Civista Bancshares 401(k) match, vesting and fees
What Civista Bancshares' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Benefit Plans Admin Services, Inc. | Schedule C ↗ |
| Independent auditor | Plante Moran (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Civista Bancshares: employer contribution per participant | $4,104 | |
| Peer median | $2,935 |
| Civista Bancshares: average balance | $102,951 | |
| Peer median | $92,770 |
| Civista Bancshares: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $57.1M at the end of plan year 2021 to $65.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 651 | $65.3M | $2.6M | $4,104 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 662 | $62.8M | $2.7M | $4,167 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 659 | $47.1M | $2.3M | $3,664 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 549 | $57.1M | $2M | $3,761 | 0.19% | Not published | Form 5500 ↗ |
Other Civista Bancshares plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Plante & Moran PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Civista Bancshares match 401(k) contributions?
The match terms for the Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates have not been published from its filing yet. The plan year 2024 filing reports $2.6M in employer contributions, about $4,104 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Civista Bancshares 401(k) match vested?
The vesting schedule for the Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates is not in the data published so far. Your Summary Plan Description states it.
Who manages the Civista Bancshares 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Benefit Plans Admin Services, Inc.. The plan administrator is Civista Bancshares, Inc..
I left Civista Bancshares. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Civista Bancshares, Inc., (419) 625-4121) or the recordkeeper, Benefit Plans Admin Services, Inc.. The Civista Bancshares old 401(k) page lists the contacts from every plan filing. Find an old Civista Bancshares 401(k)
Data from the public Form 5500 annual reports Civista Bancshares filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Civista Bancshares. Not financial advice. Report a correction · Methodology