401k Plan data: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN plan

PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN
Plan identification number	001

PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
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).
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PEOPLES BANK & TRUST has sponsored the creation of one or more 401k plans.

Company Name: PEOPLES BANK & TRUST

Employer identification number (EIN): 581542258

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JAN WELLS 2024-10-11
001 2022-01-01 JAN WELLS 2023-10-10
001 2021-01-01 JAN WELLS 2022-10-09 JAN WELLS 2022-10-09
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JAN WELLS
001 2013-01-01 JAN WELLS 2014-09-19
001 2012-01-01 DEE KRATZ 2013-10-08
001 2011-01-01 JAN WELLS 2012-08-08
001 2010-01-01 DEE KRATZ
001 2009-01-01 DEE KRATZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JAN WELLS	2024-10-11
001	2022-01-01	JAN WELLS	2023-10-10
001	2021-01-01	JAN WELLS	2022-10-09	JAN WELLS	2022-10-09
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JAN WELLS
001	2013-01-01	JAN WELLS	2014-09-19
001	2012-01-01	DEE KRATZ	2013-10-08
001	2011-01-01	JAN WELLS	2012-08-08
001	2010-01-01	DEE KRATZ
001	2009-01-01	DEE KRATZ

Plan Statistics for PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-28 64
Total number of particpants at end of year 2025-07-28 65
Number of Participants With Account Balances 2025-07-28 61
2024: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-11 62
Total number of particpants at end of year 2024-10-11 64
Number of Participants With Account Balances 2024-10-11 60
2022: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 50
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 9
Total of all active and inactive participants 2022-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 65
Number of participants with account balances 2022-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 50
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 65
Number of participants with account balances 2021-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 52
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 66
Number of participants with account balances 2020-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 52
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 64
Number of participants with account balances 2019-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 52
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 63
Number of participants with account balances 2018-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 50
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 59
Number of participants with account balances 2017-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 52
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 60
Number of participants with account balances 2016-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 52
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 59
Number of participants with account balances 2015-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 51
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 57
Number of participants with account balances 2014-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2010: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 88
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 90
Number of participants with account balances 2010-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 98
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 16
Total of all active and inactive participants 2009-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 114
Number of participants with account balances 2009-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2025: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-28	64
Total number of particpants at end of year	2025-07-28	65
Number of Participants With Account Balances	2025-07-28	61
2024: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-11	62
Total number of particpants at end of year	2024-10-11	64
Number of Participants With Account Balances	2024-10-11	60
2022: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	50
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	9
Total of all active and inactive participants	2022-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	65
Number of participants with account balances	2022-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	50
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	65
Number of participants with account balances	2021-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	52
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	66
Number of participants with account balances	2020-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	52
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	64
Number of participants with account balances	2019-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	52
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	63
Number of participants with account balances	2018-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	50
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	59
Number of participants with account balances	2017-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	52
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	60
Number of participants with account balances	2016-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	52
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	59
Number of participants with account balances	2015-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	51
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	57
Number of participants with account balances	2014-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2010: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	88
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	90
Number of participants with account balances	2010-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	98
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	16
Total of all active and inactive participants	2009-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	114
Number of participants with account balances	2009-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-28	0
Total liabilities as of the end of the plan year	2025-07-28	0
Total liabilities as of the beginning of the plan year	2025-07-28	0
Total expenses incurred by plan in this plan year	2025-07-28	453204
Net assets as of the end of the plan year	2025-07-28	6275772
Total assets as of the beginning of the plan year	2025-07-28	5899941
Value of plan covered by a fidelity bond	2025-07-28	1000000
Participant contributions to plan in this plan year	2025-07-28	183643
Value of participant loans at end of plan year	2025-07-28	141145
Other expenses paid from plan in this plan year	2025-07-28	0
Other contributions to plan in this plan year	2025-07-28	0
Other income to plan in this plan year	2025-07-28	521484
Plan net income in this plan year	2025-07-28	375831
Net assets as of the end of the plan year	2025-07-28	6275772
Net assets as of the beginning of the plan year	2025-07-28	5899941
Employer contributions to plan in this plan year	2025-07-28	123908
Fees paid to broker by Benefit Provider	2025-07-28	1747
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-28	4042
2024 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-11	2640258
Net assets as of the end of the plan year	2024-10-11	5899941
Total assets as of the beginning of the plan year	2024-10-11	7633555
Value of plan covered by a fidelity bond	2024-10-11	1000000
Participant contributions to plan in this plan year	2024-10-11	163322
Value of participant loans at end of plan year	2024-10-11	155835
Other contributions to plan in this plan year	2024-10-11	13857
Other income to plan in this plan year	2024-10-11	591360
Plan net income in this plan year	2024-10-11	-1733614
Net assets as of the end of the plan year	2024-10-11	5899941
Net assets as of the beginning of the plan year	2024-10-11	7633555
Employer contributions to plan in this plan year	2024-10-11	138105
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-11	4513
2022 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-91,469
Expenses. Total of all expenses incurred	2022-12-31	$498,623
Benefits paid (including direct rollovers)	2022-12-31	$498,623
Total plan assets at end of year	2022-12-31	$7,633,555
Total plan assets at beginning of year	2022-12-31	$8,223,647
Value of fidelity bond covering the plan	2022-12-31	$822,365
Total contributions received or receivable from participants	2022-12-31	$47,720
Other income received	2022-12-31	$-490,110
Net income (gross income less expenses)	2022-12-31	$-590,092
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,633,555
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,223,647
Assets. Value of participant loans	2022-12-31	$107,922
Assets. Value of employer securities	2022-12-31	$2,496,924
Total contributions received or receivable from employer(s)	2022-12-31	$350,921
2021 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,068,588
Expenses. Total of all expenses incurred	2021-12-31	$263,226
Benefits paid (including direct rollovers)	2021-12-31	$263,226
Total plan assets at end of year	2021-12-31	$8,223,647
Total plan assets at beginning of year	2021-12-31	$7,418,285
Value of fidelity bond covering the plan	2021-12-31	$320,000
Total contributions received or receivable from participants	2021-12-31	$39,673
Other income received	2021-12-31	$583,961
Net income (gross income less expenses)	2021-12-31	$805,362
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,223,647
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,418,285
Assets. Value of participant loans	2021-12-31	$187,657
Assets. Value of employer securities	2021-12-31	$2,115,450
Total contributions received or receivable from employer(s)	2021-12-31	$444,954
2020 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,076,777
Expenses. Total of all expenses incurred	2020-12-31	$323,582
Benefits paid (including direct rollovers)	2020-12-31	$323,582
Total plan assets at end of year	2020-12-31	$7,418,285
Total plan assets at beginning of year	2020-12-31	$6,665,090
Value of fidelity bond covering the plan	2020-12-31	$735,000
Total contributions received or receivable from participants	2020-12-31	$61,917
Other income received	2020-12-31	$676,369
Net income (gross income less expenses)	2020-12-31	$753,195
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,418,285
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,665,090
Assets. Value of participant loans	2020-12-31	$265,857
Assets. Value of employer securities	2020-12-31	$2,097,195
Total contributions received or receivable from employer(s)	2020-12-31	$338,491
2019 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,269,111
Expenses. Total of all expenses incurred	2019-12-31	$289,471
Benefits paid (including direct rollovers)	2019-12-31	$289,471
Total plan assets at end of year	2019-12-31	$6,665,090
Total plan assets at beginning of year	2019-12-31	$5,685,450
Value of fidelity bond covering the plan	2019-12-31	$320,000
Total contributions received or receivable from participants	2019-12-31	$85,515
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$986,453
Net income (gross income less expenses)	2019-12-31	$979,640
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,665,090
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,685,450
Assets. Value of participant loans	2019-12-31	$241,942
Assets. Value of employer securities	2019-12-31	$2,027,289
Total contributions received or receivable from employer(s)	2019-12-31	$197,143
2018 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$334,244
Expenses. Total of all expenses incurred	2018-12-31	$35,075
Benefits paid (including direct rollovers)	2018-12-31	$35,075
Total plan assets at end of year	2018-12-31	$5,685,450
Total plan assets at beginning of year	2018-12-31	$5,386,281
Value of fidelity bond covering the plan	2018-12-31	$320,000
Total contributions received or receivable from participants	2018-12-31	$125,342
Contributions received from other sources (not participants or employers)	2018-12-31	$29,012
Other income received	2018-12-31	$-60,055
Net income (gross income less expenses)	2018-12-31	$299,169
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,685,450
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,386,281
Assets. Value of participant loans	2018-12-31	$271,053
Assets. Value of employer securities	2018-12-31	$1,712,709
Total contributions received or receivable from employer(s)	2018-12-31	$239,945
2017 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$838,248
Expenses. Total of all expenses incurred	2017-12-31	$221,280
Benefits paid (including direct rollovers)	2017-12-31	$217,596
Total plan assets at end of year	2017-12-31	$5,386,281
Total plan assets at beginning of year	2017-12-31	$4,769,313
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$55,032
Other income received	2017-12-31	$783,216
Net income (gross income less expenses)	2017-12-31	$616,968
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,386,281
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,769,313
Assets. Value of participant loans	2017-12-31	$278,297
Assets. Value of employer securities	2017-12-31	$1,607,850
Total contributions received or receivable from employer(s)	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,684
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$407,294
Expenses. Total of all expenses incurred	2016-12-31	$32,251
Benefits paid (including direct rollovers)	2016-12-31	$19,727
Total plan assets at end of year	2016-12-31	$4,769,313
Total plan assets at beginning of year	2016-12-31	$4,394,270
Value of fidelity bond covering the plan	2016-12-31	$476,931
Total contributions received or receivable from participants	2016-12-31	$35,062
Other income received	2016-12-31	$372,232
Net income (gross income less expenses)	2016-12-31	$375,043
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,769,313
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,394,270
Assets. Value of participant loans	2016-12-31	$333,816
Assets. Value of employer securities	2016-12-31	$1,293,268
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of corrective distributions	2016-12-31	$3,135
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,389
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$298,412
Expenses. Total of all expenses incurred	2015-12-31	$47,484
Benefits paid (including direct rollovers)	2015-12-31	$33,504
Total plan assets at end of year	2015-12-31	$4,394,270
Total plan assets at beginning of year	2015-12-31	$4,143,342
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$31,502
Other income received	2015-12-31	$266,910
Net income (gross income less expenses)	2015-12-31	$250,928
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,394,270
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,143,342
Assets. Value of participant loans	2015-12-31	$349,411
Assets. Value of employer securities	2015-12-31	$1,129,013
Value of corrective distributions	2015-12-31	$3,245
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,735
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$513,399
Expenses. Total of all expenses incurred	2014-12-31	$36,875
Benefits paid (including direct rollovers)	2014-12-31	$24,102
Total plan assets at end of year	2014-12-31	$4,143,342
Total plan assets at beginning of year	2014-12-31	$3,666,818
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$33,995
Other income received	2014-12-31	$479,404
Net income (gross income less expenses)	2014-12-31	$476,524
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,143,342
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,666,818
Assets. Value of participant loans	2014-12-31	$376,446
Assets. Value of employer securities	2014-12-31	$884,339
Value of corrective distributions	2014-12-31	$2,672
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$10,101
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2010 : PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$-279,626
Total unrealized appreciation/depreciation of assets	2010-12-31	$-279,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$15,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$4,980
Total income from all sources (including contributions)	2010-12-31	$108,898
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$578,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$560,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$76,680
Value of total assets at end of year	2010-12-31	$4,141,073
Value of total assets at beginning of year	2010-12-31	$4,599,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$17,289
Total interest from all sources	2010-12-31	$19,577
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$40,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$40,421
Administrative expenses professional fees incurred	2010-12-31	$11,278
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$76,680
Participant contributions at end of year	2010-12-31	$405,824
Participant contributions at beginning of year	2010-12-31	$325,488
Liabilities. Value of operating payables at end of year	2010-12-31	$15,350
Liabilities. Value of operating payables at beginning of year	2010-12-31	$4,980
Total non interest bearing cash at end of year	2010-12-31	$18,463
Total non interest bearing cash at beginning of year	2010-12-31	$8,850
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	$-469,208
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,125,723
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,594,931
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	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,520,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,639,199
Interest on participant loans	2010-12-31	$19,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$846,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$997,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$997,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$195
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$251,846
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
Assets. Invements in employer securities at end of year	2010-12-31	$349,532
Assets. Invements in employer securities at beginning of year	2010-12-31	$629,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$560,817
Contract administrator fees	2010-12-31	$6,011
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	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ROBINS, ESKEW, SMITH & JORDAN, PC
Accountancy firm EIN	2010-12-31	582647076

Form 5500 Responses for PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN

2022: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 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 BANK & TRUST 401(K) PROFIT SHARING PLAN 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 BANK & TRUST 401(K) PROFIT SHARING PLAN 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 BANK & TRUST 401(K) PROFIT SHARING PLAN 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2010: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PEOPLES BANK & TRUST 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	B66-70000
Policy instance	1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	B66-70000
Policy instance	1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	B66-70000
Policy instance	1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	B66-70000
Policy instance	1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	B66-70000
Policy instance	1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	601312
Policy instance	1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	B66-70000
Policy instance	2
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	601312
Policy instance	1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number	601312
Policy instance	1

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Company Name:	PEOPLES BANK & TRUST
Employer identification number (EIN):	581542258
NAIC Classification:	522110
NAIC Description:	Commercial Banking