Civic Intelligence

Alta Trust Company

Plan context: Citadel Group Trust

EIN 83-4444069 • Sioux Falls, SD • 4 filings • 1 plans

101 S. Main Ave, Ste. 310Sioux Falls, SD 57104
Current Snapshot

Latest Year

2022

2022 Participants

0

2022 Assets

$1,395,696

2022 Contributions

$210,603

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,395,696$697,848$0201920202021YearValue
$1,395,696Latest year 2021

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

No historical points available.

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202210$0$210,603-
Citadel Group Trust---$210,603-
202110$1,395,696$164,600-
Citadel Group Trust--$1,395,696$164,600-
202010$1,299,920$332,110-
Citadel Group Trust--$1,299,920$332,110-
201910$400,704$14,409-
Citadel Group Trust--$400,704$14,409-