CITIZENS & NORTHERN CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
Measure | Date | Value |
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2022 : CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $30,015 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-104,246 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $283,145 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $283,145 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,135,938 |
Value of total assets at end of year | 2022-12-31 | $14,037,790 |
Value of total assets at beginning of year | 2022-12-31 | $14,455,196 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $619,834 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $619,834 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-387,391 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $14,037,790 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $14,455,196 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $57 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $458 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $458 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,860,018 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $12,901,795 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $13,412,463 |
Contributions received in cash from employer | 2022-12-31 | $1,135,938 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,135,938 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,042,275 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $283,145 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
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Total transfer of assets from this plan | 2021-12-31 | $9,676 |
Total income from all sources (including contributions) | 2021-12-31 | $4,850,903 |
Total of all expenses incurred | 2021-12-31 | $812,699 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $812,699 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,042,275 |
Value of total assets at end of year | 2021-12-31 | $14,455,196 |
Value of total assets at beginning of year | 2021-12-31 | $10,426,668 |
Total interest from all sources | 2021-12-31 | $103 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $573,049 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other income not declared elsewhere | 2021-12-31 | $3,235,476 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,038,204 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $14,455,196 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,426,668 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $458 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $874,144 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $874,144 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $103 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $13,412,463 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $9,552,524 |
Contributions received in cash from employer | 2021-12-31 | $1,042,275 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,042,275 |
Income. Dividends from common stock | 2021-12-31 | $573,049 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $812,699 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
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Total transfer of assets from this plan | 2020-12-31 | $44,609 |
Total income from all sources (including contributions) | 2020-12-31 | $-2,563,793 |
Total of all expenses incurred | 2020-12-31 | $718,718 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $718,718 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $872,252 |
Value of total assets at end of year | 2020-12-31 | $10,426,668 |
Value of total assets at beginning of year | 2020-12-31 | $13,753,788 |
Total interest from all sources | 2020-12-31 | $117 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $521,998 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other income not declared elsewhere | 2020-12-31 | $-3,958,160 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-3,282,511 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,426,668 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,753,788 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $874,144 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $386,707 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $386,707 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $117 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $9,552,524 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $13,367,081 |
Contributions received in cash from employer | 2020-12-31 | $872,252 |
Income. Dividends from common stock | 2020-12-31 | $521,998 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $718,718 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $861,982 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $861,982 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $861,982 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $861,982 |
Total transfer of assets from this plan | 2019-12-31 | $143,215 |
Total transfer of assets from this plan | 2019-12-31 | $143,215 |
Total income from all sources (including contributions) | 2019-12-31 | $2,109,796 |
Total income from all sources (including contributions) | 2019-12-31 | $2,109,796 |
Total loss/gain on sale of assets | 2019-12-31 | $-8,119 |
Total loss/gain on sale of assets | 2019-12-31 | $-8,119 |
Total of all expenses incurred | 2019-12-31 | $318,752 |
Total of all expenses incurred | 2019-12-31 | $318,752 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $318,752 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $318,752 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $718,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $718,387 |
Value of total assets at end of year | 2019-12-31 | $13,753,788 |
Value of total assets at end of year | 2019-12-31 | $13,753,788 |
Value of total assets at beginning of year | 2019-12-31 | $12,105,959 |
Value of total assets at beginning of year | 2019-12-31 | $12,105,959 |
Total interest from all sources | 2019-12-31 | $109 |
Total interest from all sources | 2019-12-31 | $109 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $537,437 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $537,437 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,791,044 |
Value of net income/loss | 2019-12-31 | $1,791,044 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,753,788 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,753,788 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,105,959 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,105,959 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $386,707 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $386,707 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $348,759 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $348,759 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $348,759 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $348,759 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $109 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $109 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $13,367,081 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $13,367,081 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $11,757,200 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $11,757,200 |
Contributions received in cash from employer | 2019-12-31 | $718,387 |
Contributions received in cash from employer | 2019-12-31 | $718,387 |
Income. Dividends from common stock | 2019-12-31 | $537,437 |
Income. Dividends from common stock | 2019-12-31 | $537,437 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $318,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $318,752 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $8,119 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $8,119 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | BAKER TILLY US, LLP |
Accountancy firm name | 2019-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2019-12-31 | 390859910 |
Accountancy firm EIN | 2019-12-31 | 390859910 |
2018 : CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $1,054,782 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $1,054,782 |
Total transfer of assets from this plan | 2018-12-31 | $76,918 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,127,931 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $444,866 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $444,866 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $604,883 |
Value of total assets at end of year | 2018-12-31 | $12,105,959 |
Value of total assets at beginning of year | 2018-12-31 | $10,499,812 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $63 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $468,203 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $1,683,065 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $12,105,959 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,499,812 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $348,759 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $442,204 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $442,204 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $63 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $11,757,200 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $10,057,608 |
Contributions received in cash from employer | 2018-12-31 | $604,883 |
Income. Dividends from common stock | 2018-12-31 | $468,203 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $444,866 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2018-12-31 | 390859910 |
2017 : CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-908,987 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-908,987 |
Total transfer of assets from this plan | 2017-12-31 | $94,864 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $117,905 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,018,324 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,018,324 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $585,977 |
Value of total assets at end of year | 2017-12-31 | $10,499,812 |
Value of total assets at beginning of year | 2017-12-31 | $11,495,095 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $58 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $440,857 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-900,419 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,499,812 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,495,095 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $442,204 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $549,967 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $549,967 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $58 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $10,057,608 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $10,945,128 |
Contributions received in cash from employer | 2017-12-31 | $585,977 |
Income. Dividends from common stock | 2017-12-31 | $440,857 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,018,324 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2017-12-31 | 390859910 |
2016 : CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $2,145,254 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $2,145,254 |
Total transfer of assets from this plan | 2016-12-31 | $46,871 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,129,377 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $496,678 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $496,678 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $549,496 |
Value of total assets at end of year | 2016-12-31 | $11,495,095 |
Value of total assets at beginning of year | 2016-12-31 | $8,909,267 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $59 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $434,568 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,632,699 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,495,095 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,909,267 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $549,967 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $299,183 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $299,183 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $59 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $10,945,128 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $8,610,084 |
Contributions received in cash from employer | 2016-12-31 | $549,496 |
Income. Dividends from common stock | 2016-12-31 | $434,568 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $496,678 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2016-12-31 | 390859910 |
2015 : CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $132,048 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $132,048 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $934 |
Total income from all sources (including contributions) | 2015-12-31 | $1,067,087 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $617,028 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $617,028 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $522,485 |
Value of total assets at end of year | 2015-12-31 | $8,909,267 |
Value of total assets at beginning of year | 2015-12-31 | $8,460,142 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $67 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $412,487 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $934 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $450,059 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $8,909,267 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,459,208 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $299,183 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $2,040 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $2,040 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $67 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $8,610,084 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $8,458,102 |
Contributions received in cash from employer | 2015-12-31 | $522,485 |
Income. Dividends from common stock | 2015-12-31 | $412,487 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $617,028 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2015-12-31 | 390859910 |
2014 : CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $14,990 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $14,990 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $934 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $919,645 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $457,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $457,881 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $511,931 |
Value of total assets at end of year | 2014-12-31 | $8,460,142 |
Value of total assets at beginning of year | 2014-12-31 | $7,997,444 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $57 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $392,667 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $934 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $461,764 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,459,208 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,997,444 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $2,040 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $511,525 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $511,525 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $57 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $8,458,102 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $7,485,919 |
Contributions received in cash from employer | 2014-12-31 | $511,931 |
Income. Dividends from common stock | 2014-12-31 | $392,667 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $457,881 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2014-12-31 | 390859910 |
2013 : CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $618,083 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $618,083 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,486,940 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $543,204 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $543,204 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $508,590 |
Value of total assets at end of year | 2013-12-31 | $7,997,444 |
Value of total assets at beginning of year | 2013-12-31 | $7,053,708 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $37 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $360,230 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $943,736 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,997,444 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,053,708 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $511,525 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $510,223 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $510,223 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $37 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $7,485,919 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $6,543,485 |
Contributions received in cash from employer | 2013-12-31 | $508,590 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $360,230 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $543,204 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2013-12-31 | 232932984 |
2012 : CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $105,591 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $105,591 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $909,421 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $626,594 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $626,594 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $507,044 |
Value of total assets at end of year | 2012-12-31 | $7,053,708 |
Value of total assets at beginning of year | 2012-12-31 | $6,770,881 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $362 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $296,424 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $282,827 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $7,053,708 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,770,881 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $510,223 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $3,052 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $3,052 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $362 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $6,543,485 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $6,271,166 |
Contributions received in cash from employer | 2012-12-31 | $507,044 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $496,663 |
Income. Dividends from common stock | 2012-12-31 | $296,424 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $626,594 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2012-12-31 | 232932984 |
2011 : CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $1,219,320 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $1,219,320 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,911,898 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $343,152 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $343,152 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $496,664 |
Value of total assets at end of year | 2011-12-31 | $6,770,881 |
Value of total assets at beginning of year | 2011-12-31 | $5,202,135 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $450 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $195,464 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,568,746 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,770,881 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,202,135 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $3,052 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $458,036 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $458,036 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $450 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $6,271,166 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $4,744,099 |
Contributions received in cash from employer | 2011-12-31 | $496,664 |
Employer contributions (assets) at end of year | 2011-12-31 | $496,663 |
Income. Dividends from common stock | 2011-12-31 | $195,464 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $343,152 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2011-12-31 | 232932984 |
2010 : CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,684,043 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,684,043 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,261,715 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $113,397 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $113,397 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $454,096 |
Value of total assets at end of year | 2010-12-31 | $5,202,135 |
Value of total assets at beginning of year | 2010-12-31 | $3,053,817 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $356 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $123,220 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,148,318 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,202,135 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,053,817 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $458,036 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $250,278 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $250,278 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $356 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $4,744,099 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $2,803,539 |
Contributions received in cash from employer | 2010-12-31 | $454,096 |
Income. Dividends from common stock | 2010-12-31 | $123,220 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $113,397 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2010-12-31 | 232932984 |
2009 : CITIZENS & NORTHERN CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |