?>
Logo

PEOPLES MORTGAGE 401K PLAN 401k Plan overview

Plan NamePEOPLES MORTGAGE 401K PLAN
Plan identification number 001

PEOPLES MORTGAGE 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MORIA DEVELOPMENT DBA PEOPLES MORTGAGE has sponsored the creation of one or more 401k plans.

Company Name:MORIA DEVELOPMENT DBA PEOPLES MORTGAGE
Employer identification number (EIN):860431588
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEOPLES MORTGAGE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHAWN MORRIS2023-07-26
0012021-01-01STAN MORRIS2022-06-14
0012020-01-01STAN MORRIS2021-06-22
0012019-01-01STAN MORRIS2020-10-14
0012018-01-01STAN MORRIS2019-09-20 MILES REED2019-09-20
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01STAN MORRIS
0012013-01-01STAN MORRIS
0012012-01-01STAN MORRIS
0012011-01-01STAN MORRIS
0012010-01-01STAN MORRIS2011-05-24

Plan Statistics for PEOPLES MORTGAGE 401K PLAN

401k plan membership statisitcs for PEOPLES MORTGAGE 401K PLAN

Measure Date Value
2022: PEOPLES MORTGAGE 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01583
Total number of active participants reported on line 7a of the Form 55002022-01-01292
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-01159
Total of all active and inactive participants2022-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01465
Number of participants with account balances2022-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01149
2021: PEOPLES MORTGAGE 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01541
Total number of active participants reported on line 7a of the Form 55002021-01-01476
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01101
Total of all active and inactive participants2021-01-01583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01583
Number of participants with account balances2021-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0165
2020: PEOPLES MORTGAGE 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01462
Total number of active participants reported on line 7a of the Form 55002020-01-01462
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0178
Total of all active and inactive participants2020-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01541
Number of participants with account balances2020-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: PEOPLES MORTGAGE 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01526
Total number of active participants reported on line 7a of the Form 55002019-01-01371
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-0168
Total of all active and inactive participants2019-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01462
Number of participants with account balances2019-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0129
2018: PEOPLES MORTGAGE 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01539
Total number of active participants reported on line 7a of the Form 55002018-01-01432
Number of retired or separated participants receiving benefits2018-01-0129
Number of other retired or separated participants entitled to future benefits2018-01-0165
Total of all active and inactive participants2018-01-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01526
Number of participants with account balances2018-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0151
2017: PEOPLES MORTGAGE 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01534
Total number of active participants reported on line 7a of the Form 55002017-01-01484
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01539
Number of participants with account balances2017-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: PEOPLES MORTGAGE 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01489
Total number of active participants reported on line 7a of the Form 55002016-01-01490
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01534
Number of participants with account balances2016-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: PEOPLES MORTGAGE 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01459
Total number of active participants reported on line 7a of the Form 55002015-01-01452
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01489
Number of participants with account balances2015-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: PEOPLES MORTGAGE 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01444
Total number of active participants reported on line 7a of the Form 55002014-01-01397
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01459
Number of participants with account balances2014-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0132
2013: PEOPLES MORTGAGE 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01340
Total number of active participants reported on line 7a of the Form 55002013-01-01397
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01436
Number of participants with account balances2013-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: PEOPLES MORTGAGE 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01135
Total number of active participants reported on line 7a of the Form 55002012-01-01324
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01340
Number of participants with account balances2012-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: PEOPLES MORTGAGE 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01129
Total number of active participants reported on line 7a of the Form 55002011-01-01121
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01135
Number of participants with account balances2011-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016

Financial Data on PEOPLES MORTGAGE 401K PLAN

Measure Date Value
2022 : PEOPLES MORTGAGE 401K 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$868
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,149
Total income from all sources (including contributions)2022-12-31$-1,596,720
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,021,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,891,178
Expenses. Certain deemed distributions of participant loans2022-12-31$101,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,217,966
Value of total assets at end of year2022-12-31$16,896,004
Value of total assets at beginning of year2022-12-31$21,514,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,836
Total interest from all sources2022-12-31$25,780
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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$14,264
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$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$1,750,285
Participant contributions at end of year2022-12-31$531,721
Participant contributions at beginning of year2022-12-31$466,726
Participant contributions at end of year2022-12-31$93
Participant contributions at beginning of year2022-12-31$668
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$175,691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,618,659
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,895,136
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,513,795
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
Value of interest in pooled separate accounts at end of year2022-12-31$14,314,521
Value of interest in pooled separate accounts at beginning of year2022-12-31$20,124,673
Interest on participant loans2022-12-31$25,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,049,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$922,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,840,466
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$291,990
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,891,178
Contract administrator fees2022-12-31$14,572
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 name2022-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2022-12-31455497718
2021 : PEOPLES MORTGAGE 401K 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$1,149
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$5,629,805
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,235,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,208,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,122,475
Value of total assets at end of year2021-12-31$21,514,944
Value of total assets at beginning of year2021-12-31$17,119,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,206
Total interest from all sources2021-12-31$21,217
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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$16,800
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$2,458,104
Participant contributions at end of year2021-12-31$466,726
Participant contributions at beginning of year2021-12-31$435,063
Participant contributions at end of year2021-12-31$668
Participant contributions at beginning of year2021-12-31$668
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$286,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,394,332
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,513,795
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,119,463
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 pooled separate accounts at end of year2021-12-31$20,124,673
Value of interest in pooled separate accounts at beginning of year2021-12-31$15,884,830
Interest on participant loans2021-12-31$21,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$922,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$798,902
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,486,113
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
Contributions received in cash from employer2021-12-31$378,192
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,208,267
Contract administrator fees2021-12-31$10,406
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2021-12-31455497718
2020 : PEOPLES MORTGAGE 401K 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$5,008,570
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,648,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,613,431
Expenses. Certain deemed distributions of participant loans2020-12-31$17,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,539,135
Value of total assets at end of year2020-12-31$17,119,463
Value of total assets at beginning of year2020-12-31$13,758,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,104
Total interest from all sources2020-12-31$28,415
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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$11,200
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$2,113,210
Participant contributions at end of year2020-12-31$435,063
Participant contributions at beginning of year2020-12-31$419,860
Participant contributions at end of year2020-12-31$668
Participant contributions at beginning of year2020-12-31$1,169
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$141,323
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$3,360,551
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,119,463
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,758,912
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 pooled separate accounts at end of year2020-12-31$15,884,830
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,484,788
Interest on participant loans2020-12-31$26,695
Interest earned on other investments2020-12-31$1,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$798,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$853,095
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,441,020
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$284,602
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,613,431
Contract administrator fees2020-12-31$5,904
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 name2020-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2020-12-31455497718
2019 : PEOPLES MORTGAGE 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$4,246,993
Total income from all sources (including contributions)2019-12-31$4,246,993
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,280,523
Total of all expenses incurred2019-12-31$1,280,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,272,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,272,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,874,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,874,872
Value of total assets at end of year2019-12-31$13,758,912
Value of total assets at end of year2019-12-31$13,758,912
Value of total assets at beginning of year2019-12-31$10,792,442
Value of total assets at beginning of year2019-12-31$10,792,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,892
Total interest from all sources2019-12-31$22,208
Total interest from all sources2019-12-31$22,208
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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$7,892
Administrative expenses professional fees incurred2019-12-31$7,892
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,483,777
Contributions received from participants2019-12-31$1,483,777
Participant contributions at end of year2019-12-31$419,860
Participant contributions at end of year2019-12-31$419,860
Participant contributions at beginning of year2019-12-31$406,581
Participant contributions at beginning of year2019-12-31$406,581
Participant contributions at end of year2019-12-31$1,169
Participant contributions at end of year2019-12-31$1,169
Participant contributions at beginning of year2019-12-31$7,161
Participant contributions at beginning of year2019-12-31$7,161
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$181,622
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$181,622
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
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$2,966,470
Value of net income/loss2019-12-31$2,966,470
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,758,912
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,758,912
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,792,442
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,792,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$12,484,788
Value of interest in pooled separate accounts at end of year2019-12-31$12,484,788
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,809,124
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,809,124
Interest on participant loans2019-12-31$22,208
Interest on participant loans2019-12-31$22,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$853,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$853,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$568,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$568,917
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,349,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,349,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$209,473
Contributions received in cash from employer2019-12-31$209,473
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$659
Employer contributions (assets) at beginning of year2019-12-31$659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,272,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,272,631
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KIMBERLIN COMPANY
Accountancy firm name2019-12-31KIMBERLIN COMPANY
Accountancy firm EIN2019-12-31455497718
Accountancy firm EIN2019-12-31455497718
2018 : PEOPLES MORTGAGE 401K 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$1,524,156
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$932,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$857,929
Expenses. Certain deemed distributions of participant loans2018-12-31$53,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,282,898
Value of total assets at end of year2018-12-31$10,792,442
Value of total assets at beginning of year2018-12-31$10,200,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,669
Total interest from all sources2018-12-31$13,804
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,510,327
Participant contributions at end of year2018-12-31$406,581
Participant contributions at beginning of year2018-12-31$175,696
Participant contributions at end of year2018-12-31$7,161
Participant contributions at beginning of year2018-12-31$7,161
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$562,355
Other income not declared elsewhere2018-12-31$76,793
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$591,603
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,792,442
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,200,839
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 pooled separate accounts at end of year2018-12-31$9,809,124
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,489,227
Interest on participant loans2018-12-31$13,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$568,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$436,223
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-849,339
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$210,216
Employer contributions (assets) at end of year2018-12-31$659
Employer contributions (assets) at beginning of year2018-12-31$92,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$857,929
Contract administrator fees2018-12-31$20,669
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 name2018-12-31TOMISATO PC
Accountancy firm EIN2018-12-31208454451
2017 : PEOPLES MORTGAGE 401K 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$3,925,259
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,102,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,039,587
Expenses. Certain deemed distributions of participant loans2017-12-31$47,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,642,729
Value of total assets at end of year2017-12-31$10,200,839
Value of total assets at beginning of year2017-12-31$7,378,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,804
Total interest from all sources2017-12-31$8,622
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,700,043
Participant contributions at end of year2017-12-31$175,696
Participant contributions at beginning of year2017-12-31$187,040
Participant contributions at end of year2017-12-31$7,161
Participant contributions at beginning of year2017-12-31$7,161
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$649,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$1,681
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$2,822,264
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,200,839
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,378,575
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 pooled separate accounts at end of year2017-12-31$9,489,227
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,077,455
Interest on participant loans2017-12-31$8,622
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$22,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$436,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$561,481
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$447,490
Net investment gain/loss from pooled separate accounts2017-12-31$1,272,227
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
Contributions received in cash from employer2017-12-31$293,595
Employer contributions (assets) at end of year2017-12-31$92,532
Employer contributions (assets) at beginning of year2017-12-31$74,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,039,587
Contract administrator fees2017-12-31$15,804
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 name2017-12-31TOMISATO PC
Accountancy firm EIN2017-12-31208454451
2016 : PEOPLES MORTGAGE 401K 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$2,185,205
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$727,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$693,269
Expenses. Certain deemed distributions of participant loans2016-12-31$20,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,730,596
Value of total assets at end of year2016-12-31$7,378,575
Value of total assets at beginning of year2016-12-31$5,921,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,486
Total interest from all sources2016-12-31$18,283
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$10,630
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,367,461
Participant contributions at end of year2016-12-31$187,040
Participant contributions at beginning of year2016-12-31$134,663
Participant contributions at end of year2016-12-31$7,161
Participant contributions at beginning of year2016-12-31$4,424
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$131,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,457,344
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,378,575
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,921,231
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 pooled separate accounts at end of year2016-12-31$6,077,455
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,763,323
Interest on participant loans2016-12-31$5,124
Interest earned on other investments2016-12-31$1,910
Income. Interest from US Government securities2016-12-31$143
Value of interest in common/collective trusts at end of year2016-12-31$22,990
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$561,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$566,663
Asset value of US Government securities at end of year2016-12-31$447,490
Asset value of US Government securities at beginning of year2016-12-31$383,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$420,080
Net investment gain or loss from common/collective trusts2016-12-31$16,246
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
Contributions received in cash from employer2016-12-31$232,040
Employer contributions (assets) at end of year2016-12-31$74,958
Employer contributions (assets) at beginning of year2016-12-31$68,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$693,269
Contract administrator fees2016-12-31$3,856
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 name2016-12-31TOMISATO PC
Accountancy firm EIN2016-12-31208454451
2015 : PEOPLES MORTGAGE 401K 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$1,533,994
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$368,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$363,544
Expenses. Certain deemed distributions of participant loans2015-12-31$123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,617,338
Value of total assets at end of year2015-12-31$5,921,231
Value of total assets at beginning of year2015-12-31$4,755,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,033
Total interest from all sources2015-12-31$8,100
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$-93,401
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$-93,401
Administrative expenses professional fees incurred2015-12-31$5,033
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$1,151,545
Participant contributions at end of year2015-12-31$134,663
Participant contributions at beginning of year2015-12-31$92,149
Participant contributions at end of year2015-12-31$4,424
Participant contributions at beginning of year2015-12-31$612
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$261,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$1,957
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$1,165,294
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,921,231
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,755,937
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,572
Value of interest in pooled separate accounts at end of year2015-12-31$4,763,323
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,178,061
Interest on participant loans2015-12-31$8,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$566,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$326,120
Asset value of US Government securities at end of year2015-12-31$383,429
Asset value of US Government securities at beginning of year2015-12-31$0
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
Contributions received in cash from employer2015-12-31$203,800
Employer contributions (assets) at end of year2015-12-31$68,729
Employer contributions (assets) at beginning of year2015-12-31$157,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$363,544
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 name2015-12-31TOMISATO PC
Accountancy firm EIN2015-12-31208454451
2014 : PEOPLES MORTGAGE 401K 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$1,585,151
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$612,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$602,009
Value of total corrective distributions2014-12-31$839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,330,016
Value of total assets at end of year2014-12-31$4,755,937
Value of total assets at beginning of year2014-12-31$3,783,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,574
Total interest from all sources2014-12-31$5,097
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$9,574
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$969,223
Participant contributions at end of year2014-12-31$92,149
Participant contributions at beginning of year2014-12-31$163,578
Participant contributions at end of year2014-12-31$612
Participant contributions at beginning of year2014-12-31$612
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$203,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$972,729
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,755,937
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,783,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
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$1,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,619,018
Value of interest in pooled separate accounts at end of year2014-12-31$4,178,061
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$5,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$326,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$250,038
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
Contributions received in cash from employer2014-12-31$157,423
Employer contributions (assets) at end of year2014-12-31$157,423
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$602,009
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31TOMISATO PC
Accountancy firm EIN2014-12-31208454451
2013 : PEOPLES MORTGAGE 401K 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$1,548,884
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$206,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$203,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$990,187
Value of total assets at end of year2013-12-31$3,783,208
Value of total assets at beginning of year2013-12-31$2,441,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,851
Total interest from all sources2013-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$860,344
Participant contributions at end of year2013-12-31$163,578
Participant contributions at beginning of year2013-12-31$121,101
Participant contributions at end of year2013-12-31$612
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$129,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,342,125
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,783,208
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,441,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,619,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,049,538
Interest on participant loans2013-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$166,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$558,678
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
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$103,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$203,908
Contract administrator fees2013-12-31$2,851
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31TOMISATO PC
Accountancy firm EIN2013-12-31208454451
2012 : PEOPLES MORTGAGE 401K 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$2,169
Total income from all sources (including contributions)2012-12-31$798,429
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$87,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$86,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$587,144
Value of total assets at end of year2012-12-31$2,441,083
Value of total assets at beginning of year2012-12-31$1,732,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,556
Total interest from all sources2012-12-31$3,742
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$454,682
Participant contributions at end of year2012-12-31$121,101
Participant contributions at beginning of year2012-12-31$136,124
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$1,037
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$28,976
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$2,169
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$710,438
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,441,083
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,730,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,049,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,431,649
Interest on participant loans2012-12-31$3,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$166,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$118,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$207,543
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
Contributions received in cash from employer2012-12-31$103,486
Employer contributions (assets) at end of year2012-12-31$103,487
Employer contributions (assets) at beginning of year2012-12-31$45,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$86,435
Contract administrator fees2012-12-31$1,556
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31TOMISATO PC
Accountancy firm EIN2012-12-31208454451
2011 : PEOPLES MORTGAGE 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$465
Total income from all sources (including contributions)2011-12-31$285,882
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$84,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$63,072
Expenses. Certain deemed distributions of participant loans2011-12-31$13,730
Value of total corrective distributions2011-12-31$5,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$339,411
Value of total assets at end of year2011-12-31$1,732,814
Value of total assets at beginning of year2011-12-31$1,529,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,323
Total interest from all sources2011-12-31$2,197
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$500,000
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$250,058
Participant contributions at end of year2011-12-31$136,124
Participant contributions at beginning of year2011-12-31$25,100
Participant contributions at end of year2011-12-31$1,037
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$43,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$465
Administrative expenses (other) incurred2011-12-31$923
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$201,316
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,730,645
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,529,329
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$1,431,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,353,704
Interest on participant loans2011-12-31$2,176
Interest earned on other investments2011-12-31$21
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$118,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$118,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-55,726
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$45,481
Employer contributions (assets) at end of year2011-12-31$45,480
Employer contributions (assets) at beginning of year2011-12-31$32,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$63,072
Contract administrator fees2011-12-31$1,400
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31TOMISATO PC
Accountancy firm EIN2011-12-31208454451

Form 5500 Responses for PEOPLES MORTGAGE 401K PLAN

2022: PEOPLES MORTGAGE 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 MORTGAGE 401K 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PEOPLES MORTGAGE 401K 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PEOPLES MORTGAGE 401K 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PEOPLES MORTGAGE 401K 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PEOPLES MORTGAGE 401K 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PEOPLES MORTGAGE 401K 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PEOPLES MORTGAGE 401K 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PEOPLES MORTGAGE 401K 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PEOPLES MORTGAGE 401K 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PEOPLES MORTGAGE 401K 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PEOPLES MORTGAGE 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number747447-01
Policy instance 2
Insurance contract or identification number747447-01
Number of Individuals Covered388
Insurance policy start date2022-02-19
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $21,028
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,771
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-840071
Policy instance 1
Insurance contract or identification numberGA-840071
Number of Individuals Covered388
Insurance policy start date2022-01-01
Insurance policy end date2022-02-18
Total amount of commissions paid to insurance brokerUSD $15,433
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,433
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-840071
Policy instance 1
Insurance contract or identification numberGA-840071
Number of Individuals Covered457
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $26,968
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,968
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-840071
Policy instance 1
Insurance contract or identification numberGA-840071
Number of Individuals Covered378
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $19,580
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,580
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-840071
Policy instance 1
Insurance contract or identification numberGA-840071
Number of Individuals Covered270
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13,298
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,298
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-840071
Policy instance 1
Insurance contract or identification numberGA-840071
Number of Individuals Covered286
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,661
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,661
Insurance broker organization code?3
Insurance broker nameLINCOLN INVESTMENT PLANNING LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-832453
Policy instance 1
Insurance contract or identification numberGA-832453
Number of Individuals Covered205
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $17,569
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,569
Insurance broker organization code?3
Insurance broker nameLINCOLN INVESTMENT PLANNING
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-832453
Policy instance 1
Insurance contract or identification numberGA-832453
Number of Individuals Covered191
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,187
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,187
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER FEES
Insurance broker organization code?4
Insurance broker nameLINCOLN INVESTMENT PLANNING
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-ND97
Policy instance 1
Insurance contract or identification numberGAP-B2-ND97
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $21
Total amount of fees paid to insurance companyUSD $11
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21
Amount paid for insurance broker fees11
Additional information about fees paid to insurance brokerBROKER FEES
Insurance broker organization code?4
Insurance broker nameLINCOLN INVESTMENT PLANNING
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-ND97
Policy instance 1
Insurance contract or identification numberGAP-B2-ND97
Number of Individuals Covered102
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $131
Total amount of fees paid to insurance companyUSD $80
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $131
Amount paid for insurance broker fees80
Additional information about fees paid to insurance brokerBROKER FEES
Insurance broker organization code?4
Insurance broker nameLINCOLN INVESTMENT PLANNING
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-ND97
Policy instance 1
Insurance contract or identification numberGAP-B2-ND97
Number of Individuals Covered80
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $111
Total amount of fees paid to insurance companyUSD $55
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3