PEOPLES BANK OF MENDENHALL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PEOPLES BANK 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : PEOPLES BANK 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $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 | $-1,076,111 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $541,648 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $535,531 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,135,266 |
Value of total assets at end of year | 2022-12-31 | $11,856,496 |
Value of total assets at beginning of year | 2022-12-31 | $13,474,255 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,117 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $6,117 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $496,224 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $124,557 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,617,759 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $11,856,496 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,474,255 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,027,697 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $12,868,197 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $828,799 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $606,058 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,211,377 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $514,485 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $535,531 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
Accountancy firm name | 2022-12-31 | SILAS SIMMONS, LLP |
Accountancy firm EIN | 2022-12-31 | 640319291 |
2021 : PEOPLES BANK 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $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 | $2,736,205 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $475,105 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $468,860 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,234,729 |
Value of total assets at end of year | 2021-12-31 | $13,474,255 |
Value of total assets at beginning of year | 2021-12-31 | $11,213,155 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $6,245 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $6,245 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $571,557 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $42,803 |
Other income not declared elsewhere | 2021-12-31 | $4,311 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,261,100 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $13,474,255 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,213,155 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $12,868,197 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $10,627,761 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $606,058 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $585,394 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,497,165 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $620,369 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $468,860 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | SILAS SIMMONS, LLP |
Accountancy firm EIN | 2021-12-31 | 640319291 |
2020 : PEOPLES BANK 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $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 | $2,151,224 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $226,551 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $221,112 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,006,356 |
Value of total assets at end of year | 2020-12-31 | $11,213,155 |
Value of total assets at beginning of year | 2020-12-31 | $9,288,482 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $5,439 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $5,439 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $468,631 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $63,468 |
Other income not declared elsewhere | 2020-12-31 | $-970 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,924,673 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $11,213,155 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,288,482 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $10,627,761 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $8,805,131 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $585,394 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $483,351 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,145,838 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $474,257 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $221,112 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SILAS SIMMONS, LLP |
Accountancy firm EIN | 2020-12-31 | 640319291 |
2019 : PEOPLES BANK 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $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 | $2,303,182 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $277,974 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $274,192 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $864,598 |
Value of total assets at end of year | 2019-12-31 | $9,288,482 |
Value of total assets at beginning of year | 2019-12-31 | $7,263,274 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,782 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $3,782 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $419,057 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $28,215 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,025,208 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,288,482 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,263,274 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $8,805,131 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,773,458 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $483,351 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $489,816 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,438,584 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $417,326 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $274,192 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SILAS SIMMONS, LLP |
Accountancy firm EIN | 2019-12-31 | 640319291 |
2018 : PEOPLES BANK 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $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 | $376,168 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $467,960 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $464,676 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $843,139 |
Value of total assets at end of year | 2018-12-31 | $7,263,274 |
Value of total assets at beginning of year | 2018-12-31 | $7,355,066 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,284 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Administrative expenses professional fees incurred | 2018-12-31 | $3,284 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $372,072 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $86,334 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-91,792 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,263,274 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,355,066 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,773,458 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,788,644 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $489,816 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $566,422 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-466,971 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
Contributions received in cash from employer | 2018-12-31 | $384,733 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $464,676 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SILAS SIMMONS, LLP |
Accountancy firm EIN | 2018-12-31 | 640319291 |
2017 : PEOPLES BANK 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $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 | $1,668,099 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $121,046 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $118,374 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $761,360 |
Value of total assets at end of year | 2017-12-31 | $7,355,066 |
Value of total assets at beginning of year | 2017-12-31 | $5,808,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,672 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Administrative expenses professional fees incurred | 2017-12-31 | $2,672 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $375,030 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,547,053 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,355,066 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,808,013 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,788,644 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,268,223 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $566,422 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $539,790 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $906,739 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
Contributions received in cash from employer | 2017-12-31 | $386,330 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $118,374 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SILAS SIMMONS, LLP |
Accountancy firm EIN | 2017-12-31 | 640319291 |
2016 : PEOPLES BANK 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $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 | $1,249,818 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $170,271 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $167,556 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $872,440 |
Value of total assets at end of year | 2016-12-31 | $5,808,013 |
Value of total assets at beginning of year | 2016-12-31 | $4,728,466 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,715 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Administrative expenses professional fees incurred | 2016-12-31 | $2,715 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $338,375 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $190,692 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,079,547 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,808,013 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,728,466 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,268,223 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,208,882 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $539,790 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $519,584 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $377,378 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
Contributions received in cash from employer | 2016-12-31 | $343,373 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $167,556 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SILAS SIMMONS, LLP |
Accountancy firm EIN | 2016-12-31 | 640319291 |
2015 : PEOPLES BANK 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $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 | $392,544 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $293,680 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $291,437 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $482,515 |
Value of total assets at end of year | 2015-12-31 | $4,728,466 |
Value of total assets at beginning of year | 2015-12-31 | $4,629,602 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,243 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Administrative expenses professional fees incurred | 2015-12-31 | $2,243 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $231,283 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $18,455 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $98,864 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,728,466 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,629,602 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4,208,882 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,629,602 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $519,584 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-89,971 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
Contributions received in cash from employer | 2015-12-31 | $232,777 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $291,437 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SILAS SIMMONS, LLP |
Accountancy firm EIN | 2015-12-31 | 640319291 |
2009 : PEOPLES BANK 401(K) PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |