2023 Form 5500 filing — The People'S Community Bank 401(K) And Employee Stock Ownership 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 20240409102527NAL0024319153001) for The People'S Community Bank 401(K) And Employee Stock Ownership Plan, reported by The People'S Community Bank under EIN 39-0532600 and plan number 002. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240409102527NAL0024319153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The People'S Community Bank
- EIN
- 39-0532600
- Plan number
- 002
- Location
- Mazomanie, WI
- Participants
- 66
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,749,266
- Net assets (EOY)
- $7,749,266
- Employer contributions
- $162,617
- Participant contributions
- $339,224
- Total income / additions
- $1,958,233
- Benefits paid
- $1,295,478
- Administrative expenses
- $11,710
- Total expenses
- $1,307,188
- Net increase / (decrease)
- $651,045
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $10,440 | $0 |
| Wipfli Llp | NONE | $1,450 | not reported in the loaded dataset |
| Gwfs Equities Inc. | NONE | $0 | $0 |
| The Pension Specialists Ltd | NONE | -$570 | not reported in the loaded dataset |