PEOPLESBANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK
| Measure | Date | Value |
|---|
| 2023: SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2023 401k membership |
|---|
| Market value of plan assets | 2023-10-31 | 16,942,683 |
| Acturial value of plan assets | 2023-10-31 | 16,942,683 |
| Funding target for retired participants and beneficiaries receiving payment | 2023-10-31 | 5,322,730 |
| Number of terminated vested participants | 2023-10-31 | 94 |
| Fundng target for terminated vested participants | 2023-10-31 | 4,508,990 |
| Active participant vested funding target | 2023-10-31 | 4,186,430 |
| Number of active participants | 2023-10-31 | 50 |
| Total funding liabilities for active participants | 2023-10-31 | 4,200,823 |
| Total participant count | 2023-10-31 | 171 |
| Total funding target for all participants | 2023-10-31 | 14,032,543 |
| Balance at beginning of prior year after applicable adjustments | 2023-10-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2023-10-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2023-10-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2023-10-31 | 0 |
| Amount remaining of carryover balance | 2023-10-31 | 0 |
| Amount remaining of prefunding balance | 2023-10-31 | 0 |
| Present value of excess contributions | 2023-10-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-10-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2023-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2023-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2023-10-31 | 0 |
| Balance of prefunding at beginning of current year | 2023-10-31 | 0 |
| Total employer contributions | 2023-10-31 | 0 |
| Total employee contributions | 2023-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2023-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2023-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-10-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2023-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2023-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2023-10-31 | 287,427 |
| Net shortfall amortization installment of oustanding balance | 2023-10-31 | 0 |
| Waiver amortization installment | 2023-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2023-10-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2023-10-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2023-10-31 | 0 |
| Additional cash requirement | 2023-10-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2023-10-31 | 0 |
| Unpaid minimum required contributions for current year | 2023-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2023-10-31 | 0 |
| 2022: SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-11-01 | 171 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-11-01 | 47 |
| Number of retired or separated participants receiving benefits | 2022-11-01 | 26 |
| Number of other retired or separated participants entitled to future benefits | 2022-11-01 | 93 |
| Total of all active and inactive participants | 2022-11-01 | 166 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-11-01 | 2 |
| Total participants | 2022-11-01 | 168 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-11-01 | 0 |
| Market value of plan assets | 2022-10-31 | 24,450,193 |
| Acturial value of plan assets | 2022-10-31 | 24,450,193 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-10-31 | 4,921,693 |
| Number of terminated vested participants | 2022-10-31 | 97 |
| Fundng target for terminated vested participants | 2022-10-31 | 5,750,375 |
| Active participant vested funding target | 2022-10-31 | 4,794,590 |
| Number of active participants | 2022-10-31 | 56 |
| Total funding liabilities for active participants | 2022-10-31 | 4,818,036 |
| Total participant count | 2022-10-31 | 180 |
| Total funding target for all participants | 2022-10-31 | 15,490,104 |
| Balance at beginning of prior year after applicable adjustments | 2022-10-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-10-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-10-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-10-31 | 0 |
| Amount remaining of carryover balance | 2022-10-31 | 0 |
| Amount remaining of prefunding balance | 2022-10-31 | 0 |
| Present value of excess contributions | 2022-10-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-10-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-10-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-10-31 | 0 |
| Total employer contributions | 2022-10-31 | 0 |
| Total employee contributions | 2022-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-10-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-10-31 | 306,268 |
| Net shortfall amortization installment of oustanding balance | 2022-10-31 | 0 |
| Waiver amortization installment | 2022-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-10-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2022-10-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-10-31 | 0 |
| Additional cash requirement | 2022-10-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-10-31 | 0 |
| Unpaid minimum required contributions for current year | 2022-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-10-31 | 0 |
| 2021: SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 180 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 50 |
| Number of retired or separated participants receiving benefits | 2021-11-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 94 |
| Total of all active and inactive participants | 2021-11-01 | 169 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-11-01 | 2 |
| Total participants | 2021-11-01 | 171 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-11-01 | 0 |
| Market value of plan assets | 2021-10-31 | 20,443,284 |
| Acturial value of plan assets | 2021-10-31 | 20,443,284 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-10-31 | 4,899,814 |
| Number of terminated vested participants | 2021-10-31 | 89 |
| Fundng target for terminated vested participants | 2021-10-31 | 1,809,716 |
| Active participant vested funding target | 2021-10-31 | 8,219,335 |
| Number of active participants | 2021-10-31 | 69 |
| Total funding liabilities for active participants | 2021-10-31 | 8,245,750 |
| Total participant count | 2021-10-31 | 184 |
| Total funding target for all participants | 2021-10-31 | 14,955,280 |
| Balance at beginning of prior year after applicable adjustments | 2021-10-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-10-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-10-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-10-31 | 0 |
| Amount remaining of carryover balance | 2021-10-31 | 0 |
| Amount remaining of prefunding balance | 2021-10-31 | 0 |
| Present value of excess contributions | 2021-10-31 | 1,536,064 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-10-31 | 1,622,544 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-10-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-10-31 | 0 |
| Total employer contributions | 2021-10-31 | 0 |
| Total employee contributions | 2021-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-10-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-10-31 | 463,513 |
| Net shortfall amortization installment of oustanding balance | 2021-10-31 | 0 |
| Waiver amortization installment | 2021-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-10-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2021-10-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-10-31 | 0 |
| Additional cash requirement | 2021-10-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-10-31 | 0 |
| Unpaid minimum required contributions for current year | 2021-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-10-31 | 0 |
| 2020: SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 184 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 56 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 97 |
| Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 26 |
| Total of all active and inactive participants | 2020-11-01 | 179 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-11-01 | 1 |
| Total participants | 2020-11-01 | 180 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-11-01 | 0 |
| Market value of plan assets | 2020-10-31 | 18,915,243 |
| Acturial value of plan assets | 2020-10-31 | 18,915,243 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-10-31 | 4,542,457 |
| Number of terminated vested participants | 2020-10-31 | 90 |
| Fundng target for terminated vested participants | 2020-10-31 | 2,256,215 |
| Active participant vested funding target | 2020-10-31 | 7,991,400 |
| Number of active participants | 2020-10-31 | 73 |
| Total funding liabilities for active participants | 2020-10-31 | 8,061,306 |
| Total participant count | 2020-10-31 | 186 |
| Total funding target for all participants | 2020-10-31 | 14,859,978 |
| Balance at beginning of prior year after applicable adjustments | 2020-10-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-10-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-10-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-10-31 | 0 |
| Amount remaining of carryover balance | 2020-10-31 | 0 |
| Amount remaining of prefunding balance | 2020-10-31 | 0 |
| Present value of excess contributions | 2020-10-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-10-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-10-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-10-31 | 0 |
| Total employer contributions | 2020-10-31 | 1,644,300 |
| Total employee contributions | 2020-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-10-31 | 1,536,064 |
| Unpaid minimum required contributions for all prior years | 2020-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-10-31 | 526,203 |
| Net shortfall amortization installment of oustanding balance | 2020-10-31 | 0 |
| Waiver amortization installment | 2020-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-10-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2020-10-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-10-31 | 0 |
| Additional cash requirement | 2020-10-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-10-31 | 1,536,064 |
| Unpaid minimum required contributions for current year | 2020-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-10-31 | 0 |
| 2019: SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 186 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 69 |
| Number of retired or separated participants receiving benefits | 2019-11-01 | 26 |
| Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 89 |
| Total of all active and inactive participants | 2019-11-01 | 184 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-11-01 | 0 |
| Total participants | 2019-11-01 | 184 |
| Number of participants with account balances | 2019-11-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-11-01 | 0 |
| Market value of plan assets | 2019-10-31 | 17,898,352 |
| Acturial value of plan assets | 2019-10-31 | 17,898,352 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-10-31 | 4,488,568 |
| Number of terminated vested participants | 2019-10-31 | 86 |
| Fundng target for terminated vested participants | 2019-10-31 | 1,181,733 |
| Active participant vested funding target | 2019-10-31 | 8,147,116 |
| Number of active participants | 2019-10-31 | 81 |
| Total funding liabilities for active participants | 2019-10-31 | 8,229,660 |
| Total participant count | 2019-10-31 | 189 |
| Total funding target for all participants | 2019-10-31 | 13,899,961 |
| Balance at beginning of prior year after applicable adjustments | 2019-10-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-10-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-10-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-10-31 | 0 |
| Amount remaining of carryover balance | 2019-10-31 | 0 |
| Amount remaining of prefunding balance | 2019-10-31 | 0 |
| Present value of excess contributions | 2019-10-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-10-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-10-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-10-31 | 0 |
| Total employer contributions | 2019-10-31 | 0 |
| Total employee contributions | 2019-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-10-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-10-31 | 457,747 |
| Net shortfall amortization installment of oustanding balance | 2019-10-31 | 0 |
| Waiver amortization installment | 2019-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-10-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2019-10-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-10-31 | 0 |
| Additional cash requirement | 2019-10-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-10-31 | 0 |
| Unpaid minimum required contributions for current year | 2019-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-10-31 | 0 |
| 2018: SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 189 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 73 |
| Number of retired or separated participants receiving benefits | 2018-11-01 | 22 |
| Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 90 |
| Total of all active and inactive participants | 2018-11-01 | 185 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-11-01 | 1 |
| Total participants | 2018-11-01 | 186 |
| Number of participants with account balances | 2018-11-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-11-01 | 0 |
| Market value of plan assets | 2018-10-31 | 19,897,283 |
| Acturial value of plan assets | 2018-10-31 | 19,897,283 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-10-31 | 4,289,687 |
| Number of terminated vested participants | 2018-10-31 | 88 |
| Fundng target for terminated vested participants | 2018-10-31 | 2,060,223 |
| Active participant vested funding target | 2018-10-31 | 6,811,114 |
| Number of active participants | 2018-10-31 | 86 |
| Total funding liabilities for active participants | 2018-10-31 | 6,811,114 |
| Total participant count | 2018-10-31 | 195 |
| Total funding target for all participants | 2018-10-31 | 13,161,024 |
| Balance at beginning of prior year after applicable adjustments | 2018-10-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-10-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-10-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-10-31 | 0 |
| Amount remaining of carryover balance | 2018-10-31 | 0 |
| Amount remaining of prefunding balance | 2018-10-31 | 0 |
| Present value of excess contributions | 2018-10-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-10-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-10-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-10-31 | 0 |
| Total employer contributions | 2018-10-31 | 0 |
| Total employee contributions | 2018-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-10-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-10-31 | 504,760 |
| Net shortfall amortization installment of oustanding balance | 2018-10-31 | 0 |
| Waiver amortization installment | 2018-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-10-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2018-10-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-10-31 | 0 |
| Additional cash requirement | 2018-10-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-10-31 | 0 |
| Unpaid minimum required contributions for current year | 2018-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-10-31 | 0 |
| 2017: SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 195 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 81 |
| Number of retired or separated participants receiving benefits | 2017-11-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 86 |
| Total of all active and inactive participants | 2017-11-01 | 188 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-11-01 | 1 |
| Total participants | 2017-11-01 | 189 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-11-01 | 0 |
| Market value of plan assets | 2017-10-31 | 15,352,390 |
| Acturial value of plan assets | 2017-10-31 | 15,352,390 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-10-31 | 2,165,613 |
| Number of terminated vested participants | 2017-10-31 | 91 |
| Fundng target for terminated vested participants | 2017-10-31 | 2,760,388 |
| Active participant vested funding target | 2017-10-31 | 7,377,706 |
| Number of active participants | 2017-10-31 | 96 |
| Total funding liabilities for active participants | 2017-10-31 | 7,377,706 |
| Total participant count | 2017-10-31 | 201 |
| Total funding target for all participants | 2017-10-31 | 12,303,707 |
| Balance at beginning of prior year after applicable adjustments | 2017-10-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-10-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-10-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-10-31 | 0 |
| Amount remaining of carryover balance | 2017-10-31 | 0 |
| Amount remaining of prefunding balance | 2017-10-31 | 0 |
| Present value of excess contributions | 2017-10-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-10-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-10-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-10-31 | 0 |
| Total employer contributions | 2017-10-31 | 3,000,000 |
| Total employee contributions | 2017-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-10-31 | 2,787,504 |
| Unpaid minimum required contributions for all prior years | 2017-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-10-31 | 651,276 |
| Net shortfall amortization installment of oustanding balance | 2017-10-31 | 0 |
| Waiver amortization installment | 2017-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-10-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2017-10-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-10-31 | 0 |
| Additional cash requirement | 2017-10-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-10-31 | 2,787,504 |
| Unpaid minimum required contributions for current year | 2017-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-10-31 | 0 |
| 2016: SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 201 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 86 |
| Number of retired or separated participants receiving benefits | 2016-11-01 | 20 |
| Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 88 |
| Total of all active and inactive participants | 2016-11-01 | 194 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-11-01 | 1 |
| Total participants | 2016-11-01 | 195 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-11-01 | 1 |
| 2015: SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 209 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 96 |
| Number of retired or separated participants receiving benefits | 2015-11-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 91 |
| Total of all active and inactive participants | 2015-11-01 | 200 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-01 | 1 |
| Total participants | 2015-11-01 | 201 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-01 | 2 |
| 2014: SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 222 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 106 |
| Number of retired or separated participants receiving benefits | 2014-11-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 90 |
| Total of all active and inactive participants | 2014-11-01 | 208 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 1 |
| Total participants | 2014-11-01 | 209 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 0 |
| 2013: SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 228 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 112 |
| Number of retired or separated participants receiving benefits | 2013-11-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 99 |
| Total of all active and inactive participants | 2013-11-01 | 222 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 0 |
| Total participants | 2013-11-01 | 222 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 0 |
| 2012: SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 227 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 122 |
| Number of retired or separated participants receiving benefits | 2012-11-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 97 |
| Total of all active and inactive participants | 2012-11-01 | 228 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 0 |
| Total participants | 2012-11-01 | 228 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
| 2011: SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 233 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 124 |
| Number of retired or separated participants receiving benefits | 2011-11-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 94 |
| Total of all active and inactive participants | 2011-11-01 | 227 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
| Total participants | 2011-11-01 | 227 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 2 |
| 2009: SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 249 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 139 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 97 |
| Total of all active and inactive participants | 2009-11-01 | 241 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 0 |
| Total participants | 2009-11-01 | 241 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 4 |
| Measure | Date | Value |
|---|
| 2023 : SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-10-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-10-31 | $0 |
| Total income from all sources (including contributions) | 2023-10-31 | $857,234 |
| Total loss/gain on sale of assets | 2023-10-31 | $0 |
| Total of all expenses incurred | 2023-10-31 | $1,547,337 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-10-31 | $1,528,567 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-10-31 | $0 |
| Value of total assets at end of year | 2023-10-31 | $16,252,580 |
| Value of total assets at beginning of year | 2023-10-31 | $16,942,683 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-10-31 | $18,770 |
| Total interest from all sources | 2023-10-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-10-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-10-31 | No |
| Was this plan covered by a fidelity bond | 2023-10-31 | Yes |
| Value of fidelity bond cover | 2023-10-31 | $8,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-10-31 | No |
| Contributions received from participants | 2023-10-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-10-31 | $0 |
| Administrative expenses (other) incurred | 2023-10-31 | $15,048 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-10-31 | No |
| Income. Non cash contributions | 2023-10-31 | $0 |
| Value of net income/loss | 2023-10-31 | $-690,103 |
| Value of net assets at end of year (total assets less liabilities) | 2023-10-31 | $16,252,580 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-10-31 | $16,942,683 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-10-31 | No |
| Investment advisory and management fees | 2023-10-31 | $3,722 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-10-31 | $16,252,580 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-10-31 | $16,942,683 |
| Net investment gain/loss from pooled separate accounts | 2023-10-31 | $857,234 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-10-31 | No |
| Contributions received in cash from employer | 2023-10-31 | $0 |
| Employer contributions (assets) at end of year | 2023-10-31 | $0 |
| Employer contributions (assets) at beginning of year | 2023-10-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-10-31 | $1,528,567 |
| Did the plan have assets held for investment | 2023-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-10-31 | Unqualified |
| Accountancy firm name | 2023-10-31 | WOLF & COMPANY |
| Accountancy firm EIN | 2023-10-31 | 042689883 |
| 2022 : SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-10-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-31 | $0 |
| Total income from all sources (including contributions) | 2022-10-31 | $-3,920,461 |
| Total loss/gain on sale of assets | 2022-10-31 | $0 |
| Total of all expenses incurred | 2022-10-31 | $3,587,049 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-10-31 | $3,571,569 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-10-31 | $0 |
| Value of total assets at end of year | 2022-10-31 | $16,942,683 |
| Value of total assets at beginning of year | 2022-10-31 | $24,450,193 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-10-31 | $15,480 |
| Total interest from all sources | 2022-10-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-10-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-10-31 | No |
| Was this plan covered by a fidelity bond | 2022-10-31 | Yes |
| Value of fidelity bond cover | 2022-10-31 | $800,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-10-31 | No |
| Contributions received from participants | 2022-10-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-10-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-10-31 | $0 |
| Administrative expenses (other) incurred | 2022-10-31 | $15,480 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-31 | No |
| Income. Non cash contributions | 2022-10-31 | $0 |
| Value of net income/loss | 2022-10-31 | $-7,507,510 |
| Value of net assets at end of year (total assets less liabilities) | 2022-10-31 | $16,942,683 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-10-31 | $24,450,193 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-10-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-10-31 | $16,942,683 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-10-31 | $24,450,193 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-10-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2022-10-31 | $-3,920,461 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-10-31 | No |
| Contributions received in cash from employer | 2022-10-31 | $0 |
| Employer contributions (assets) at end of year | 2022-10-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-10-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-10-31 | $3,571,569 |
| Did the plan have assets held for investment | 2022-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-10-31 | Unqualified |
| Accountancy firm name | 2022-10-31 | WOLF & COMPANY |
| Accountancy firm EIN | 2022-10-31 | 042689883 |
| 2021 : SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-10-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-10-31 | $0 |
| Total income from all sources (including contributions) | 2021-10-31 | $5,505,871 |
| Total loss/gain on sale of assets | 2021-10-31 | $0 |
| Total of all expenses incurred | 2021-10-31 | $1,520,717 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-10-31 | $1,505,445 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-10-31 | $0 |
| Value of total assets at end of year | 2021-10-31 | $24,450,193 |
| Value of total assets at beginning of year | 2021-10-31 | $20,465,039 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-10-31 | $15,272 |
| Total interest from all sources | 2021-10-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-10-31 | $0 |
| Was this plan covered by a fidelity bond | 2021-10-31 | Yes |
| Value of fidelity bond cover | 2021-10-31 | $800,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-10-31 | No |
| Administrative expenses (other) incurred | 2021-10-31 | $15,272 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-10-31 | No |
| Value of net income/loss | 2021-10-31 | $3,985,154 |
| Value of net assets at end of year (total assets less liabilities) | 2021-10-31 | $24,450,193 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-10-31 | $20,465,039 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-10-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-10-31 | $24,450,193 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-10-31 | $18,820,739 |
| Net investment gain/loss from pooled separate accounts | 2021-10-31 | $5,505,871 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-10-31 | No |
| Employer contributions (assets) at beginning of year | 2021-10-31 | $1,644,300 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-10-31 | $1,505,445 |
| Did the plan have assets held for investment | 2021-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-10-31 | Disclaimer |
| Accountancy firm name | 2021-10-31 | WOLF & COMPANY |
| Accountancy firm EIN | 2021-10-31 | 042689883 |
| 2020 : SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-10-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-10-31 | $0 |
| Total income from all sources (including contributions) | 2020-10-31 | $2,686,275 |
| Total loss/gain on sale of assets | 2020-10-31 | $0 |
| Total of all expenses incurred | 2020-10-31 | $1,136,479 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-10-31 | $1,136,179 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-10-31 | $1,644,300 |
| Value of total assets at end of year | 2020-10-31 | $20,465,039 |
| Value of total assets at beginning of year | 2020-10-31 | $18,915,243 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-10-31 | $300 |
| Total interest from all sources | 2020-10-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-10-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-10-31 | No |
| Was this plan covered by a fidelity bond | 2020-10-31 | Yes |
| Value of fidelity bond cover | 2020-10-31 | $8,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-10-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-10-31 | $14,880 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-10-31 | No |
| Value of net income/loss | 2020-10-31 | $1,549,796 |
| Value of net assets at end of year (total assets less liabilities) | 2020-10-31 | $20,465,039 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-10-31 | $18,915,243 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-10-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-10-31 | $18,820,739 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-10-31 | $18,915,243 |
| Net investment gain/loss from pooled separate accounts | 2020-10-31 | $1,041,975 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-10-31 | No |
| Contributions received in cash from employer | 2020-10-31 | $1,644,300 |
| Employer contributions (assets) at end of year | 2020-10-31 | $1,644,300 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-10-31 | $1,121,299 |
| Contract administrator fees | 2020-10-31 | $300 |
| Did the plan have assets held for investment | 2020-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-10-31 | Disclaimer |
| Accountancy firm name | 2020-10-31 | WOLFE & COMPANY |
| Accountancy firm EIN | 2020-10-31 | 042689883 |
| 2019 : SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-10-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-10-31 | $0 |
| Total income from all sources (including contributions) | 2019-10-31 | $1,882,622 |
| Total loss/gain on sale of assets | 2019-10-31 | $0 |
| Total of all expenses incurred | 2019-10-31 | $865,731 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-10-31 | $865,731 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-10-31 | $0 |
| Value of total assets at end of year | 2019-10-31 | $18,915,243 |
| Value of total assets at beginning of year | 2019-10-31 | $17,898,352 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-10-31 | $0 |
| Total interest from all sources | 2019-10-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-10-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-10-31 | No |
| Was this plan covered by a fidelity bond | 2019-10-31 | Yes |
| Value of fidelity bond cover | 2019-10-31 | $8,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-10-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-10-31 | $13,986 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-10-31 | No |
| Value of net income/loss | 2019-10-31 | $1,016,891 |
| Value of net assets at end of year (total assets less liabilities) | 2019-10-31 | $18,915,243 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-10-31 | $17,898,352 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-10-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-10-31 | $18,915,243 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-10-31 | $17,898,352 |
| Net investment gain/loss from pooled separate accounts | 2019-10-31 | $1,882,622 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-10-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-10-31 | $851,745 |
| Did the plan have assets held for investment | 2019-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-10-31 | Disclaimer |
| Accountancy firm name | 2019-10-31 | WOLF & CO, PC |
| Accountancy firm EIN | 2019-10-31 | 042689883 |
| 2018 : SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-10-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-10-31 | $0 |
| Total income from all sources (including contributions) | 2018-10-31 | $3,199,417 |
| Total loss/gain on sale of assets | 2018-10-31 | $0 |
| Total of all expenses incurred | 2018-10-31 | $2,239,691 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-10-31 | $2,238,191 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-10-31 | $3,002,307 |
| Value of total assets at end of year | 2018-10-31 | $17,898,352 |
| Value of total assets at beginning of year | 2018-10-31 | $16,938,626 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-10-31 | $1,500 |
| Total interest from all sources | 2018-10-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-10-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-10-31 | No |
| Was this plan covered by a fidelity bond | 2018-10-31 | Yes |
| Value of fidelity bond cover | 2018-10-31 | $8,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-10-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-10-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-10-31 | $2,307 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-10-31 | $14,110 |
| Administrative expenses (other) incurred | 2018-10-31 | $1,500 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-10-31 | No |
| Value of net income/loss | 2018-10-31 | $959,726 |
| Value of net assets at end of year (total assets less liabilities) | 2018-10-31 | $17,898,352 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-10-31 | $16,938,626 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-10-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-10-31 | $17,898,352 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-10-31 | $16,938,626 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-10-31 | $149 |
| Net investment gain/loss from pooled separate accounts | 2018-10-31 | $197,110 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-10-31 | No |
| Contributions received in cash from employer | 2018-10-31 | $3,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-10-31 | $2,223,932 |
| Did the plan have assets held for investment | 2018-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-10-31 | Disclaimer |
| Accountancy firm name | 2018-10-31 | WOLF & COMPANY, P.C. |
| Accountancy firm EIN | 2018-10-31 | 042689883 |
| 2017 : SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-10-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-10-31 | $0 |
| Total income from all sources (including contributions) | 2017-10-31 | $2,407,376 |
| Total loss/gain on sale of assets | 2017-10-31 | $0 |
| Total of all expenses incurred | 2017-10-31 | $821,140 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-10-31 | $815,640 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-10-31 | $0 |
| Value of total assets at end of year | 2017-10-31 | $16,938,626 |
| Value of total assets at beginning of year | 2017-10-31 | $15,352,390 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-10-31 | $5,500 |
| Total interest from all sources | 2017-10-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-10-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-10-31 | No |
| Was this plan covered by a fidelity bond | 2017-10-31 | Yes |
| Value of fidelity bond cover | 2017-10-31 | $8,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-10-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-10-31 | $30,234 |
| Administrative expenses (other) incurred | 2017-10-31 | $5,500 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-10-31 | No |
| Value of net income/loss | 2017-10-31 | $1,586,236 |
| Value of net assets at end of year (total assets less liabilities) | 2017-10-31 | $16,938,626 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-10-31 | $15,352,390 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-10-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-10-31 | $16,938,626 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-10-31 | $15,352,390 |
| Net investment gain/loss from pooled separate accounts | 2017-10-31 | $2,407,376 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-10-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-10-31 | $785,406 |
| Did the plan have assets held for investment | 2017-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-10-31 | Disclaimer |
| Accountancy firm name | 2017-10-31 | WOLF & COMPANY PC |
| Accountancy firm EIN | 2017-10-31 | 042689883 |
| 2016 : SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-10-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-10-31 | $0 |
| Total income from all sources (including contributions) | 2016-10-31 | $503,464 |
| Total loss/gain on sale of assets | 2016-10-31 | $0 |
| Total of all expenses incurred | 2016-10-31 | $565,627 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-10-31 | $542,927 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-10-31 | $0 |
| Value of total assets at end of year | 2016-10-31 | $15,352,390 |
| Value of total assets at beginning of year | 2016-10-31 | $15,414,553 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-10-31 | $22,700 |
| Total interest from all sources | 2016-10-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-10-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-10-31 | No |
| Was this plan covered by a fidelity bond | 2016-10-31 | Yes |
| Value of fidelity bond cover | 2016-10-31 | $8,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-10-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-10-31 | $11,913 |
| Administrative expenses (other) incurred | 2016-10-31 | $2,500 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-10-31 | No |
| Value of net income/loss | 2016-10-31 | $-62,163 |
| Value of net assets at end of year (total assets less liabilities) | 2016-10-31 | $15,352,390 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-10-31 | $15,414,553 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-10-31 | No |
| Value of interest in pooled separate accounts at end of year | 2016-10-31 | $15,352,390 |
| Value of interest in pooled separate accounts at beginning of year | 2016-10-31 | $15,414,553 |
| Value of interest in common/collective trusts at beginning of year | 2016-10-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2016-10-31 | $503,464 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-10-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-10-31 | $531,014 |
| Contract administrator fees | 2016-10-31 | $20,200 |
| Did the plan have assets held for investment | 2016-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-10-31 | Disclaimer |
| Accountancy firm name | 2016-10-31 | WOLF AND COMPANY PC |
| Accountancy firm EIN | 2016-10-31 | 042689883 |
| 2015 : SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-10-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-10-31 | $0 |
| Total income from all sources (including contributions) | 2015-10-31 | $-73,485 |
| Total loss/gain on sale of assets | 2015-10-31 | $0 |
| Total of all expenses incurred | 2015-10-31 | $247,327 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-10-31 | $247,327 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-10-31 | $0 |
| Value of total assets at end of year | 2015-10-31 | $15,414,553 |
| Value of total assets at beginning of year | 2015-10-31 | $15,735,365 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-10-31 | $0 |
| Total interest from all sources | 2015-10-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-10-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-10-31 | No |
| Was this plan covered by a fidelity bond | 2015-10-31 | Yes |
| Value of fidelity bond cover | 2015-10-31 | $8,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-10-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-10-31 | $71,193 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-10-31 | No |
| Value of net income/loss | 2015-10-31 | $-320,812 |
| Value of net assets at end of year (total assets less liabilities) | 2015-10-31 | $15,414,553 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-10-31 | $15,735,365 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-10-31 | No |
| Value of interest in pooled separate accounts at end of year | 2015-10-31 | $15,414,553 |
| Value of interest in pooled separate accounts at beginning of year | 2015-10-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2015-10-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2015-10-31 | $15,735,365 |
| Net investment gain/loss from pooled separate accounts | 2015-10-31 | $277,333 |
| Net investment gain or loss from common/collective trusts | 2015-10-31 | $-350,818 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-10-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-10-31 | $176,134 |
| Did the plan have assets held for investment | 2015-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-10-31 | Disclaimer |
| Accountancy firm name | 2015-10-31 | WOLF AND COMPANY PC |
| Accountancy firm EIN | 2015-10-31 | 042689883 |
| 2014 : SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-10-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-10-31 | $0 |
| Total income from all sources (including contributions) | 2014-10-31 | $867,663 |
| Total loss/gain on sale of assets | 2014-10-31 | $0 |
| Total of all expenses incurred | 2014-10-31 | $430,062 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-10-31 | $430,062 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-10-31 | $0 |
| Value of total assets at end of year | 2014-10-31 | $15,735,365 |
| Value of total assets at beginning of year | 2014-10-31 | $15,297,764 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-10-31 | $0 |
| Total interest from all sources | 2014-10-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-10-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-10-31 | No |
| Was this plan covered by a fidelity bond | 2014-10-31 | Yes |
| Value of fidelity bond cover | 2014-10-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-10-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-10-31 | No |
| Value of net income/loss | 2014-10-31 | $437,601 |
| Value of net assets at end of year (total assets less liabilities) | 2014-10-31 | $15,735,365 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-10-31 | $15,297,764 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-10-31 | No |
| Value of interest in common/collective trusts at end of year | 2014-10-31 | $15,735,365 |
| Value of interest in common/collective trusts at beginning of year | 2014-10-31 | $15,297,764 |
| Net investment gain or loss from common/collective trusts | 2014-10-31 | $867,663 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-10-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-10-31 | $430,062 |
| Did the plan have assets held for investment | 2014-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-10-31 | Unqualified |
| Accountancy firm name | 2014-10-31 | JOHNSON OCONNOR FERON & CARUCCI LLP |
| Accountancy firm EIN | 2014-10-31 | 203985546 |
| 2013 : SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-10-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-31 | $0 |
| Total income from all sources (including contributions) | 2013-10-31 | $2,249,388 |
| Total loss/gain on sale of assets | 2013-10-31 | $0 |
| Total of all expenses incurred | 2013-10-31 | $544,744 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-10-31 | $544,744 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-10-31 | $0 |
| Value of total assets at end of year | 2013-10-31 | $15,297,764 |
| Value of total assets at beginning of year | 2013-10-31 | $13,593,120 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-10-31 | $0 |
| Total interest from all sources | 2013-10-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-10-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-10-31 | No |
| Was this plan covered by a fidelity bond | 2013-10-31 | Yes |
| Value of fidelity bond cover | 2013-10-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-10-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-10-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
| Value of net income/loss | 2013-10-31 | $1,704,644 |
| Value of net assets at end of year (total assets less liabilities) | 2013-10-31 | $15,297,764 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-10-31 | $13,593,120 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-10-31 | No |
| Value of interest in common/collective trusts at end of year | 2013-10-31 | $15,297,764 |
| Value of interest in common/collective trusts at beginning of year | 2013-10-31 | $13,593,120 |
| Net investment gain or loss from common/collective trusts | 2013-10-31 | $2,249,388 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-10-31 | No |
| Employer contributions (assets) at beginning of year | 2013-10-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-10-31 | $544,744 |
| Did the plan have assets held for investment | 2013-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-10-31 | Unqualified |
| Accountancy firm name | 2013-10-31 | MARCUM LLP |
| Accountancy firm EIN | 2013-10-31 | 111986323 |
| 2012 : SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-10-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-10-31 | $0 |
| Total income from all sources (including contributions) | 2012-10-31 | $1,167,132 |
| Total loss/gain on sale of assets | 2012-10-31 | $0 |
| Total of all expenses incurred | 2012-10-31 | $485,638 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-10-31 | $485,638 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-10-31 | $0 |
| Value of total assets at end of year | 2012-10-31 | $13,593,120 |
| Value of total assets at beginning of year | 2012-10-31 | $12,911,626 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-10-31 | $0 |
| Total interest from all sources | 2012-10-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-10-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-10-31 | No |
| Was this plan covered by a fidelity bond | 2012-10-31 | Yes |
| Value of fidelity bond cover | 2012-10-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-10-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-10-31 | No |
| Value of net income/loss | 2012-10-31 | $681,494 |
| Value of net assets at end of year (total assets less liabilities) | 2012-10-31 | $13,593,120 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-10-31 | $12,911,626 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-10-31 | No |
| Value of interest in common/collective trusts at end of year | 2012-10-31 | $13,593,120 |
| Value of interest in common/collective trusts at beginning of year | 2012-10-31 | $12,911,626 |
| Net investment gain or loss from common/collective trusts | 2012-10-31 | $1,167,132 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-10-31 | No |
| Contributions received in cash from employer | 2012-10-31 | $0 |
| Employer contributions (assets) at end of year | 2012-10-31 | $0 |
| Employer contributions (assets) at beginning of year | 2012-10-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-10-31 | $485,638 |
| Did the plan have assets held for investment | 2012-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-10-31 | Unqualified |
| Accountancy firm name | 2012-10-31 | MARCUM LLP |
| Accountancy firm EIN | 2012-10-31 | 111986323 |
| 2011 : SBERA PENSION PLAN AS ADOPTED BY PEOPLESBANK 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-10-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-10-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-10-31 | $0 |
| Total income from all sources (including contributions) | 2011-10-31 | $463,337 |
| Total loss/gain on sale of assets | 2011-10-31 | $0 |
| Total of all expenses incurred | 2011-10-31 | $587,674 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-10-31 | $587,674 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-10-31 | $0 |
| Value of total assets at end of year | 2011-10-31 | $12,911,626 |
| Value of total assets at beginning of year | 2011-10-31 | $13,035,963 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-10-31 | $0 |
| Total interest from all sources | 2011-10-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-10-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-10-31 | No |
| Was this plan covered by a fidelity bond | 2011-10-31 | Yes |
| Value of fidelity bond cover | 2011-10-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-10-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-10-31 | No |
| Value of net income/loss | 2011-10-31 | $-124,337 |
| Value of net assets at end of year (total assets less liabilities) | 2011-10-31 | $12,911,626 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-10-31 | $13,035,963 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-10-31 | No |
| Value of interest in common/collective trusts at end of year | 2011-10-31 | $12,911,626 |
| Value of interest in common/collective trusts at beginning of year | 2011-10-31 | $13,035,963 |
| Net investment gain or loss from common/collective trusts | 2011-10-31 | $463,337 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-10-31 | No |
| Contributions received in cash from employer | 2011-10-31 | $0 |
| Employer contributions (assets) at end of year | 2011-10-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-10-31 | $587,674 |
| Did the plan have assets held for investment | 2011-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-10-31 | Unqualified |
| Accountancy firm name | 2011-10-31 | PARENT, MCLAUGHLIN & NANGLE, INC. |
| Accountancy firm EIN | 2011-10-31 | 042603383 |
