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EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

PEOPLES OAKLAND, INC. has sponsored the creation of one or more 401k plans.

Company Name:PEOPLES OAKLAND, INC.
Employer identification number (EIN):237407933
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LEZETTA COX2024-07-25
0012022-01-01LEZETTA COX2023-07-27
0012021-01-01LEZETTA COX2022-07-28
0012020-01-01LEZETTA COX2021-06-22
0012019-01-01LEZETTA COX2020-09-22
0012018-01-01LEZETTA COX2019-07-24
0012017-01-01SANDRA L. PHILLIPS2018-10-03 SANDRA L. PHILLIPS2018-10-03
0012016-01-01SANDRA L. PHILLIPS2017-10-04 SANDRA L. PHILLIPS2017-10-04
0012014-01-01SANDRA PHILIPS
0012013-01-01SANDRA PHILIPS
0012012-01-01SANDRA PHILIPS
0012011-01-01SANDRA PHILIPS
0012009-01-01SANDRA PHILIPS

Plan Statistics for EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2025 401k membership
Total number of particpants at beginning of year2025-09-1116
Total number of particpants at end of year2025-09-1115
Number of Participants With Account Balances2025-09-1115
2024: EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-2514
Total number of particpants at end of year2024-07-2516
Number of Participants With Account Balances2024-07-2515
2014: EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0113
Number of participants with account balances2014-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
2012: EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0114
Number of participants with account balances2012-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112
Number of participants with account balances2011-01-0112
2009: EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0117
Number of participants with account balances2009-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-110
Total liabilities as of the end of the plan year2025-09-110
Total liabilities as of the beginning of the plan year2025-09-110
Total expenses incurred by plan in this plan year2025-09-11136
Net assets as of the end of the plan year2025-09-11200109
Total assets as of the beginning of the plan year2025-09-11170759
Value of plan covered by a fidelity bond2025-09-1150000
Participant contributions to plan in this plan year2025-09-110
Other expenses paid from plan in this plan year2025-09-110
Other contributions to plan in this plan year2025-09-110
Other income to plan in this plan year2025-09-1119033
Plan net income in this plan year2025-09-1129350
Net assets as of the end of the plan year2025-09-11200109
Net assets as of the beginning of the plan year2025-09-11170759
Employer contributions to plan in this plan year2025-09-1110453
Fees paid to broker by Benefit Provider2025-09-1111
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-11136
2024 : EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-2561
Net assets as of the end of the plan year2024-07-25170759
Total assets as of the beginning of the plan year2024-07-25143511
Value of plan covered by a fidelity bond2024-07-2550000
Participant contributions to plan in this plan year2024-07-250
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-2517438
Plan net income in this plan year2024-07-2527248
Net assets as of the end of the plan year2024-07-25170759
Net assets as of the beginning of the plan year2024-07-25143511
Employer contributions to plan in this plan year2024-07-259871
Fees paid to broker by Benefit Provider2024-07-2565
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2561
2014 : EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2014 401k financial data
Total income from all sources2014-12-31$25,215
Expenses. Total of all expenses incurred2014-12-31$13,873
Benefits paid (including direct rollovers)2014-12-31$12,945
Total plan assets at end of year2014-12-31$270,067
Total plan assets at beginning of year2014-12-31$258,725
Value of fidelity bond covering the plan2014-12-31$50,000
Expenses. Other expenses not covered elsewhere2014-12-31$757
Other income received2014-12-31$14,810
Net income (gross income less expenses)2014-12-31$11,342
Net plan assets at end of year (total assets less liabilities)2014-12-31$270,067
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$258,725
Total contributions received or receivable from employer(s)2014-12-31$10,405
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$171
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2013 401k financial data
Total income from all sources2013-12-31$71,120
Expenses. Total of all expenses incurred2013-12-31$153,791
Benefits paid (including direct rollovers)2013-12-31$153,225
Total plan assets at end of year2013-12-31$258,725
Total plan assets at beginning of year2013-12-31$341,396
Value of fidelity bond covering the plan2013-12-31$50,000
Expenses. Other expenses not covered elsewhere2013-12-31$426
Other income received2013-12-31$55,633
Net income (gross income less expenses)2013-12-31$-82,671
Net plan assets at end of year (total assets less liabilities)2013-12-31$258,725
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$341,396
Total contributions received or receivable from employer(s)2013-12-31$15,487
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$-15,487
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$15,487
2012 : EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2012 401k financial data
Total income from all sources2012-12-31$38,832
Expenses. Total of all expenses incurred2012-12-31$2,974
Benefits paid (including direct rollovers)2012-12-31$2,879
Total plan assets at end of year2012-12-31$341,396
Total plan assets at beginning of year2012-12-31$305,538
Value of fidelity bond covering the plan2012-12-31$50,000
Expenses. Other expenses not covered elsewhere2012-12-31$1
Other income received2012-12-31$28,241
Net income (gross income less expenses)2012-12-31$35,858
Net plan assets at end of year (total assets less liabilities)2012-12-31$341,396
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$305,538
Total contributions received or receivable from employer(s)2012-12-31$10,591
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$94
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2011 401k financial data
Total income from all sources2011-12-31$2,110
Expenses. Total of all expenses incurred2011-12-31$53,325
Benefits paid (including direct rollovers)2011-12-31$20,336
Total plan assets at end of year2011-12-31$305,538
Total plan assets at beginning of year2011-12-31$356,753
Value of fidelity bond covering the plan2011-12-31$50,000
Expenses. Other expenses not covered elsewhere2011-12-31$32,841
Contributions received from other sources (not participants or employers)2011-12-31$1,244
Other income received2011-12-31$-6,495
Net income (gross income less expenses)2011-12-31$-51,215
Net plan assets at end of year (total assets less liabilities)2011-12-31$305,538
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$356,753
Total contributions received or receivable from employer(s)2011-12-31$7,361
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$148
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2010 401k financial data
Total income from all sources2010-12-31$41,915
Expenses. Total of all expenses incurred2010-12-31$17,748
Benefits paid (including direct rollovers)2010-12-31$16,323
Total plan assets at end of year2010-12-31$356,753
Total plan assets at beginning of year2010-12-31$332,586
Value of fidelity bond covering the plan2010-12-31$300,000
Expenses. Other expenses not covered elsewhere2010-12-31$1,279
Contributions received from other sources (not participants or employers)2010-12-31$638
Other income received2010-12-31$32,580
Net income (gross income less expenses)2010-12-31$24,167
Net plan assets at end of year (total assets less liabilities)2010-12-31$356,753
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$332,586
Total contributions received or receivable from employer(s)2010-12-31$8,697
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$146
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC.

2014: EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF PEOPLES OAKLAND, INC. PEOPLES OAKLAND, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053070-K
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053070-K
Policy instance 2
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053070-K
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053070-K
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053070-K
Policy instance 1

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