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BANK OF PERRY COUNTY 401(K) PLAN 401k Plan overview

Plan NameBANK OF PERRY COUNTY 401(K) PLAN
Plan identification number 001

BANK OF PERRY COUNTY 401(K) PLAN 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

BANK OF PERRY COUNTY has sponsored the creation of one or more 401k plans.

Company Name:BANK OF PERRY COUNTY
Employer identification number (EIN):620123470
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF PERRY COUNTY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRETT ROBERTS2024-07-03
0012022-01-01BRETT ROBERTS2023-07-14
0012019-01-01BRETT ROBERTS2020-10-01
0012018-01-01BRETT ROBERTS2019-10-15
0012017-01-01BRETT ROBERTS2018-09-12
0012016-01-01BRETT ROBERTS2017-07-31

Plan Statistics for BANK OF PERRY COUNTY 401(K) PLAN

401k plan membership statisitcs for BANK OF PERRY COUNTY 401(K) PLAN

Measure Date Value
2025: BANK OF PERRY COUNTY 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-3037
Total number of particpants at end of year2025-06-3037
Number of Participants With Account Balances2025-06-3037
2024: BANK OF PERRY COUNTY 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-0336
Total number of particpants at end of year2024-07-0336
Number of Participants With Account Balances2024-07-0336

Financial Data on BANK OF PERRY COUNTY 401(K) PLAN

Measure Date Value
2025 : BANK OF PERRY COUNTY 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-3012051
Net assets as of the end of the plan year2025-06-301928894
Total assets as of the beginning of the plan year2025-06-301606150
Value of plan covered by a fidelity bond2025-06-303500000
Participant contributions to plan in this plan year2025-06-3030283
Other income to plan in this plan year2025-06-30194584
Plan net income in this plan year2025-06-30322744
Net assets as of the end of the plan year2025-06-301928894
Net assets as of the beginning of the plan year2025-06-301606150
Employer contributions to plan in this plan year2025-06-30109928
Fees paid to broker by Benefit Provider2025-06-307251
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-3012051
2024 : BANK OF PERRY COUNTY 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-039226
Net assets as of the end of the plan year2024-07-031606150
Total assets as of the beginning of the plan year2024-07-031244832
Value of plan covered by a fidelity bond2024-07-033500000
Participant contributions to plan in this plan year2024-07-0330843
Other income to plan in this plan year2024-07-03225583
Plan net income in this plan year2024-07-03361318
Net assets as of the end of the plan year2024-07-031606150
Net assets as of the beginning of the plan year2024-07-031244832
Employer contributions to plan in this plan year2024-07-03114118
Fees paid to broker by Benefit Provider2024-07-035402
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-039226

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