People'S Trust Insurance Co 401(K) Profit Sharing Plan & Trust — Form 5500 plan (People'S Trust Insurance Co.)
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 Trust Insurance Co 401(K) Profit Sharing Plan & Trust is a benefit plan reported by People'S Trust Insurance Co. under EIN 26-1716465 and plan number 001. The latest loaded filing year is 2023. The filing reports 596 participants and $17,582,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- People'S Trust Insurance Co.
- EIN
- 26-1716465
- Plan number
- 001
- Plan type
- 2
- Location
- Deerfield Beach, FL
- Latest filing year
- 2023
- Participants
- 596
- End-of-year plan assets
- $17,582,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 596 | H, C | 20241007124945NAL0016072833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,582,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,582,510
- Net assets (BOY)
- $14,989,907
Income & contributions
- Employer contributions
- $442,592
- Participant contributions
- $1,758,038
- Total contributions
- $2,784,672
- Total income / additions
- $5,312,836
Expenses & distributions
- Benefits paid
- $2,653,532
- Administrative expenses
- $63,170
- Total expenses
- $2,720,233
- Net increase / (decrease)
- $2,592,603
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $63,170 | $0 | 2023 |