People'S Bank Of Commerce Employee Stock Ownership Plan — Form 5500 plan (Peoples Bank Of Commerce)
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, People'S Bank Of Commerce Employee Stock Ownership Plan is a benefit plan reported by Peoples Bank Of Commerce under EIN 91-1840442 and plan number 002. The latest loaded filing year is 2023. The filing reports 265 participants and $1,815,864 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peoples Bank Of Commerce
- EIN
- 91-1840442
- Plan number
- 002
- Plan type
- 2
- Location
- Medford, OR
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $1,815,864
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20250121163049NAL0005593168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,815,864
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,815,864
- Net assets (BOY)
- $1,873,295
Income & contributions
- Employer contributions
- $381,978
- Total contributions
- $381,978
- Total income / additions
- $168,339
Expenses & distributions
- Benefits paid
- $206,877
- Administrative expenses
- $18,893
- Total expenses
- $225,770
- Net increase / (decrease)
- -$57,431
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Watkins Ross & Co | NA | $8,112 | not reported in the loaded dataset | 2023 |
| Pcs Retirement, LLC | RECORDKEEPER | $6,581 | not reported in the loaded dataset | 2023 |
| Hopkins & Howard Valuation | VALUATION APPRAISER | $4,200 | not reported in the loaded dataset | 2023 |