Peoples First Properties Retirement Savings Plan — Form 5500 plan (Peoples First Properties, Inc.)

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, Peoples First Properties Retirement Savings Plan is a benefit plan reported by Peoples First Properties, Inc. under EIN 59-3020789 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,276 participants and $18,054,119 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peoples First Properties, Inc.
EIN
59-3020789
Plan number
002
Plan type
2
Location
Panama City, FL
Latest filing year
2023
Participants
1,276
End-of-year plan assets
$18,054,119

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,276H, C20240522103633NAL0001945107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,054,119
Total liabilities (EOY)
$0
Net assets (EOY)
$18,054,119
Net assets (BOY)
$15,151,108

Income & contributions

Employer contributions
$900,691
Participant contributions
$1,714,595
Total contributions
$2,732,724
Total income / additions
$4,764,770

Expenses & distributions

Benefits paid
$1,763,845
Administrative expenses
$98,113
Total expenses
$1,861,759
Net increase / (decrease)
$2,903,011

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$76,705$02023
Merrill Lynch Pierce Fenner & SmithCONSULTANT$21,408$3,9152023

Related Form 5500 pages