Peoples Security Bank 401(K) Profit Sharing Plan — Form 5500 plan (Peoples Security Bank & Trust Company)
Plain-English plan 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, Peoples Security Bank 401(K) Profit Sharing Plan is a benefit plan reported by Peoples Security Bank & Trust Company under EIN 24-0603570 and plan number 004. The latest loaded filing year is 2023. The filing reports 522 participants and $46,780,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peoples Security Bank & Trust Company
- EIN
- 24-0603570
- Plan number
- 004
- Plan type
- 2
- Location
- Scranton, PA
- Latest filing year
- 2023
- Participants
- 522
- End-of-year plan assets
- $46,780,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 522 | H, C | 20241010133033NAL0011503971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,780,833
- Total liabilities (EOY)
- $100,746
- Net assets (EOY)
- $46,680,087
- Net assets (BOY)
- $41,146,747
Income & contributions
- Employer contributions
- $2,037,168
- Participant contributions
- $1,405,738
- Total contributions
- $3,657,357
- Total income / additions
- $9,702,735
Expenses & distributions
- Benefits paid
- $4,050,541
- Administrative expenses
- $118,854
- Total expenses
- $4,169,395
- Net increase / (decrease)
- $5,533,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel Investment Advisors | NONE | $51,992 | not reported in the loaded dataset | 2023 |
| Conrad Siegel | NONE | $45,741 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $21,121 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peoples Security Bank & Trust Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Scranton, PA
- Conrad Siegel Investment Advisors — Schedule C compensation
- Conrad Siegel — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation