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RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 401k Plan overview

Plan NameRETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF
Plan identification number 001

RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

PENNSYLVANIA EMPLOYEES BENEFIT TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:PENNSYLVANIA EMPLOYEES BENEFIT TRUST FUND
Employer identification number (EIN):521588740
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01SHARON YOUNG SHARON YOUNG2019-06-28
0012017-01-01SHARON YOUNG
0012016-01-01ROBERT BICKFORD
0012015-01-01ROBERT BICKFORD
0012014-01-01ROBERT BICKFORD
0012013-01-01ROBERT BICKFORD
0012012-01-01ROBERT BICKFORD ROBERT BICKFORD2013-07-17
0012011-01-01ROBERT BICKFORD
0012010-01-01ROBERT BICKFORD
0012009-01-01ROBERT BICKFORD

Plan Statistics for RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF

401k plan membership statisitcs for RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF

Measure Date Value
2022: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2022 401k membership
Total participants, beginning-of-year2022-01-0191
Total number of active participants reported on line 7a of the Form 55002022-01-0157
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0186
Number of participants with account balances2022-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2021 401k membership
Total participants, beginning-of-year2021-01-0191
Total number of active participants reported on line 7a of the Form 55002021-01-0160
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0130
Total of all active and inactive participants2021-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0191
Number of participants with account balances2021-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2020 401k membership
Total participants, beginning-of-year2020-01-0189
Total number of active participants reported on line 7a of the Form 55002020-01-0167
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0191
Number of participants with account balances2020-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2019 401k membership
Total participants, beginning-of-year2019-01-0190
Total number of active participants reported on line 7a of the Form 55002019-01-0169
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0189
Number of participants with account balances2019-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2018 401k membership
Total participants, beginning-of-year2018-01-0186
Total number of active participants reported on line 7a of the Form 55002018-01-0173
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0190
Number of participants with account balances2018-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2017 401k membership
Total participants, beginning-of-year2017-01-0190
Total number of active participants reported on line 7a of the Form 55002017-01-0168
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0186
Number of participants with account balances2017-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2016 401k membership
Total participants, beginning-of-year2016-01-0189
Total number of active participants reported on line 7a of the Form 55002016-01-0171
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0190
Number of participants with account balances2016-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2015 401k membership
Total participants, beginning-of-year2015-01-0189
Total number of active participants reported on line 7a of the Form 55002015-01-0173
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0189
Number of participants with account balances2015-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2014 401k membership
Total participants, beginning-of-year2014-01-0188
Total number of active participants reported on line 7a of the Form 55002014-01-0171
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0189
Number of participants with account balances2014-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2013 401k membership
Total participants, beginning-of-year2013-01-01100
Total number of active participants reported on line 7a of the Form 55002013-01-0169
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0188
Number of participants with account balances2013-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2012 401k membership
Total participants, beginning-of-year2012-01-01100
Total number of active participants reported on line 7a of the Form 55002012-01-0175
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01100
Number of participants with account balances2012-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2011 401k membership
Total participants, beginning-of-year2011-01-0199
Total number of active participants reported on line 7a of the Form 55002011-01-0174
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01100
Number of participants with account balances2011-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2010 401k membership
Total participants, beginning-of-year2010-01-0199
Total number of active participants reported on line 7a of the Form 55002010-01-0175
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0124
Total of all active and inactive participants2010-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0199
Number of participants with account balances2010-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2009 401k membership
Total participants, beginning-of-year2009-01-0195
Total number of active participants reported on line 7a of the Form 55002009-01-0178
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0199
Number of participants with account balances2009-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF

Measure Date Value
2022 : RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,558,006
Expenses. Total of all expenses incurred2022-12-31$1,483,729
Benefits paid (including direct rollovers)2022-12-31$1,478,968
Total plan assets at end of year2022-12-31$10,886,282
Total plan assets at beginning of year2022-12-31$13,928,017
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$464,480
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$6,622
Other income received2022-12-31$-2,318,139
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-3,041,735
Net plan assets at end of year (total assets less liabilities)2022-12-31$10,886,282
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$13,928,017
Assets. Value of participant loans2022-12-31$109,747
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$289,031
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4,761
2021 : RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,619,741
Expenses. Total of all expenses incurred2021-12-31$921,512
Benefits paid (including direct rollovers)2021-12-31$917,513
Total plan assets at end of year2021-12-31$13,928,017
Total plan assets at beginning of year2021-12-31$12,229,788
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$428,795
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,893,351
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,698,229
Net plan assets at end of year (total assets less liabilities)2021-12-31$13,928,017
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$12,229,788
Assets. Value of participant loans2021-12-31$174,330
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$297,595
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,999
2020 : RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,373,203
Expenses. Total of all expenses incurred2020-12-31$535,718
Benefits paid (including direct rollovers)2020-12-31$531,013
Total plan assets at end of year2020-12-31$12,229,788
Total plan assets at beginning of year2020-12-31$10,392,303
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$390,505
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$58,485
Other income received2020-12-31$1,611,639
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,837,485
Net plan assets at end of year (total assets less liabilities)2020-12-31$12,229,788
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$10,392,303
Assets. Value of participant loans2020-12-31$145,092
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$312,574
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,705
2019 : RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,647,950
Expenses. Total of all expenses incurred2019-12-31$569,425
Benefits paid (including direct rollovers)2019-12-31$564,366
Total plan assets at end of year2019-12-31$10,392,303
Total plan assets at beginning of year2019-12-31$8,313,778
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$398,465
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$2,487
Other income received2019-12-31$1,946,550
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,078,525
Net plan assets at end of year (total assets less liabilities)2019-12-31$10,392,303
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,313,778
Assets. Value of participant loans2019-12-31$243,460
Total contributions received or receivable from employer(s)2019-12-31$300,448
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5,059
2018 : RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$195,342
Expenses. Total of all expenses incurred2018-12-31$698,801
Benefits paid (including direct rollovers)2018-12-31$695,478
Total plan assets at end of year2018-12-31$8,313,778
Total plan assets at beginning of year2018-12-31$8,817,237
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$388,314
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$149,734
Other income received2018-12-31$-600,041
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-503,459
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,313,778
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,817,237
Assets. Value of participant loans2018-12-31$142,806
Total contributions received or receivable from employer(s)2018-12-31$257,335
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,323
2017 : RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,935,064
Expenses. Total of all expenses incurred2017-12-31$683,110
Benefits paid (including direct rollovers)2017-12-31$679,923
Total plan assets at end of year2017-12-31$8,817,237
Total plan assets at beginning of year2017-12-31$7,565,283
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$366,211
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$20,344
Other income received2017-12-31$1,285,607
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,251,954
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,817,237
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,565,283
Assets. Value of participant loans2017-12-31$179,664
Total contributions received or receivable from employer(s)2017-12-31$262,902
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,187
2016 : RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,161,680
Expenses. Total of all expenses incurred2016-12-31$239,032
Benefits paid (including direct rollovers)2016-12-31$238,433
Total plan assets at end of year2016-12-31$7,565,283
Total plan assets at beginning of year2016-12-31$6,642,635
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$360,285
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$17,443
Other income received2016-12-31$520,845
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$922,648
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,565,283
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,642,635
Assets. Value of participant loans2016-12-31$178,513
Total contributions received or receivable from employer(s)2016-12-31$263,107
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$599
2015 : RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$592,739
Expenses. Total of all expenses incurred2015-12-31$848,798
Benefits paid (including direct rollovers)2015-12-31$848,304
Total plan assets at end of year2015-12-31$6,642,635
Total plan assets at beginning of year2015-12-31$6,898,694
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$339,025
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$22,855
Other income received2015-12-31$-19,183
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-256,059
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,642,635
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,898,694
Assets. Value of participant loans2015-12-31$180,464
Total contributions received or receivable from employer(s)2015-12-31$250,042
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$494
2014 : RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,034,875
Expenses. Total of all expenses incurred2014-12-31$405,938
Benefits paid (including direct rollovers)2014-12-31$405,584
Total plan assets at end of year2014-12-31$6,898,694
Total plan assets at beginning of year2014-12-31$6,269,757
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$330,859
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$82,809
Other income received2014-12-31$379,441
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$628,937
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,898,694
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,269,757
Assets. Value of participant loans2014-12-31$139,819
Total contributions received or receivable from employer(s)2014-12-31$241,766
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$354
2013 : RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,522,575
Expenses. Total of all expenses incurred2013-12-31$74,049
Benefits paid (including direct rollovers)2013-12-31$72,889
Total plan assets at end of year2013-12-31$6,269,757
Total plan assets at beginning of year2013-12-31$4,821,231
Value of fidelity bond covering the plan2013-12-31$520,000
Total contributions received or receivable from participants2013-12-31$336,619
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$947,246
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,448,526
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,269,757
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,821,231
Assets. Value of participant loans2013-12-31$174,845
Total contributions received or receivable from employer(s)2013-12-31$238,710
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,160
2012 : RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2012 401k financial data
Total income from all sources2012-12-31$1,255,380
Expenses. Total of all expenses incurred2012-12-31$388,481
Benefits paid (including direct rollovers)2012-12-31$387,969
Total plan assets at end of year2012-12-31$4,821,231
Total plan assets at beginning of year2012-12-31$3,954,332
Value of fidelity bond covering the plan2012-12-31$520,000
Total contributions received or receivable from participants2012-12-31$294,832
Other income received2012-12-31$500,611
Net income (gross income less expenses)2012-12-31$866,899
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,821,231
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,954,332
Assets. Value of participant loans2012-12-31$130,307
Total contributions received or receivable from employer(s)2012-12-31$459,937
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2011 401k financial data
Total income from all sources2011-12-31$402,264
Expenses. Total of all expenses incurred2011-12-31$334,656
Benefits paid (including direct rollovers)2011-12-31$334,230
Total plan assets at end of year2011-12-31$3,954,332
Total plan assets at beginning of year2011-12-31$3,886,724
Value of fidelity bond covering the plan2011-12-31$520,000
Total contributions received or receivable from participants2011-12-31$293,620
Other income received2011-12-31$-128,889
Net income (gross income less expenses)2011-12-31$67,608
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,954,332
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,886,724
Assets. Value of participant loans2011-12-31$128,155
Total contributions received or receivable from employer(s)2011-12-31$237,533
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$426
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2010 401k financial data
Total income from all sources2010-12-31$961,619
Expenses. Total of all expenses incurred2010-12-31$157,518
Benefits paid (including direct rollovers)2010-12-31$156,751
Total plan assets at end of year2010-12-31$3,886,724
Total plan assets at beginning of year2010-12-31$3,082,623
Value of fidelity bond covering the plan2010-12-31$520,000
Total contributions received or receivable from participants2010-12-31$274,734
Other income received2010-12-31$463,137
Net income (gross income less expenses)2010-12-31$804,101
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,886,724
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,082,623
Assets. Value of participant loans2010-12-31$109,747
Total contributions received or receivable from employer(s)2010-12-31$223,748
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$767
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 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 RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF

2022: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN OF THE NONUNION EMPLOYEES OF THE PEBTF 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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