06-10 | 13597 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-10 | 17137 |
| 2024 : CITIZENS COMMUNITY BANK 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-01 | 135544 |
| Net assets as of the end of the plan year | 2024-07-01 | 3067802 |
| Total assets as of the beginning of the plan year | 2024-07-01 | 2508209 |
| Value of plan covered by a fidelity bond | 2024-07-01 | 2000000 |
| Participant contributions to plan in this plan year | 2024-07-01 | 155224 |
| Other income to plan in this plan year | 2024-07-01 | 443712 |
| Plan net income in this plan year | 2024-07-01 | 559593 |
| Net assets as of the end of the plan year | 2024-07-01 | 3067802 |
| Net assets as of the beginning of the plan year | 2024-07-01 | 2508209 |
| Employer contributions to plan in this plan year | 2024-07-01 | 96201 |
| Fees paid to broker by Benefit Provider | 2024-07-01 | 11078 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-01 | 14830 |
| 2014 : CITIZENS COMMUNITY BANK 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $243,217 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $208,221 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $208,121 |
| Total plan assets at end of year | 2014-12-31 | $1,960,958 |
| Total plan assets at beginning of year | 2014-12-31 | $1,925,962 |
| Total contributions received or receivable from participants | 2014-12-31 | $82,581 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $100 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $87,456 |
| Net income (gross income less expenses) | 2014-12-31 | $34,996 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,960,958 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,925,962 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $73,180 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : CITIZENS COMMUNITY BANK 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $367,051 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $184,273 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $184,248 |
| Total plan assets at end of year | 2013-12-31 | $1,925,962 |
| Total plan assets at beginning of year | 2013-12-31 | $1,743,184 |
| Total contributions received or receivable from participants | 2013-12-31 | $84,753 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $25 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $211,054 |
| Net income (gross income less expenses) | 2013-12-31 | $182,778 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,925,962 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,743,184 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $71,244 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 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 | $304,603 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $1,743,184 |
| Total plan assets at beginning of year | 2012-12-31 | $1,438,581 |
| Total contributions received or receivable from participants | 2012-12-31 | $68,419 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $172,816 |
| Net income (gross income less expenses) | 2012-12-31 | $304,603 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,743,184 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,438,581 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $63,368 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| 2011 : CITIZENS COMMUNITY BANK 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $29 |
| Total income from all sources | 2011-12-31 | $143,191 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $43,901 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $43,826 |
| Total plan assets at end of year | 2011-12-31 | $1,438,581 |
| Total plan assets at beginning of year | 2011-12-31 | $1,339,262 |
| Total contributions received or receivable from participants | 2011-12-31 | $69,285 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $75 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $11,304 |
| Net income (gross income less expenses) | 2011-12-31 | $99,290 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,438,581 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,339,262 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $62,602 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| 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 | $276,593 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $1,339,262 |
| Total plan assets at beginning of year | 2010-12-31 | $1,062,669 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $82,058 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $125,600 |
| Net income (gross income less expenses) | 2010-12-31 | $276,593 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,339,262 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,062,669 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $68,935 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| 2009 : CITIZENS COMMUNITY BANK 401(K) PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2014: CITIZENS COMMUNITY BANK 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: CITIZENS COMMUNITY BANK 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 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 |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: CITIZENS COMMUNITY BANK 401(K) PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
