401k Plan data: CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING PLAN plan

CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING PLAN
Plan identification number	002

CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CITIZENS STATE BANK OF ROSEAU has sponsored the creation of one or more 401k plans.

Company Name: CITIZENS STATE BANK OF ROSEAU

Employer identification number (EIN): 410190910

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ANDY ZIEGLER 2024-04-18 ANDY ZIEGLER 2024-04-18
002 2022-01-01 ANDY ZIEGLER 2023-07-17 ANDY ZIEGLER 2023-07-17
002 2021-01-01 ANDY ZIEGLER 2022-09-12 ANDY ZIEGLER 2022-09-12
002 2020-01-01 ANDY ZIEGLER 2021-07-01 ANDY ZIEGLER 2021-07-01
002 2019-01-01 ANDY ZIEGLER 2020-07-23 ANDY ZIEGLER 2020-07-23
002 2018-01-01 ANDREW ZIEGLER 2019-07-31 ANDREW ZIEGLER 2019-07-31
002 2017-01-01 ANDY ZIEGLER 2018-03-30 ANDY ZIEGLER 2018-03-30
002 2016-01-01 ANDY ZIEGLER 2017-03-29 ANDY ZIEGLER 2017-03-29
002 2015-01-01 ANDY ZIEGLER 2016-06-20 ANDY ZIEGLER 2016-06-20
002 2014-01-01 ALLEN OLSON 2015-03-17 ALLEN OLSON 2015-03-17
002 2014-01-01 ALLEN OLSON 2015-01-28 ALLEN OLSON 2015-01-28
002 2013-01-01 ALLEN OLSON 2014-03-27 ALLEN OLSON 2014-03-27
002 2012-01-01 ALLEN OLSON 2013-04-08 ALLEN OLSON 2013-04-08
002 2011-01-01 ALLEN L. OLSON 2012-08-07 ALLEN L. OLSON 2012-08-07
002 2010-01-01 ALLEN OLSON ALLEN OLSON 2011-05-27
002 2009-01-01 ALLEN OLSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	ANDY ZIEGLER	2024-04-18	ANDY ZIEGLER	2024-04-18
002	2022-01-01	ANDY ZIEGLER	2023-07-17	ANDY ZIEGLER	2023-07-17
002	2021-01-01	ANDY ZIEGLER	2022-09-12	ANDY ZIEGLER	2022-09-12
002	2020-01-01	ANDY ZIEGLER	2021-07-01	ANDY ZIEGLER	2021-07-01
002	2019-01-01	ANDY ZIEGLER	2020-07-23	ANDY ZIEGLER	2020-07-23
002	2018-01-01	ANDREW ZIEGLER	2019-07-31	ANDREW ZIEGLER	2019-07-31
002	2017-01-01	ANDY ZIEGLER	2018-03-30	ANDY ZIEGLER	2018-03-30
002	2016-01-01	ANDY ZIEGLER	2017-03-29	ANDY ZIEGLER	2017-03-29
002	2015-01-01	ANDY ZIEGLER	2016-06-20	ANDY ZIEGLER	2016-06-20
002	2014-01-01	ALLEN OLSON	2015-03-17	ALLEN OLSON	2015-03-17
002	2014-01-01	ALLEN OLSON	2015-01-28	ALLEN OLSON	2015-01-28
002	2013-01-01	ALLEN OLSON	2014-03-27	ALLEN OLSON	2014-03-27
002	2012-01-01	ALLEN OLSON	2013-04-08	ALLEN OLSON	2013-04-08
002	2011-01-01	ALLEN L. OLSON	2012-08-07	ALLEN L. OLSON	2012-08-07
002	2010-01-01	ALLEN OLSON		ALLEN OLSON	2011-05-27
002	2009-01-01	ALLEN OLSON

Plan Statistics for CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING PLAN

Measure Date Value
2010: CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 46
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 2
Total of all active and inactive participants 2010-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 48
Number of participants with account balances 2010-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 45
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 3
Total of all active and inactive participants 2009-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 48
Number of participants with account balances 2009-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2010: CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	46
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	2
Total of all active and inactive participants	2010-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	48
Number of participants with account balances	2010-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	45
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	3
Total of all active and inactive participants	2009-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	48
Number of participants with account balances	2009-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-542,995
Expenses. Total of all expenses incurred	2011-12-31	$177,344
Benefits paid (including direct rollovers)	2011-12-31	$176,669
Total plan assets at end of year	2011-12-31	$2,508,451
Total plan assets at beginning of year	2011-12-31	$3,228,790
Value of fidelity bond covering the plan	2011-12-31	$4,000,000
Total contributions received or receivable from participants	2011-12-31	$209,832
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-840,289
Net income (gross income less expenses)	2011-12-31	$-720,339
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,508,451
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,228,790
Total contributions received or receivable from employer(s)	2011-12-31	$87,462
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$675
2010 : CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$554,750
Expenses. Total of all expenses incurred	2010-12-31	$302,063
Benefits paid (including direct rollovers)	2010-12-31	$299,812
Total plan assets at end of year	2010-12-31	$3,228,790
Total plan assets at beginning of year	2010-12-31	$2,976,103
Value of fidelity bond covering the plan	2010-12-31	$4,000,000
Total contributions received or receivable from participants	2010-12-31	$190,769
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$286,147
Net income (gross income less expenses)	2010-12-31	$252,687
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,228,790
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,976,103
Total contributions received or receivable from employer(s)	2010-12-31	$77,834
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$1,501
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$750

Form 5500 Responses for CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING PLAN

2010: CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CITIZENS STATE BANK OF ROSEAU 401(K) PROFIT SHARING 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CITIZENS STATE BANK OF ROSEAU
Employer identification number (EIN):	410190910
NAIC Classification:	522110
NAIC Description:	Commercial Banking