Peoples Bank Salary Investment & Profit Sharing Plan — Form 5500 plan (Peoples Bancorp)
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 Bank Salary Investment & Profit Sharing Plan is a benefit plan reported by Peoples Bancorp under EIN 91-1190346 and plan number 001. The latest loaded filing year is 2023. The filing reports 606 participants and $63,642,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peoples Bancorp
- EIN
- 91-1190346
- Plan number
- 001
- Plan type
- 2
- Location
- Bellingham, WA
- Latest filing year
- 2023
- Participants
- 606
- End-of-year plan assets
- $63,642,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 606 | H, C | 20241008100400NAL0017381745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,642,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,642,477
- Net assets (BOY)
- $52,988,549
Income & contributions
- Employer contributions
- $2,271,242
- Participant contributions
- $3,075,469
- Total contributions
- $6,294,010
- Total income / additions
- $17,469,517
Expenses & distributions
- Benefits paid
- $6,735,742
- Administrative expenses
- $69,721
- Total expenses
- $6,815,589
- Net increase / (decrease)
- $10,653,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $69,771 | $0 | 2023 |