2023 Form 5500 filing — 401k Plan Of Peoplesbank, A Codorus Valley Company
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 20240729123320NAL0011030339001) for 401k Plan Of Peoplesbank, A Codorus Valley Company, reported by Peoplesbank under EIN 23-0962030 and plan number 002. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729123320NAL0011030339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peoplesbank
- EIN
- 23-0962030
- Plan number
- 002
- Location
- York, PA
- Participants
- 410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,088,798
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,088,798
- Employer contributions
- $818,956
- Participant contributions
- $1,764,639
- Total income / additions
- $7,858,435
- Benefits paid
- $2,931,779
- Administrative expenses
- $21,265
- Total expenses
- $2,953,044
- Net increase / (decrease)
- $4,905,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel Actuaries | NONE | $11,784 | not reported in the loaded dataset |
| Morningstar Investment Management | SERVICE PROVIDER | $0 | $4,575 |
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | $2,817 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $2,817 | $0 |