PEOPLESBANK, A CODORUS VALLEY COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN
401k plan membership statisitcs for PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN
Measure | Date | Value |
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2022 : PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $45,044 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $223,038 |
Total income from all sources (including contributions) | 2022-12-31 | $2,792,081 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,597,591 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,567,634 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,785,144 |
Value of total assets at end of year | 2022-12-31 | $1,604,502 |
Value of total assets at beginning of year | 2022-12-31 | $2,588,006 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,029,957 |
Total interest from all sources | 2022-12-31 | $6,937 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | No |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,116,025 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $669,119 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $10,689 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $223,038 |
Administrative expenses (other) incurred | 2022-12-31 | $936,780 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $86,064 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-805,510 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,559,458 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,364,968 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $73,638 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,604,502 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,491,253 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,491,253 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $6,937 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $2,567,634 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contract administrator fees | 2022-12-31 | $19,539 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $45,044 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | YOUNG, OAKES, BROWN & CO., P.C. |
Accountancy firm EIN | 2022-12-31 | 251589048 |
2021 : PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $223,038 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $298,755 |
Total income from all sources (including contributions) | 2021-12-31 | $2,901,676 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,341,692 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,345,382 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,895,515 |
Value of total assets at end of year | 2021-12-31 | $2,588,006 |
Value of total assets at beginning of year | 2021-12-31 | $3,103,739 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $996,310 |
Total interest from all sources | 2021-12-31 | $6,161 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | No |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $703,309 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $10,689 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $223,038 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $298,271 |
Administrative expenses (other) incurred | 2021-12-31 | $885,031 |
Total non interest bearing cash at end of year | 2021-12-31 | $86,064 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $83,734 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-440,016 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,364,968 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,804,984 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $69,642 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,491,253 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $3,020,005 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $3,020,005 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $6,161 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $2,345,382 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,192,206 |
Contract administrator fees | 2021-12-31 | $41,637 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $484 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | YOUNG, OAKES, BROWN & CO., P.C. |
Accountancy firm EIN | 2021-12-31 | 251589048 |
2020 : PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $298,755 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $411,788 |
Total income from all sources (including contributions) | 2020-12-31 | $3,667,739 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,609,689 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,589,554 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,635,754 |
Value of total assets at end of year | 2020-12-31 | $3,103,739 |
Value of total assets at beginning of year | 2020-12-31 | $2,158,722 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,020,135 |
Total interest from all sources | 2020-12-31 | $31,985 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | No |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $819,994 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $298,271 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $321,095 |
Administrative expenses (other) incurred | 2020-12-31 | $899,804 |
Total non interest bearing cash at end of year | 2020-12-31 | $83,734 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $86,796 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,058,050 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,804,984 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,746,934 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $68,978 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $3,020,005 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,071,926 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,071,926 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $31,985 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $1,589,554 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,815,760 |
Contract administrator fees | 2020-12-31 | $51,353 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $484 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $90,693 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | YOUNG, OAKES, BROWN & CO., P.C. |
Accountancy firm EIN | 2020-12-31 | 251589048 |
2019 : PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $411,788 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $42,695 |
Total income from all sources (including contributions) | 2019-12-31 | $4,069,754 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,510,690 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,431,753 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,039,627 |
Value of total assets at end of year | 2019-12-31 | $2,158,722 |
Value of total assets at beginning of year | 2019-12-31 | $1,230,565 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,078,937 |
Total interest from all sources | 2019-12-31 | $30,127 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $846,735 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $321,095 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $912,036 |
Total non interest bearing cash at end of year | 2019-12-31 | $86,796 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $1,301 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $559,064 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,746,934 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,187,870 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $86,157 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,071,926 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,229,264 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,229,264 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $30,127 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $2,431,753 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $3,192,892 |
Contract administrator fees | 2019-12-31 | $80,744 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $90,693 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $42,695 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | YOUNG, OAKES, BROWN & CO., P.C. |
Accountancy firm EIN | 2019-12-31 | 251589048 |
2018 : PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $42,695 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $430,952 |
Total income from all sources (including contributions) | 2018-12-31 | $3,729,864 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,295,921 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,306,713 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,710,334 |
Value of total assets at end of year | 2018-12-31 | $1,230,565 |
Value of total assets at beginning of year | 2018-12-31 | $1,184,879 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $989,208 |
Total interest from all sources | 2018-12-31 | $19,530 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | No |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $922,178 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $276,311 |
Administrative expenses (other) incurred | 2018-12-31 | $810,132 |
Total non interest bearing cash at end of year | 2018-12-31 | $1,301 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $139,915 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $433,943 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,187,870 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $753,927 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $87,634 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,229,264 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,044,964 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,044,964 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $19,530 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $2,306,713 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,788,156 |
Contract administrator fees | 2018-12-31 | $91,442 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $42,695 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $154,641 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | YOUNG, OAKES, BROWN & CO., P.C. |
Accountancy firm EIN | 2018-12-31 | 251589048 |
2017 : PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $430,952 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $70,562 |
Total income from all sources (including contributions) | 2017-12-31 | $2,826,909 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,437,842 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,588,902 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,817,916 |
Value of total assets at end of year | 2017-12-31 | $1,184,879 |
Value of total assets at beginning of year | 2017-12-31 | $1,435,422 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $848,940 |
Total interest from all sources | 2017-12-31 | $8,993 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $781,223 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $276,311 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $650,243 |
Total non interest bearing cash at end of year | 2017-12-31 | $139,915 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $1,603 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-610,933 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $753,927 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,364,860 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $78,438 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,044,964 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,429,824 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,429,824 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $8,993 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $2,588,902 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,036,693 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $3,995 |
Contract administrator fees | 2017-12-31 | $120,259 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $154,641 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $70,562 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | YOUNG, OAKES, BROWN & CO., P.C. |
Accountancy firm EIN | 2017-12-31 | 251589048 |
2016 : PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $70,562 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $338 |
Total income from all sources (including contributions) | 2016-12-31 | $2,433,129 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,459,366 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,689,660 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,428,484 |
Value of total assets at end of year | 2016-12-31 | $1,435,422 |
Value of total assets at beginning of year | 2016-12-31 | $1,391,435 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $769,706 |
Total interest from all sources | 2016-12-31 | $4,645 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $689,008 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $579,879 |
Total non interest bearing cash at end of year | 2016-12-31 | $1,603 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $338 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-26,237 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,364,860 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,391,097 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $71,243 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,429,824 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,391,097 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,391,097 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $4,645 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $1,689,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,739,476 |
Employer contributions (assets) at end of year | 2016-12-31 | $3,995 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Contract administrator fees | 2016-12-31 | $118,584 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $70,562 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $338 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | YOUNG, OAKES, BROWN & CO., P.C. |
Accountancy firm EIN | 2016-12-31 | 251589048 |
2015 : PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $338 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $165,313 |
Total income from all sources (including contributions) | 2015-12-31 | $2,121,683 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,880,627 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,244,287 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,117,324 |
Value of total assets at end of year | 2015-12-31 | $1,391,435 |
Value of total assets at beginning of year | 2015-12-31 | $1,315,354 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $636,340 |
Total interest from all sources | 2015-12-31 | $4,359 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $611,869 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $161,069 |
Administrative expenses (other) incurred | 2015-12-31 | $465,475 |
Total non interest bearing cash at end of year | 2015-12-31 | $338 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $51,090 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $241,056 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,391,097 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,150,041 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $65,711 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,391,097 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,264,264 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,264,264 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $4,359 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $1,244,287 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,505,455 |
Contract administrator fees | 2015-12-31 | $105,154 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $338 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $4,244 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | YOUNG, OAKES, BROWN & CO., P.C. |
Accountancy firm EIN | 2015-12-31 | 251589048 |
2014 : PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $165,313 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $183,401 |
Total income from all sources (including contributions) | 2014-12-31 | $1,873,986 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,630,297 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,104,735 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,870,456 |
Value of total assets at end of year | 2014-12-31 | $1,315,354 |
Value of total assets at beginning of year | 2014-12-31 | $1,089,753 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $525,562 |
Total interest from all sources | 2014-12-31 | $3,530 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $542,064 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $161,069 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $165,701 |
Administrative expenses (other) incurred | 2014-12-31 | $382,269 |
Total non interest bearing cash at end of year | 2014-12-31 | $51,090 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $42,416 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $243,689 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,150,041 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $906,352 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $54,155 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,264,264 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,047,337 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,047,337 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $3,530 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $1,104,735 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,328,392 |
Contract administrator fees | 2014-12-31 | $89,138 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $4,244 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $17,700 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | YOUNG, OAKES, BROWN & CO., P.C. |
Accountancy firm EIN | 2014-12-31 | 251589048 |
2013 : PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $183,401 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $17,531 |
Total income from all sources (including contributions) | 2013-12-31 | $2,117,689 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,051,712 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,550,967 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,851,420 |
Value of total assets at end of year | 2013-12-31 | $1,089,753 |
Value of total assets at beginning of year | 2013-12-31 | $857,906 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $500,745 |
Total interest from all sources | 2013-12-31 | $2,670 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $527,029 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $165,701 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $263,599 |
Administrative expenses (other) incurred | 2013-12-31 | $359,646 |
Total non interest bearing cash at end of year | 2013-12-31 | $42,416 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $6,449 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $65,977 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $906,352 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $840,375 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $51,950 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,047,337 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $851,457 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $851,457 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2,670 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $1,550,967 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,324,391 |
Contract administrator fees | 2013-12-31 | $89,149 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $17,700 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $17,531 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | YOUNG, OAKES, BROWN & CO., P.C. |
Accountancy firm EIN | 2013-12-31 | 251589048 |
2012 : PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $17,531 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $200,545 |
Total income from all sources (including contributions) | 2012-12-31 | $1,966,854 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,629,560 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,161,344 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,746,068 |
Value of total assets at end of year | 2012-12-31 | $857,906 |
Value of total assets at beginning of year | 2012-12-31 | $703,626 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $468,216 |
Total interest from all sources | 2012-12-31 | $4,503 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $494,990 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $177,057 |
Other income not declared elsewhere | 2012-12-31 | $216,283 |
Administrative expenses (other) incurred | 2012-12-31 | $329,371 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $3,640 |
Total non interest bearing cash at end of year | 2012-12-31 | $6,449 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $48,194 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $337,294 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $840,375 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $503,081 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $50,672 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $851,457 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $655,432 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $655,432 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $4,503 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $1,161,344 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,251,078 |
Contract administrator fees | 2012-12-31 | $88,173 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $17,531 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $19,848 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | YOUNG, OAKES, BROWN & CO., P.C. |
Accountancy firm EIN | 2012-12-31 | 251589048 |
2011 : PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $200,545 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $163,178 |
Total income from all sources (including contributions) | 2011-12-31 | $2,203,981 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,752,012 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,277,307 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,983,731 |
Value of total assets at end of year | 2011-12-31 | $703,626 |
Value of total assets at beginning of year | 2011-12-31 | $214,290 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $474,705 |
Total interest from all sources | 2011-12-31 | $4,594 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $535,099 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $177,057 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $163,178 |
Other income not declared elsewhere | 2011-12-31 | $215,656 |
Administrative expenses (other) incurred | 2011-12-31 | $340,952 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $3,640 |
Total non interest bearing cash at end of year | 2011-12-31 | $48,194 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $40,227 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $451,969 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $503,081 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $51,112 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $48,374 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $655,432 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $174,063 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $174,063 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $4,594 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $1,277,307 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,448,632 |
Contract administrator fees | 2011-12-31 | $85,379 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $19,848 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | YOUNG, OAKES, BROWN & CO., P.C. |
Accountancy firm EIN | 2011-12-31 | 251589048 |
2010 : PEOPLESBANK, A CODORUS VALLEY COMPANY EMPLOYEE HEALTH PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $163,178 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $809,567 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $758,455 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $703,902 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $808,784 |
Value of total assets at end of year | 2010-12-31 | $214,290 |
Value of total assets at beginning of year | 2010-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $54,553 |
Total interest from all sources | 2010-12-31 | $783 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,555,810 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $210,400 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $163,178 |
Total non interest bearing cash at end of year | 2010-12-31 | $40,227 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $51,112 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $51,112 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $20,247 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $174,063 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $783 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $703,902 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $598,384 |
Contract administrator fees | 2010-12-31 | $34,306 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | YOUNG, OAKES, BROWN & CO., P.C. |
Accountancy firm EIN | 2010-12-31 | 251589048 |