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  2. CITIZENS STATE BANK OF LOYAL
Sponsor portfolioTH

CITIZENS STATE BANK OF LOYAL

EIN 39-0210210-banking-Latest filing 2025
Plans
2
Retirement
2
$12.9M assets
Welfare
0
Participants
123
P.O. BOX 218, 400 N MAIN STREET - LOYAL, WI 54446715-255-8526csbloyal.comLinkedIn11-50 employeesbanking
Plans on this EIN
2 filings
#003401k-$6.5M - 60 part#002ESOP-$6.4M - 63 part

Retirement portfolio analytics

2 plans aggregated / $12.9M assets / 123 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • LOYAL 401(K) Savings (#003)50%
  • PLAN AND TRUST (#002)50%
Total $12.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)63
  • LOYAL 401(K) Savings (#003)60
Total 123Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CITIZENS STATE BANK OF LOYAL 401(K) SAVINGS PLAN

401k

Assets$6.5M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CITIZENS STATE BANK OF LOYAL STOCK BONUS PLAN AND TRUST

ESOP

Assets$6.4M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CITIZENS STATE BANK OF LOYAL 401(K) SAVINGS PLAN401k$6.5M602025
002CITIZENS STATE BANK OF LOYAL STOCK BONUS PLAN AND TRUSTESOP$6.4M632025
Retirement plans
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