Other
2023 plan-year Other DOL Form 5500

Citizen Auto Stage Company Employee Stock Ownership Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Citizen Auto Stage Company Β· Arizona Β· Transportation & Warehousing

What the 2023 filing shows

Citizen Auto Stage Company Employee Stock Ownership Plan and Trust holds N/A for 33 participants.

N/A
total plan assets (2023 EOY)
33
covered participants
Total Assets (2023)
N/A
Participants
33
State
Industry
Transportation & Warehousing

What the Filing Says About Citizen Auto Stage Company Employee Stock Ownership Plan and Trust

Citizen Auto Stage Company Employee Stock Ownership Plan and Trust is a Other retirement plan sponsored by Citizen Auto Stage Company, headquartered in Arizona. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 33 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 860012070, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN860012070
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizen Auto Stage Company)

Year Plans Participants Total Assets
2022 2 140 $5M
2023 2 135 $6M
2024 1 32 N/A

Nearby Other Plans in Arizona

Peer Other plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Citizen Auto Stage Company Employee Stock Ownership Plan and Trust?
As of the 2023 Form 5500 filing, Citizen Auto Stage Company Employee Stock Ownership Plan and Trust holds N/A in total assets with 33 participants. It is sponsored by Citizen Auto Stage Company.
What type of plan is Citizen Auto Stage Company Employee Stock Ownership Plan and Trust?
Citizen Auto Stage Company Employee Stock Ownership Plan and Trust is a Other plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 860012070.
Who sponsors the Citizen Auto Stage Company Employee Stock Ownership Plan and Trust?
Citizen Auto Stage Company Employee Stock Ownership Plan and Trust is sponsored by Citizen Auto Stage Company, located in Arizona. The sponsor's EIN is 860012070 and the plan operates in the Transportation & Warehousing industry.
How did Citizen Auto Stage Company Employee Stock Ownership Plan and Trust perform in 2023?
Citizen Auto Stage Company Employee Stock Ownership Plan and Trust held N/A in total assets at the end of 2023.
Where can I find official filings for Citizen Auto Stage Company Employee Stock Ownership Plan and Trust?
Official Form 5500 filings for Citizen Auto Stage Company Employee Stock Ownership Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860012070 or plan name at efast.dol.gov.
How does Citizen Auto Stage Company Employee Stock Ownership Plan and Trust compare to other plans?
You can compare Citizen Auto Stage Company Employee Stock Ownership Plan and Trust against other Other plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 860012070.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.