CITIZENS STATE BANK OF PERRY
Plan context: Citizens State Bank 401(K) Profit Sharing Plan & Trust
EIN 59-0828474 • Perry, FL • 19 filings • 4 plans
Current Snapshot
Latest Year
2019
2019 Participants
59
2019 Assets
$1,025,474
2019 Contributions
$206,075
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $206,075 | - |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 0 | - | $206,075 | - |
| 2018 | 1 | 59 | $1,025,474 | $292,670 | $4,961iApproximate average salary by contribution assumption: employee only about $124,013 at 4% or $82,675 at 6%; with 50% employer match about $82,675 at 4% or $55,117 at 6%; with 100% employer match about $62,006 at 4% or $41,338 at 6%. |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 59 | $1,025,474 | $292,670 | $4,961iApproximate average salary by contribution assumption: employee only about $124,013 at 4% or $82,675 at 6%; with 50% employer match about $82,675 at 4% or $55,117 at 6%; with 100% employer match about $62,006 at 4% or $41,338 at 6%. |
| 2017 | 1 | 61 | $1,449,789 | $238,884 | $3,916iApproximate average salary by contribution assumption: employee only about $97,903 at 4% or $65,269 at 6%; with 50% employer match about $65,269 at 4% or $43,513 at 6%; with 100% employer match about $48,952 at 4% or $32,634 at 6%. |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 61 | $1,449,789 | $238,884 | $3,916iApproximate average salary by contribution assumption: employee only about $97,903 at 4% or $65,269 at 6%; with 50% employer match about $65,269 at 4% or $43,513 at 6%; with 100% employer match about $48,952 at 4% or $32,634 at 6%. |
| 2016 | 1 | 58 | $1,395,760 | $273,733 | $4,720iApproximate average salary by contribution assumption: employee only about $117,988 at 4% or $78,659 at 6%; with 50% employer match about $78,659 at 4% or $52,439 at 6%; with 100% employer match about $58,994 at 4% or $39,329 at 6%. |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 58 | $1,395,760 | $273,733 | $4,720iApproximate average salary by contribution assumption: employee only about $117,988 at 4% or $78,659 at 6%; with 50% employer match about $78,659 at 4% or $52,439 at 6%; with 100% employer match about $58,994 at 4% or $39,329 at 6%. |
| 2015 | 1 | 63 | $1,193,890 | $201,567 | $3,199iApproximate average salary by contribution assumption: employee only about $79,987 at 4% or $53,325 at 6%; with 50% employer match about $53,325 at 4% or $35,550 at 6%; with 100% employer match about $39,993 at 4% or $26,662 at 6%. |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 63 | $1,193,890 | $201,567 | $3,199iApproximate average salary by contribution assumption: employee only about $79,987 at 4% or $53,325 at 6%; with 50% employer match about $53,325 at 4% or $35,550 at 6%; with 100% employer match about $39,993 at 4% or $26,662 at 6%. |
| 2013 | 1 | 0 | $0 | $0 | - |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | - | - |
| 2012 | 1 | 39 | $897,960 | $71,599 | $1,836iApproximate average salary by contribution assumption: employee only about $45,897 at 4% or $30,598 at 6%; with 50% employer match about $30,598 at 4% or $20,399 at 6%; with 100% employer match about $22,948 at 4% or $15,299 at 6%. |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 39 | $897,960 | $71,599 | $1,836iApproximate average salary by contribution assumption: employee only about $45,897 at 4% or $30,598 at 6%; with 50% employer match about $30,598 at 4% or $20,399 at 6%; with 100% employer match about $22,948 at 4% or $15,299 at 6%. |
| 2011 | 1 | 37 | $819,334 | $89,321 | $2,414iApproximate average salary by contribution assumption: employee only about $60,352 at 4% or $40,235 at 6%; with 50% employer match about $40,235 at 4% or $26,823 at 6%; with 100% employer match about $30,176 at 4% or $20,117 at 6%. |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 37 | $819,334 | $89,321 | $2,414iApproximate average salary by contribution assumption: employee only about $60,352 at 4% or $40,235 at 6%; with 50% employer match about $40,235 at 4% or $26,823 at 6%; with 100% employer match about $30,176 at 4% or $20,117 at 6%. |
| 2010 | 1 | 27 | $775,309 | $51,793 | $1,918iApproximate average salary by contribution assumption: employee only about $47,956 at 4% or $31,971 at 6%; with 50% employer match about $31,971 at 4% or $21,314 at 6%; with 100% employer match about $23,978 at 4% or $15,985 at 6%. |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 27 | $775,309 | $51,793 | $1,918iApproximate average salary by contribution assumption: employee only about $47,956 at 4% or $31,971 at 6%; with 50% employer match about $31,971 at 4% or $21,314 at 6%; with 100% employer match about $23,978 at 4% or $15,985 at 6%. |
| 2009 | 1 | 33 | $777,674 | $64,144 | $1,944iApproximate average salary by contribution assumption: employee only about $48,594 at 4% or $32,396 at 6%; with 50% employer match about $32,396 at 4% or $21,597 at 6%; with 100% employer match about $24,297 at 4% or $16,198 at 6%. |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 33 | $777,674 | $64,144 | $1,944iApproximate average salary by contribution assumption: employee only about $48,594 at 4% or $32,396 at 6%; with 50% employer match about $32,396 at 4% or $21,597 at 6%; with 100% employer match about $24,297 at 4% or $16,198 at 6%. |
| 2008 | 1 | 29 | $595,725 | $0 | - |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 29 | $595,725 | - | - |
| 2007 | 1 | 32 | $831,821 | $68,690 | $2,147iApproximate average salary by contribution assumption: employee only about $53,664 at 4% or $35,776 at 6%; with 50% employer match about $35,776 at 4% or $23,851 at 6%; with 100% employer match about $26,832 at 4% or $17,888 at 6%. |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 32 | $831,821 | $68,690 | $2,147iApproximate average salary by contribution assumption: employee only about $53,664 at 4% or $35,776 at 6%; with 50% employer match about $35,776 at 4% or $23,851 at 6%; with 100% employer match about $26,832 at 4% or $17,888 at 6%. |
| 2006 | 1 | 31 | $713,037 | $109,384 | $3,529iApproximate average salary by contribution assumption: employee only about $88,213 at 4% or $58,809 at 6%; with 50% employer match about $58,809 at 4% or $39,206 at 6%; with 100% employer match about $44,106 at 4% or $29,404 at 6%. |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 31 | $713,037 | $109,384 | $3,529iApproximate average salary by contribution assumption: employee only about $88,213 at 4% or $58,809 at 6%; with 50% employer match about $58,809 at 4% or $39,206 at 6%; with 100% employer match about $44,106 at 4% or $29,404 at 6%. |
| 2005 | 1 | 29 | $591,478 | $96,865 | $3,340iApproximate average salary by contribution assumption: employee only about $83,504 at 4% or $55,670 at 6%; with 50% employer match about $55,670 at 4% or $37,113 at 6%; with 100% employer match about $41,752 at 4% or $27,835 at 6%. |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 29 | $591,478 | $96,865 | $3,340iApproximate average salary by contribution assumption: employee only about $83,504 at 4% or $55,670 at 6%; with 50% employer match about $55,670 at 4% or $37,113 at 6%; with 100% employer match about $41,752 at 4% or $27,835 at 6%. |
| 2004 | 1 | 32 | $472,858 | $58,055 | $1,814iApproximate average salary by contribution assumption: employee only about $45,355 at 4% or $30,237 at 6%; with 50% employer match about $30,237 at 4% or $20,158 at 6%; with 100% employer match about $22,678 at 4% or $15,118 at 6%. |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 32 | $472,858 | $58,055 | $1,814iApproximate average salary by contribution assumption: employee only about $45,355 at 4% or $30,237 at 6%; with 50% employer match about $30,237 at 4% or $20,158 at 6%; with 100% employer match about $22,678 at 4% or $15,118 at 6%. |
| 2003 | 1 | 32 | $401,091 | $54,371 | $1,699iApproximate average salary by contribution assumption: employee only about $42,477 at 4% or $28,318 at 6%; with 50% employer match about $28,318 at 4% or $18,879 at 6%; with 100% employer match about $21,239 at 4% or $14,159 at 6%. |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 32 | $401,091 | $54,371 | $1,699iApproximate average salary by contribution assumption: employee only about $42,477 at 4% or $28,318 at 6%; with 50% employer match about $28,318 at 4% or $18,879 at 6%; with 100% employer match about $21,239 at 4% or $14,159 at 6%. |
| 2002 | 1 | 29 | $0 | $0 | - |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 29 | - | - | - |
| 2001 | 1 | 33 | $347,605 | $46,133 | $1,398iApproximate average salary by contribution assumption: employee only about $34,949 at 4% or $23,299 at 6%; with 50% employer match about $23,299 at 4% or $15,533 at 6%; with 100% employer match about $17,475 at 4% or $11,650 at 6%. |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 33 | $347,605 | $46,133 | $1,398iApproximate average salary by contribution assumption: employee only about $34,949 at 4% or $23,299 at 6%; with 50% employer match about $23,299 at 4% or $15,533 at 6%; with 100% employer match about $17,475 at 4% or $11,650 at 6%. |
| 2000 | 1 | 29 | $0 | $0 | - |
| Citizens State Bank 401(K) Profit Sharing Plan & Trust | - | 29 | - | - | - |