Peoples Financial Corporation Employee Stock Ownership Plan — Form 5500 plan (Peoples Financial Corporation)

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 Financial Corporation Employee Stock Ownership Plan is a benefit plan reported by Peoples Financial Corporation under EIN 64-0709834 and plan number 002. The latest loaded filing year is 2023. The filing reports 123 participants and $3,252,657 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.3MPlan net assets, end of year$3,252,657
Participants123Covered participants reported
Assets / participant$26.4KComputed: assets ÷ participants$26,444 (computed)
Provider compensationNone reported
Plan sponsor
Peoples Financial Corporation
EIN
64-0709834
Plan number
002
Plan type
2
Location
Biloxi, MS
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H20240722145706NAL0022009810001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$216.6K
Total expenses$93K
Benefits paid / distributions$92.6K
Full reported line items

Net assets

Total assets (EOY)
$3,252,657
Total liabilities (EOY)
$0
Net assets (EOY)
$3,252,657
Net assets (BOY)
$3,129,062

Income & contributions

Total contributions
$0
Total income / additions
$216,584

Expenses & distributions

Benefits paid
$92,561
Administrative expenses
$428
Total expenses
$92,989
Net increase / (decrease)
$123,595
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income43%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages