401k Plan data: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS plan

PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 401k Plan overview

Plan Name	PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS
Plan identification number	003

PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Stock bonus
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.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
The employer maintaining this ESOP is an S Corporation
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name: PEOPLES FINANCIAL GROUP, INC.

Employer identification number (EIN): 562158141

NAIC Classification: 551111
NAIC Description: Offices of Bank Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 MICHAEL W. ROBINSON
003 2017-01-01 MICHAEL W. ROBINSON
003 2016-01-01 MICHAEL W. ROBINSON
003 2015-01-01 MICHAEL W. ROBINSON
003 2014-01-01 MICHAEL W. ROBINSON
003 2013-01-01 MICHAEL W. ROBINSON
003 2012-01-01 MICHAEL W. ROBINSON
003 2011-01-01 MICHAEL W. ROBINSON
003 2009-01-01 MICHAEL W. ROBINSON
003 2009-01-01

Plan Statistics for PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS

401k plan membership statisitcs for PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS

Measure Date Value
2022: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2022 401k membership
Total participants, beginning-of-year 2022-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 78
Number of retired or separated participants receiving benefits 2022-01-01 20
Number of other retired or separated participants entitled to future benefits 2022-01-01 20
Total of all active and inactive participants 2022-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 118
Number of participants with account balances 2022-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2021 401k membership
Total participants, beginning-of-year 2021-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 67
Number of retired or separated participants receiving benefits 2021-01-01 18
Number of other retired or separated participants entitled to future benefits 2021-01-01 19
Total of all active and inactive participants 2021-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 104
Number of participants with account balances 2021-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2020 401k membership
Total participants, beginning-of-year 2020-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 73
Number of retired or separated participants receiving benefits 2020-01-01 15
Number of other retired or separated participants entitled to future benefits 2020-01-01 15
Total of all active and inactive participants 2020-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 103
Number of participants with account balances 2020-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2019 401k membership
Total participants, beginning-of-year 2019-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 70
Number of retired or separated participants receiving benefits 2019-01-01 13
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 95
Number of participants with account balances 2019-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2018 401k membership
Total participants, beginning-of-year 2018-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 73
Number of retired or separated participants receiving benefits 2018-01-01 16
Number of other retired or separated participants entitled to future benefits 2018-01-01 11
Total of all active and inactive participants 2018-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 100
Number of participants with account balances 2018-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2017 401k membership
Total participants, beginning-of-year 2017-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 72
Number of retired or separated participants receiving benefits 2017-01-01 12
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 95
Number of participants with account balances 2017-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2016 401k membership
Total participants, beginning-of-year 2016-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 70
Number of retired or separated participants receiving benefits 2016-01-01 6
Number of other retired or separated participants entitled to future benefits 2016-01-01 13
Total of all active and inactive participants 2016-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 89
Number of participants with account balances 2016-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2015 401k membership
Total participants, beginning-of-year 2015-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 70
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 15
Total of all active and inactive participants 2015-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 89
Number of participants with account balances 2015-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2014 401k membership
Total participants, beginning-of-year 2014-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 67
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 86
Number of participants with account balances 2014-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2013 401k membership
Total participants, beginning-of-year 2013-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 73
Number of retired or separated participants receiving benefits 2013-01-01 5
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 87
Number of participants with account balances 2013-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2012 401k membership
Total participants, beginning-of-year 2012-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 68
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 82
Number of participants with account balances 2012-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2011 401k membership
Total participants, beginning-of-year 2011-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 66
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 84
Number of participants with account balances 2011-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2009 401k membership
Total participants, beginning-of-year 2009-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 71
Number of retired or separated participants receiving benefits 2009-01-01 6
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 85
Number of participants with account balances 2009-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2022: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2022 401k membership
Total participants, beginning-of-year	2022-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	78
Number of retired or separated participants receiving benefits	2022-01-01	20
Number of other retired or separated participants entitled to future benefits	2022-01-01	20
Total of all active and inactive participants	2022-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	118
Number of participants with account balances	2022-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2021 401k membership
Total participants, beginning-of-year	2021-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	67
Number of retired or separated participants receiving benefits	2021-01-01	18
Number of other retired or separated participants entitled to future benefits	2021-01-01	19
Total of all active and inactive participants	2021-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	104
Number of participants with account balances	2021-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2020 401k membership
Total participants, beginning-of-year	2020-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	73
Number of retired or separated participants receiving benefits	2020-01-01	15
Number of other retired or separated participants entitled to future benefits	2020-01-01	15
Total of all active and inactive participants	2020-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	103
Number of participants with account balances	2020-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2019 401k membership
Total participants, beginning-of-year	2019-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	70
Number of retired or separated participants receiving benefits	2019-01-01	13
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	95
Number of participants with account balances	2019-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2018 401k membership
Total participants, beginning-of-year	2018-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	73
Number of retired or separated participants receiving benefits	2018-01-01	16
Number of other retired or separated participants entitled to future benefits	2018-01-01	11
Total of all active and inactive participants	2018-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	100
Number of participants with account balances	2018-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2017 401k membership
Total participants, beginning-of-year	2017-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	72
Number of retired or separated participants receiving benefits	2017-01-01	12
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	95
Number of participants with account balances	2017-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2016 401k membership
Total participants, beginning-of-year	2016-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	70
Number of retired or separated participants receiving benefits	2016-01-01	6
Number of other retired or separated participants entitled to future benefits	2016-01-01	13
Total of all active and inactive participants	2016-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	89
Number of participants with account balances	2016-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2015 401k membership
Total participants, beginning-of-year	2015-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	70
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	15
Total of all active and inactive participants	2015-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	89
Number of participants with account balances	2015-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2014 401k membership
Total participants, beginning-of-year	2014-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	67
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	86
Number of participants with account balances	2014-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2013 401k membership
Total participants, beginning-of-year	2013-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	73
Number of retired or separated participants receiving benefits	2013-01-01	5
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	87
Number of participants with account balances	2013-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2012 401k membership
Total participants, beginning-of-year	2012-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	68
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	82
Number of participants with account balances	2012-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2011 401k membership
Total participants, beginning-of-year	2011-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	66
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	84
Number of participants with account balances	2011-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2009 401k membership
Total participants, beginning-of-year	2009-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	71
Number of retired or separated participants receiving benefits	2009-01-01	6
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	85
Number of participants with account balances	2009-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS

Measure	Date	Value
2022 : PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$65
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-350,917
Expenses. Total of all expenses incurred	2022-12-31	$533,118
Benefits paid (including direct rollovers)	2022-12-31	$533,118
Total plan assets at end of year	2022-12-31	$15,609,843
Total plan assets at beginning of year	2022-12-31	$16,493,813
Value of fidelity bond covering the plan	2022-12-31	$3,000,000
Total contributions received or receivable from participants	2022-12-31	$252,427
Other income received	2022-12-31	$-788,344
Net income (gross income less expenses)	2022-12-31	$-884,035
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$15,609,778
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$16,493,813
Assets. Value of participant loans	2022-12-31	$24,783
Assets. Value of employer securities	2022-12-31	$7,103,289
Total contributions received or receivable from employer(s)	2022-12-31	$185,000
2021 : PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$3,238,577
Expenses. Total of all expenses incurred	2021-12-31	$725,859
Benefits paid (including direct rollovers)	2021-12-31	$725,859
Total plan assets at end of year	2021-12-31	$16,493,813
Total plan assets at beginning of year	2021-12-31	$13,981,095
Value of fidelity bond covering the plan	2021-12-31	$3,000,000
Total contributions received or receivable from participants	2021-12-31	$240,612
Contributions received from other sources (not participants or employers)	2021-12-31	$30,421
Other income received	2021-12-31	$2,807,544
Net income (gross income less expenses)	2021-12-31	$2,512,718
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$16,493,813
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$13,981,095
Assets. Value of participant loans	2021-12-31	$38,336
Assets. Value of employer securities	2021-12-31	$6,845,060
Total contributions received or receivable from employer(s)	2021-12-31	$160,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,215,630
Expenses. Total of all expenses incurred	2020-12-31	$251,220
Benefits paid (including direct rollovers)	2020-12-31	$251,220
Total plan assets at end of year	2020-12-31	$13,981,095
Total plan assets at beginning of year	2020-12-31	$13,016,685
Value of fidelity bond covering the plan	2020-12-31	$3,000,000
Total contributions received or receivable from participants	2020-12-31	$191,566
Contributions received from other sources (not participants or employers)	2020-12-31	$13,325
Other income received	2020-12-31	$855,739
Net income (gross income less expenses)	2020-12-31	$964,410
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$13,981,095
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$13,016,685
Assets. Value of participant loans	2020-12-31	$67,097
Assets. Value of employer securities	2020-12-31	$5,748,225
Total contributions received or receivable from employer(s)	2020-12-31	$155,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,505,195
Expenses. Total of all expenses incurred	2019-12-31	$191,618
Benefits paid (including direct rollovers)	2019-12-31	$191,618
Total plan assets at end of year	2019-12-31	$13,016,685
Total plan assets at beginning of year	2019-12-31	$10,703,108
Value of fidelity bond covering the plan	2019-12-31	$3,000,000
Total contributions received or receivable from participants	2019-12-31	$175,065
Other income received	2019-12-31	$2,165,130
Net income (gross income less expenses)	2019-12-31	$2,313,577
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$13,016,685
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$10,703,108
Assets. Value of participant loans	2019-12-31	$70,400
Assets. Value of employer securities	2019-12-31	$5,970,616
Total contributions received or receivable from employer(s)	2019-12-31	$165,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-71,906
Expenses. Total of all expenses incurred	2018-12-31	$520,536
Benefits paid (including direct rollovers)	2018-12-31	$520,536
Total plan assets at end of year	2018-12-31	$10,703,108
Total plan assets at beginning of year	2018-12-31	$11,295,550
Value of fidelity bond covering the plan	2018-12-31	$3,000,000
Total contributions received or receivable from participants	2018-12-31	$166,608
Contributions received from other sources (not participants or employers)	2018-12-31	$1,831
Other income received	2018-12-31	$-395,345
Net income (gross income less expenses)	2018-12-31	$-592,442
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$10,703,108
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$11,295,550
Assets. Value of participant loans	2018-12-31	$94,439
Assets. Value of employer securities	2018-12-31	$5,173,481
Total contributions received or receivable from employer(s)	2018-12-31	$155,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,983,830
Expenses. Total of all expenses incurred	2017-12-31	$182,777
Benefits paid (including direct rollovers)	2017-12-31	$182,777
Total plan assets at end of year	2017-12-31	$11,295,550
Total plan assets at beginning of year	2017-12-31	$9,494,497
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Total contributions received or receivable from participants	2017-12-31	$182,565
Contributions received from other sources (not participants or employers)	2017-12-31	$20,000
Other income received	2017-12-31	$1,626,265
Net income (gross income less expenses)	2017-12-31	$1,801,053
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$11,295,550
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,494,497
Assets. Value of participant loans	2017-12-31	$88,436
Assets. Value of employer securities	2017-12-31	$5,462,464
Total contributions received or receivable from employer(s)	2017-12-31	$155,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,558,013
Expenses. Total of all expenses incurred	2016-12-31	$200,568
Benefits paid (including direct rollovers)	2016-12-31	$200,568
Total plan assets at end of year	2016-12-31	$9,494,497
Total plan assets at beginning of year	2016-12-31	$8,137,052
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Total contributions received or receivable from participants	2016-12-31	$188,082
Contributions received from other sources (not participants or employers)	2016-12-31	$693
Other income received	2016-12-31	$1,214,238
Net income (gross income less expenses)	2016-12-31	$1,357,445
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,494,497
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,137,052
Assets. Value of participant loans	2016-12-31	$88,275
Assets. Value of employer securities	2016-12-31	$4,685,268
Total contributions received or receivable from employer(s)	2016-12-31	$155,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$922,864
Expenses. Total of all expenses incurred	2015-12-31	$191,989
Benefits paid (including direct rollovers)	2015-12-31	$191,989
Total plan assets at end of year	2015-12-31	$8,137,052
Total plan assets at beginning of year	2015-12-31	$7,406,177
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Total contributions received or receivable from participants	2015-12-31	$173,315
Other income received	2015-12-31	$604,549
Net income (gross income less expenses)	2015-12-31	$730,875
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,137,052
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,406,177
Assets. Value of participant loans	2015-12-31	$99,736
Assets. Value of employer securities	2015-12-31	$3,867,084
Total contributions received or receivable from employer(s)	2015-12-31	$145,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,055,785
Expenses. Total of all expenses incurred	2014-12-31	$62,191
Benefits paid (including direct rollovers)	2014-12-31	$62,191
Total plan assets at end of year	2014-12-31	$7,406,177
Total plan assets at beginning of year	2014-12-31	$6,412,583
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$153,486
Contributions received from other sources (not participants or employers)	2014-12-31	$6,279
Other income received	2014-12-31	$756,020
Net income (gross income less expenses)	2014-12-31	$993,594
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,406,177
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,412,583
Assets. Value of participant loans	2014-12-31	$78,862
Assets. Value of employer securities	2014-12-31	$3,355,020
Total contributions received or receivable from employer(s)	2014-12-31	$140,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$4,930
Total income from all sources	2013-12-31	$967,071
Expenses. Total of all expenses incurred	2013-12-31	$48,165
Benefits paid (including direct rollovers)	2013-12-31	$48,165
Total plan assets at end of year	2013-12-31	$6,412,583
Total plan assets at beginning of year	2013-12-31	$5,498,607
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$147,349
Other income received	2013-12-31	$679,722
Net income (gross income less expenses)	2013-12-31	$918,906
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,412,583
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,493,677
Assets. Value of participant loans	2013-12-31	$75,292
Assets. Value of employer securities	2013-12-31	$2,851,767
Total contributions received or receivable from employer(s)	2013-12-31	$140,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$4,930
Total plan liabilities at beginning of year	2012-12-31	$2,861
Total income from all sources	2012-12-31	$724,515
Expenses. Total of all expenses incurred	2012-12-31	$97,554
Benefits paid (including direct rollovers)	2012-12-31	$97,554
Total plan assets at end of year	2012-12-31	$5,498,607
Total plan assets at beginning of year	2012-12-31	$4,869,577
Value of fidelity bond covering the plan	2012-12-31	$3,000,000
Total contributions received or receivable from participants	2012-12-31	$141,483
Other income received	2012-12-31	$493,032
Net income (gross income less expenses)	2012-12-31	$626,961
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,493,677
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,866,716
Assets. Value of participant loans	2012-12-31	$61,318
Assets. Value of employer securities	2012-12-31	$2,701,876
Total contributions received or receivable from employer(s)	2012-12-31	$90,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$2,861
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$264,317
Expenses. Total of all expenses incurred	2011-12-31	$92,662
Benefits paid (including direct rollovers)	2011-12-31	$92,662
Total plan assets at end of year	2011-12-31	$4,869,577
Total plan assets at beginning of year	2011-12-31	$4,695,061
Value of fidelity bond covering the plan	2011-12-31	$3,000,000
Total contributions received or receivable from participants	2011-12-31	$125,573
Contributions received from other sources (not participants or employers)	2011-12-31	$3,010
Other income received	2011-12-31	$75,734
Net income (gross income less expenses)	2011-12-31	$171,655
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,866,716
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,695,061
Assets. Value of participant loans	2011-12-31	$63,497
Assets. Value of employer securities	2011-12-31	$2,407,710
Total contributions received or receivable from employer(s)	2011-12-31	$60,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$640,257
Expenses. Total of all expenses incurred	2010-12-31	$44,680
Benefits paid (including direct rollovers)	2010-12-31	$44,680
Total plan assets at end of year	2010-12-31	$4,695,061
Total plan assets at beginning of year	2010-12-31	$4,099,484
Value of fidelity bond covering the plan	2010-12-31	$3,000,000
Total contributions received or receivable from participants	2010-12-31	$128,677
Contributions received from other sources (not participants or employers)	2010-12-31	$14,386
Other income received	2010-12-31	$437,194
Net income (gross income less expenses)	2010-12-31	$595,577
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,695,061
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,099,484
Assets. Value of participant loans	2010-12-31	$45,933
Assets. Value of employer securities	2010-12-31	$2,203,421
Total contributions received or receivable from employer(s)	2010-12-31	$60,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS

2022: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple 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: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple 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: PEOPLES FINANCIAL GROUP, INC. ESOP W/401(K) PROVISIONS 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	Yes
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

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Company Name:	PEOPLES FINANCIAL GROUP, INC.
Employer identification number (EIN):	562158141
NAIC Classification:	551111
NAIC Description:	Offices of Bank Holding Companies