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PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN
Plan identification number 002

PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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).
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • 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 FIRST PROPERTIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PEOPLES FIRST PROPERTIES, INC.
Employer identification number (EIN):593020789
NAIC Classification:551111
NAIC Description:Offices of Bank Holding Companies

Additional information about PEOPLES FIRST PROPERTIES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1990-02-21
Company Identification Number: L51753
Legal Registered Office Address: 1022 WEST 23RD STREET

PANAMA CITY

32405

More information about PEOPLES FIRST PROPERTIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01JOSEPH F. CHAPMAN IV2022-10-06 JENI ANDERSON2022-10-06
0022020-01-01JOSEPH F. CHAPMAN IV2021-09-30 JENI ANDERSON2021-09-30
0022019-01-01JOSEPH F. CHAPMAN IV2020-10-07
0022018-01-01JOSEPH F. CHAPMAN IV2019-10-03
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01JOSEPH F. CHAPMAN IV
0022013-01-01JOSEPH F. CHAPMAN IV
0022012-01-01JOSEPH F. CHAPMAN IV
0022011-01-01JAMES F. CHAPMAN, IV
0022010-01-01JOSEPH F. CHAPMAN, IV JOSEPH F. CHAPMAN, IV2011-10-18
0022009-01-01JOEY CHAPMAN JOEY CHAPMAN2010-10-14
0022009-01-01JOEY CHAPMAN JOEY CHAPMAN2010-10-14

Plan Statistics for PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,049
Total number of active participants reported on line 7a of the Form 55002022-01-011,017
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01130
Total of all active and inactive participants2022-01-011,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,147
Number of participants with account balances2022-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0140
2021: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,000
Total number of active participants reported on line 7a of the Form 55002021-01-01741
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-01108
Total of all active and inactive participants2021-01-01860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01860
Number of participants with account balances2021-01-01711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0199
2020: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01918
Total number of active participants reported on line 7a of the Form 55002020-01-01782
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-01167
Total of all active and inactive participants2020-01-01961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01961
Number of participants with account balances2020-01-01807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0197
2019: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01886
Total number of active participants reported on line 7a of the Form 55002019-01-01761
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0188
Total of all active and inactive participants2019-01-01851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01851
Number of participants with account balances2019-01-01705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0190
2018: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01906
Total number of active participants reported on line 7a of the Form 55002018-01-01778
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01830
Number of participants with account balances2018-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0190
2017: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01898
Total number of active participants reported on line 7a of the Form 55002017-01-01775
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0157
Total of all active and inactive participants2017-01-01833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01833
Number of participants with account balances2017-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0168
2016: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01929
Total number of active participants reported on line 7a of the Form 55002016-01-01758
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0173
Total of all active and inactive participants2016-01-01834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01834
Number of participants with account balances2016-01-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,844
Total number of active participants reported on line 7a of the Form 55002015-01-01735
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01136
Total of all active and inactive participants2015-01-01875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01875
Number of participants with account balances2015-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01822
Total number of active participants reported on line 7a of the Form 55002014-01-01778
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-011,069
Total of all active and inactive participants2014-01-011,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,856
Number of participants with account balances2014-01-011,444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,303
Total number of active participants reported on line 7a of the Form 55002013-01-01825
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01840
Total of all active and inactive participants2013-01-011,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,667
Number of participants with account balances2013-01-011,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,552
Total number of active participants reported on line 7a of the Form 55002012-01-01773
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01808
Total of all active and inactive participants2012-01-011,581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,582
Number of participants with account balances2012-01-011,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0132
2011: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,542
Total number of active participants reported on line 7a of the Form 55002011-01-01774
Number of retired or separated participants receiving benefits2011-01-01476
Number of other retired or separated participants entitled to future benefits2011-01-01302
Total of all active and inactive participants2011-01-011,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,552
Number of participants with account balances2011-01-011,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0181
Number of employers contributing to the scheme2011-01-018
2010: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,307
Total number of active participants reported on line 7a of the Form 55002010-01-01940
Number of retired or separated participants receiving benefits2010-01-01112
Number of other retired or separated participants entitled to future benefits2010-01-01439
Total of all active and inactive participants2010-01-011,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,492
Number of participants with account balances2010-01-011,380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0147
Number of employers contributing to the scheme2010-01-018
2009: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,447
Total number of active participants reported on line 7a of the Form 55002009-01-01763
Number of retired or separated participants receiving benefits2009-01-01178
Number of other retired or separated participants entitled to future benefits2009-01-01523
Total of all active and inactive participants2009-01-011,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,465
Number of participants with account balances2009-01-011,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01106
Number of employers contributing to the scheme2009-01-019

Financial Data on PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$289,710
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,595,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,506,679
Expenses. Certain deemed distributions of participant loans2022-12-31$9,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,590,280
Value of total assets at end of year2022-12-31$15,151,108
Value of total assets at beginning of year2022-12-31$16,456,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$79,039
Total interest from all sources2022-12-31$105,499
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$80,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$80,650
Administrative expenses professional fees incurred2022-12-31$7,007
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,525,434
Participant contributions at end of year2022-12-31$423,649
Participant contributions at beginning of year2022-12-31$451,968
Participant contributions at end of year2022-12-31$180
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$64,846
Other income not declared elsewhere2022-12-31$52,525
Administrative expenses (other) incurred2022-12-31$18,257
Total non interest bearing cash at beginning of year2022-12-31$7,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,305,601
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,151,108
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,456,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$4,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,672,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,298,670
Value of interest in pooled separate accounts at end of year2022-12-31$5,852,237
Interest on participant loans2022-12-31$21,571
Interest earned on other investments2022-12-31$83,928
Value of interest in master investment trust accounts at beginning of year2022-12-31$2,173,538
Value of interest in common/collective trusts at end of year2022-12-31$43,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,159,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,008,034
Net investment gain/loss from pooled separate accounts2022-12-31$-531,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at beginning of year2022-12-31$525,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,506,679
Contract administrator fees2022-12-31$49,571
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TARWATER & COMPANY, PSC
Accountancy firm EIN2022-12-31562397000
2021 : PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,995,495
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,537,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,433,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,956,352
Value of total assets at end of year2021-12-31$16,456,709
Value of total assets at beginning of year2021-12-31$13,998,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$103,818
Total interest from all sources2021-12-31$24,653
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$491,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$491,329
Administrative expenses professional fees incurred2021-12-31$103,818
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,450,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,396,876
Participant contributions at end of year2021-12-31$451,968
Participant contributions at beginning of year2021-12-31$394,999
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$34,338
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$7,395
Total non interest bearing cash at beginning of year2021-12-31$38,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,457,811
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,456,709
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,998,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,298,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,989,391
Interest on participant loans2021-12-31$24,653
Value of interest in master investment trust accounts at end of year2021-12-31$2,173,538
Value of interest in master investment trust accounts at beginning of year2021-12-31$2,068,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,523,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$525,138
Employer contributions (assets) at end of year2021-12-31$525,138
Employer contributions (assets) at beginning of year2021-12-31$507,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,433,866
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2021-12-31562397000
2020 : PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,228,056
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,232,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,163,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,819,715
Value of total assets at end of year2020-12-31$13,998,898
Value of total assets at beginning of year2020-12-31$12,003,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,223
Total interest from all sources2020-12-31$23,806
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$335,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$335,362
Administrative expenses professional fees incurred2020-12-31$69,223
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,450,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,266,941
Participant contributions at end of year2020-12-31$394,999
Participant contributions at beginning of year2020-12-31$352,783
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$45,164
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$38,587
Total non interest bearing cash at beginning of year2020-12-31$14,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,995,790
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,998,898
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,003,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,989,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,149,627
Interest on participant loans2020-12-31$23,806
Value of interest in master investment trust accounts at end of year2020-12-31$2,068,311
Value of interest in master investment trust accounts at beginning of year2020-12-31$2,012,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,049,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$507,610
Employer contributions (assets) at end of year2020-12-31$507,610
Employer contributions (assets) at beginning of year2020-12-31$474,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,163,043
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2020-12-31562397000
2019 : PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,393,388
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$761,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$729,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,657,667
Value of total assets at end of year2019-12-31$12,003,108
Value of total assets at beginning of year2019-12-31$9,370,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,762
Total interest from all sources2019-12-31$23,371
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$31,762
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,450,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,183,129
Participant contributions at end of year2019-12-31$352,783
Participant contributions at beginning of year2019-12-31$328,925
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$14,119
Total non interest bearing cash at beginning of year2019-12-31$8,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,632,228
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,003,108
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,370,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,149,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,761,457
Interest on participant loans2019-12-31$23,371
Value of interest in master investment trust accounts at end of year2019-12-31$2,012,041
Value of interest in master investment trust accounts at beginning of year2019-12-31$1,904,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,712,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$474,538
Employer contributions (assets) at end of year2019-12-31$474,538
Employer contributions (assets) at beginning of year2019-12-31$367,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$729,398
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2019-12-31562397000
2018 : PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,171,722
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$613,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$580,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,475,659
Value of total assets at end of year2018-12-31$9,370,880
Value of total assets at beginning of year2018-12-31$8,812,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,394
Total interest from all sources2018-12-31$18,133
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$344,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$344,182
Administrative expenses professional fees incurred2018-12-31$32,394
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,450,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,108,094
Participant contributions at end of year2018-12-31$328,925
Participant contributions at beginning of year2018-12-31$314,716
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$8,209
Total non interest bearing cash at beginning of year2018-12-31$18,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$558,674
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,370,880
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,812,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,761,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,216,445
Interest on participant loans2018-12-31$18,133
Value of interest in master investment trust accounts at end of year2018-12-31$1,904,724
Value of interest in master investment trust accounts at beginning of year2018-12-31$1,847,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-666,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$367,565
Employer contributions (assets) at end of year2018-12-31$367,565
Employer contributions (assets) at beginning of year2018-12-31$414,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$580,654
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2018-12-31562397000
2017 : PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,312,560
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,092,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,053,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,375,088
Value of total assets at end of year2017-12-31$8,812,206
Value of total assets at beginning of year2017-12-31$7,592,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,814
Total interest from all sources2017-12-31$16,164
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$253,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$253,087
Administrative expenses professional fees incurred2017-12-31$39,814
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,450,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$960,746
Participant contributions at end of year2017-12-31$314,716
Participant contributions at beginning of year2017-12-31$334,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$18,975
Total non interest bearing cash at beginning of year2017-12-31$35,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,219,703
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,812,206
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,592,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,216,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,853,324
Interest on participant loans2017-12-31$16,164
Value of interest in master investment trust accounts at end of year2017-12-31$1,847,728
Value of interest in master investment trust accounts at beginning of year2017-12-31$1,998,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$668,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$414,342
Employer contributions (assets) at end of year2017-12-31$414,342
Employer contributions (assets) at beginning of year2017-12-31$370,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,053,043
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2017-12-31562397000
2016 : PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,654,722
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$637,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$616,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,185,706
Value of total assets at end of year2016-12-31$7,592,503
Value of total assets at beginning of year2016-12-31$6,575,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,924
Total interest from all sources2016-12-31$37,735
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$119,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$119,729
Administrative expenses professional fees incurred2016-12-31$20,924
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$814,782
Participant contributions at end of year2016-12-31$334,192
Participant contributions at beginning of year2016-12-31$325,170
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$35,613
Total non interest bearing cash at beginning of year2016-12-31$56,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,016,828
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,592,503
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,575,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,853,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,736,181
Interest on participant loans2016-12-31$11,178
Interest earned on other investments2016-12-31$26,557
Value of interest in master investment trust accounts at end of year2016-12-31$1,998,450
Value of interest in master investment trust accounts at beginning of year2016-12-31$2,267,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$311,552
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$370,924
Employer contributions (assets) at end of year2016-12-31$370,924
Employer contributions (assets) at beginning of year2016-12-31$190,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$616,970
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2016-12-31562397000
2015 : PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$740,423
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,933,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,798,295
Expenses. Certain deemed distributions of participant loans2015-12-31$25,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$743,266
Value of total assets at end of year2015-12-31$6,575,675
Value of total assets at beginning of year2015-12-31$7,769,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$110,668
Total interest from all sources2015-12-31$11,715
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$164,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$164,112
Administrative expenses professional fees incurred2015-12-31$110,668
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$514,735
Participant contributions at end of year2015-12-31$325,170
Participant contributions at beginning of year2015-12-31$435,676
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$38,139
Total non interest bearing cash at end of year2015-12-31$56,062
Total non interest bearing cash at beginning of year2015-12-31$27,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,193,540
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,575,675
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,769,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,736,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,426,399
Interest on participant loans2015-12-31$11,715
Value of interest in master investment trust accounts at end of year2015-12-31$2,267,870
Value of interest in master investment trust accounts at beginning of year2015-12-31$2,879,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-178,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$190,392
Employer contributions (assets) at end of year2015-12-31$190,392
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,798,295
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2015-12-31562397000
2014 : PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,016,392
Total loss/gain on sale of assets2014-12-31$108,852
Total of all expenses incurred2014-12-31$582,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$554,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$390,017
Value of total assets at end of year2014-12-31$7,769,215
Value of total assets at beginning of year2014-12-31$7,335,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,005
Total interest from all sources2014-12-31$15,102
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$220,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$220,760
Administrative expenses professional fees incurred2014-12-31$28,005
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$390,017
Participant contributions at end of year2014-12-31$435,676
Participant contributions at beginning of year2014-12-31$499,301
Other income not declared elsewhere2014-12-31$230,005
Total non interest bearing cash at end of year2014-12-31$27,222
Total non interest bearing cash at beginning of year2014-12-31$4,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$433,735
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,769,215
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,335,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,426,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,664,883
Interest on participant loans2014-12-31$15,102
Value of interest in master investment trust accounts at end of year2014-12-31$2,879,918
Value of interest in master investment trust accounts at beginning of year2014-12-31$2,079,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$51,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$1,086,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$554,652
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,195,846
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,086,994
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2014-12-31562397000
2013 : PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,224,053
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$752,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$725,339
Value of total corrective distributions2013-12-31$5,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$391,741
Value of total assets at end of year2013-12-31$7,335,480
Value of total assets at beginning of year2013-12-31$4,863,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,733
Total interest from all sources2013-12-31$14,641
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$193,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$193,331
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$376,589
Participant contributions at end of year2013-12-31$499,301
Participant contributions at beginning of year2013-12-31$504,548
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,152
Total non interest bearing cash at end of year2013-12-31$4,886
Total non interest bearing cash at beginning of year2013-12-31$8,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,471,527
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,335,480
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,863,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$8,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,664,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,917,774
Interest on participant loans2013-12-31$14,641
Value of interest in master investment trust accounts at end of year2013-12-31$2,079,416
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,624,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$1,086,994
Assets. Invements in employer securities at beginning of year2013-12-31$432,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$725,339
Contract administrator fees2013-12-31$13,273
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2013-12-31562397000
2012 : PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$177,476
Total income from all sources (including contributions)2012-12-31$965,478
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$981,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$959,261
Value of total corrective distributions2012-12-31$6,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$356,846
Value of total assets at end of year2012-12-31$4,863,953
Value of total assets at beginning of year2012-12-31$5,057,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,361
Total interest from all sources2012-12-31$15,974
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$74,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$74,322
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$356,846
Participant contributions at end of year2012-12-31$504,548
Participant contributions at beginning of year2012-12-31$512,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$159,861
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$17,615
Total non interest bearing cash at end of year2012-12-31$8,847
Total non interest bearing cash at beginning of year2012-12-31$16,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-15,755
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,863,953
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,879,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$12,675
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,917,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,092,065
Interest on participant loans2012-12-31$15,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$518,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$432,784
Assets. Invements in employer securities at beginning of year2012-12-31$436,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$959,261
Contract administrator fees2012-12-31$2,686
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BABUSH NIEMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2012-12-31580972047
2011 : PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-365,065
Total unrealized appreciation/depreciation of assets2011-12-31$-365,065
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$177,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$61,725
Total income from all sources (including contributions)2011-12-31$524
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$969,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$770,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$392,982
Value of total assets at end of year2011-12-31$5,057,184
Value of total assets at beginning of year2011-12-31$5,910,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$199,144
Total interest from all sources2011-12-31$97,414
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$392,982
Participant contributions at end of year2011-12-31$512,237
Participant contributions at beginning of year2011-12-31$645,177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$159,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$61,725
Administrative expenses (other) incurred2011-12-31$168,190
Liabilities. Value of operating payables at end of year2011-12-31$17,615
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$16,832
Total non interest bearing cash at beginning of year2011-12-31$47,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-969,472
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,879,708
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,849,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,092,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,399,237
Interest on participant loans2011-12-31$20,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$983,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$983,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$76,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-124,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$436,050
Assets. Invements in employer securities at beginning of year2011-12-31$835,014
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$770,852
Contract administrator fees2011-12-31$30,954
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BABUSH NIEMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2011-12-31580972047
2010 : PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-95,128
Total unrealized appreciation/depreciation of assets2010-12-31$-95,128
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$61,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$62,051
Total income from all sources (including contributions)2010-12-31$864,483
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,147,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,751,054
Expenses. Certain deemed distributions of participant loans2010-12-31$350,566
Value of total corrective distributions2010-12-31$16,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$502,769
Value of total assets at end of year2010-12-31$5,910,905
Value of total assets at beginning of year2010-12-31$12,194,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,918
Total interest from all sources2010-12-31$44,588
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$502,134
Participant contributions at end of year2010-12-31$645,177
Participant contributions at beginning of year2010-12-31$1,109,029
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$61,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$62,051
Administrative expenses (other) incurred2010-12-31$33
Total non interest bearing cash at end of year2010-12-31$47,799
Total non interest bearing cash at beginning of year2010-12-31$175,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-6,283,184
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,849,180
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,132,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$29,885
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,399,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,617,967
Interest on participant loans2010-12-31$32,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$983,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,333,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,333,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$412,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$835,014
Assets. Invements in employer securities at beginning of year2010-12-31$952,987
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$6,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,751,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SMITH, MILES & COMPANY, P.A.
Accountancy firm EIN2010-12-31593717263
2009 : PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN

2022: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered1147
Insurance policy start date2022-04-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number633076
Policy instance 2
Insurance contract or identification number633076
Number of Individuals Covered1147
Insurance policy start date2022-04-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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