Citizens Financial Corporation, Inc. 401(k) Plan: Login, Facts & Contact Information

Citizens Financial Corporation, Inc. 401(k) Plan Facts

Plan name
CITIZENS FINANCIAL CORP. 401(K) SAVINGS PLAN AND TRUST AGREEMENT
Plan type
401(k) and profit sharing
Plan sponsor
CITIZENS FINANCIAL CORPORATION, INC.
Participants
850 (743 active employees)
Former employees with a balance
255
Plan assets
$20,519,933 at Dec 31, 2024
Average account balance
$22,825 across 899 accounts
Employer contributions
$601,678 in plan year 2024 (16% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.67 million went into the plan in contributions, $601,678 of it from the employer (16%).
  • $1.59 million was paid out to participants.
  • Investment and other income added $2.17 million.
  • Administrative expenses were $27,069, about $30 per account.

How the Citizens Financial Corporation, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019620$7.30 million$361,783$565,090
2020649$9.53 million$348,041$897,271
2021566$12.3 million$436,466$913,792
2022651$12.5 million$519,179$585,043
2023798$16.3 million$630,086$2.21 million
2024850$20.5 million$601,678$1.59 million

Citizens Financial Corporation, Inc. 401(k) Contact Information

Phone
502-244-2420
Mailing address
4350 BROWNSBORO ROAD SUITE 200, LOUISVILLE KY 40207
Plan sponsor
CITIZENS FINANCIAL CORPORATION, INC.
Employer identification number (EIN)
61-1187135
Plan number
001

Questions about the Citizens Financial Corporation, Inc. 401(k)

Does Citizens Financial Corporation, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $601,678 in employer contributions for plan year 2024.

Does the Citizens Financial Corporation, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Citizens Financial Corporation, Inc 401(k) plan?

850 participants at the start of plan year 2024, 743 of them active employees, and 255 former employees who still had money in the plan.

What is the average 401(k) balance at Citizens Financial Corporation, Inc?

About $22,825 per account: $20.5 million in plan assets across 899 accounts with a balance at the end of plan year 2024.

Who manages the Citizens Financial Corporation, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Citizens Financial Corporation, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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