401k Plan data: THE PEOPLES FEDERAL CREDIT UNION 401K PLAN plan

THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 401k Plan overview

Plan Name	THE PEOPLES FEDERAL CREDIT UNION 401K PLAN
Plan identification number	001

THE PEOPLES FEDERAL CREDIT UNION 401K PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

THE PEOPLES FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: THE PEOPLES FEDERAL CREDIT UNION

Employer identification number (EIN): 750870102

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PEOPLES FEDERAL CREDIT UNION 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ART HORNELL 2024-07-12 ART HORNELL 2024-07-12
001 2022-01-01 ART HORNELL 2023-07-24 ART HORNELL 2023-07-24
001 2021-01-01 ART HORNELL 2022-07-20 ART HORNELL 2022-07-20
001 2020-01-01 WENDY L WILSON 2021-04-21 WENDY L WILSON 2021-04-21
001 2019-01-01 WENDY L WILSON 2020-07-14 WENDY L WILSON 2020-07-14
001 2018-01-01 ARTHUR HORNELL, JR 2019-06-24 ARTHUR HORNELL, JR 2019-06-24
001 2017-01-01 ARTHUR HORNELL, JR 2018-05-22 ARTHUR HORNELL, JR 2018-05-22
001 2016-01-01 ARTHUR HORNELL, JR 2017-07-17 WENDY DANNER 2017-07-17
001 2015-01-01 ARTHUR V. HORNELL, JR. 2016-05-18 ARTHUR V. HORNELL, JR. 2016-05-18
001 2014-01-01 ARTHUR V. HORNELL, JR. 2015-06-24 ARTHUR V. HORNELL, JR. 2015-06-24
001 2013-01-01 ARTHUR V. HORNELL, JR. 2014-06-27 ARTHUR V. HORNELL, JR. 2014-06-27
001 2012-01-01 ARTHUR V. HORNELL, JR. ARTHUR V. HORNELL, JR. 2013-04-30
001 2011-01-01 ARTHUR V. HORNELL, JR. ARTHUR V. HORNELL, JR. 2012-06-04
001 2009-01-01 ARTHUR V. HORNELL, JR. ARTHUR V. HORNELL, JR. 2010-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ART HORNELL	2024-07-12	ART HORNELL	2024-07-12
001	2022-01-01	ART HORNELL	2023-07-24	ART HORNELL	2023-07-24
001	2021-01-01	ART HORNELL	2022-07-20	ART HORNELL	2022-07-20
001	2020-01-01	WENDY L WILSON	2021-04-21	WENDY L WILSON	2021-04-21
001	2019-01-01	WENDY L WILSON	2020-07-14	WENDY L WILSON	2020-07-14
001	2018-01-01	ARTHUR HORNELL, JR	2019-06-24	ARTHUR HORNELL, JR	2019-06-24
001	2017-01-01	ARTHUR HORNELL, JR	2018-05-22	ARTHUR HORNELL, JR	2018-05-22
001	2016-01-01	ARTHUR HORNELL, JR	2017-07-17	WENDY DANNER	2017-07-17
001	2015-01-01	ARTHUR V. HORNELL, JR.	2016-05-18	ARTHUR V. HORNELL, JR.	2016-05-18
001	2014-01-01	ARTHUR V. HORNELL, JR.	2015-06-24	ARTHUR V. HORNELL, JR.	2015-06-24
001	2013-01-01	ARTHUR V. HORNELL, JR.	2014-06-27	ARTHUR V. HORNELL, JR.	2014-06-27
001	2012-01-01	ARTHUR V. HORNELL, JR.		ARTHUR V. HORNELL, JR.	2013-04-30
001	2011-01-01	ARTHUR V. HORNELL, JR.		ARTHUR V. HORNELL, JR.	2012-06-04
001	2009-01-01	ARTHUR V. HORNELL, JR.		ARTHUR V. HORNELL, JR.	2010-07-28

Plan Statistics for THE PEOPLES FEDERAL CREDIT UNION 401K PLAN

401k plan membership statisitcs for THE PEOPLES FEDERAL CREDIT UNION 401K PLAN

Measure Date Value
2025: THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-18 66
Total number of particpants at end of year 2025-07-18 64
Number of Participants With Account Balances 2025-07-18 63
2024: THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-15 62
Total number of particpants at end of year 2024-07-15 63
Number of Participants With Account Balances 2024-07-15 63
2012: THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 44
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 45
Number of participants with account balances 2012-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 48
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 52
Number of participants with account balances 2011-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 41
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 47
Number of participants with account balances 2009-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2025: THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-18	66
Total number of particpants at end of year	2025-07-18	64
Number of Participants With Account Balances	2025-07-18	63
2024: THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-15	62
Total number of particpants at end of year	2024-07-15	63
Number of Participants With Account Balances	2024-07-15	63
2012: THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	44
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	45
Number of participants with account balances	2012-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	48
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	52
Number of participants with account balances	2011-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	41
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	47
Number of participants with account balances	2009-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on THE PEOPLES FEDERAL CREDIT UNION 401K PLAN

Measure	Date	Value
2025 : THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-18	144227
Net assets as of the end of the plan year	2025-07-18	3212004
Total assets as of the beginning of the plan year	2025-07-18	2766527
Value of plan covered by a fidelity bond	2025-07-18	500000
Participant contributions to plan in this plan year	2025-07-18	116678
Value of participant loans at end of plan year	2025-07-18	84801
Other contributions to plan in this plan year	2025-07-18	12368
Other income to plan in this plan year	2025-07-18	310606
Plan net income in this plan year	2025-07-18	445477
Net assets as of the end of the plan year	2025-07-18	3212004
Net assets as of the beginning of the plan year	2025-07-18	2766527
Employer contributions to plan in this plan year	2025-07-18	150052
2024 : THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-15	412251
Net assets as of the end of the plan year	2024-07-15	2766527
Total assets as of the beginning of the plan year	2024-07-15	2559822
Value of plan covered by a fidelity bond	2024-07-15	500000
Participant contributions to plan in this plan year	2024-07-15	102965
Value of participant loans at end of plan year	2024-07-15	96333
Other contributions to plan in this plan year	2024-07-15	7927
Other income to plan in this plan year	2024-07-15	385656
Plan net income in this plan year	2024-07-15	206705
Net assets as of the end of the plan year	2024-07-15	2766527
Net assets as of the beginning of the plan year	2024-07-15	2559822
Employer contributions to plan in this plan year	2024-07-15	122408
2012 : THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$312,950
Expenses. Total of all expenses incurred	2012-12-31	$52,679
Benefits paid (including direct rollovers)	2012-12-31	$44,295
Total plan assets at end of year	2012-12-31	$1,550,036
Total plan assets at beginning of year	2012-12-31	$1,289,765
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$52,318
Contributions received from other sources (not participants or employers)	2012-12-31	$12,443
Other income received	2012-12-31	$145,292
Net income (gross income less expenses)	2012-12-31	$260,271
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,550,036
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,289,765
Assets. Value of participant loans	2012-12-31	$120,989
Total contributions received or receivable from employer(s)	2012-12-31	$102,897
Value of certain deemed distributions of participant loans	2012-12-31	$8,384
2011 : THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$105,151
Expenses. Total of all expenses incurred	2011-12-31	$27,590
Benefits paid (including direct rollovers)	2011-12-31	$27,590
Total plan assets at end of year	2011-12-31	$1,289,765
Total plan assets at beginning of year	2011-12-31	$1,212,204
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$54,009
Other income received	2011-12-31	$-50,749
Net income (gross income less expenses)	2011-12-31	$77,561
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,289,765
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,212,204
Assets. Value of participant loans	2011-12-31	$142,955
Total contributions received or receivable from employer(s)	2011-12-31	$101,891
2010 : THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$256,020
Expenses. Total of all expenses incurred	2010-12-31	$81,804
Benefits paid (including direct rollovers)	2010-12-31	$78,613
Total plan assets at end of year	2010-12-31	$1,212,204
Total plan assets at beginning of year	2010-12-31	$1,037,988
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$50,637
Other income received	2010-12-31	$107,633
Net income (gross income less expenses)	2010-12-31	$174,216
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,212,204
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,037,988
Assets. Value of participant loans	2010-12-31	$102,697
Total contributions received or receivable from employer(s)	2010-12-31	$97,750
Value of certain deemed distributions of participant loans	2010-12-31	$3,191

Form 5500 Responses for THE PEOPLES FEDERAL CREDIT UNION 401K PLAN

2012: THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE PEOPLES FEDERAL CREDIT UNION 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	12171
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E0827284
Policy instance	2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E0827260
Policy instance	3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E0827295
Policy instance	4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E0827291
Policy instance	5
PRUDENTIAL (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E0990437
Policy instance	6
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E0827280
Policy instance	2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E0827284
Policy instance	3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E0827291
Policy instance	4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E0827260
Policy instance	5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	12171
Policy instance	6
PRUDENTIAL (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E0990437
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E0827295
Policy instance	7
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E0827295
Policy instance	6
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	12171
Policy instance	5
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E0827291
Policy instance	3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E0827284
Policy instance	2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E0827280
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	E0827260
Policy instance	4

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Company Name:	THE PEOPLES FEDERAL CREDIT UNION
Employer identification number (EIN):	750870102
NAIC Classification:	522130
NAIC Description:	Credit Unions