2023 Form 5500 filing — People'S Bank Of Commerce 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250227105048NAL0002126641001) for People'S Bank Of Commerce 401(K) Plan, reported by People'S Bank Of Commerce under EIN 91-1840442 and plan number 001. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.8MReported net assets$9,765,487
Participants236
Provider compensation$84.9K2 Schedule C row(s)$84,883
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250227105048NAL0002126641001
- Plan sponsor
- People'S Bank Of Commerce
- EIN
- 91-1840442
- Plan number
- 001
- Location
- Medford, OR
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.8M total assets
Net assets$9.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,765,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,765,487
- Employer contributions
- $2,657
- Participant contributions
- $852,298
- Total income / additions
- $2,248,716
- Benefits paid
- $2,406,447
- Administrative expenses
- $84,883
- Total expenses
- $2,525,701
- Net increase / (decrease)
- -$276,985
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cutler Investment Counsel, LLC | INVESTMENT MANAGER | $52,298 | not reported in the loaded dataset |
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $32,585 | not reported in the loaded dataset |