401k Plan Of Peoplesbank, A Codorus Valley Company — Form 5500 plan (Peoplesbank)

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, 401k Plan Of Peoplesbank, A Codorus Valley Company is a benefit plan reported by Peoplesbank under EIN 23-0962030 and plan number 002. The latest loaded filing year is 2023. The filing reports 410 participants and $31,088,798 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peoplesbank
EIN
23-0962030
Plan number
002
Plan type
2
Location
York, PA
Latest filing year
2023
Participants
410
End-of-year plan assets
$31,088,798

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023410H, C20240729123320NAL0011030339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,088,798
Total liabilities (EOY)
$0
Net assets (EOY)
$31,088,798
Net assets (BOY)
$26,183,407

Income & contributions

Employer contributions
$818,956
Participant contributions
$1,764,639
Total contributions
$3,425,567
Total income / additions
$7,858,435

Expenses & distributions

Benefits paid
$2,931,779
Administrative expenses
$21,265
Total expenses
$2,953,044
Net increase / (decrease)
$4,905,391

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Conrad Siegel ActuariesNONE$11,784not reported in the loaded dataset2023
Morningstar Investment ManagementSERVICE PROVIDER$0$4,5752023
Voya Retirement Ins And Annuity CoSERVICE PROVIDER$2,817$02023
Morningstar Investment ManagementSERVICE PROVIDER$2,817$02023

Related Form 5500 pages