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PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NamePEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST
Plan identification number 001

PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PEOPLES BANCORP INC. has sponsored the creation of one or more 401k plans.

Company Name:PEOPLES BANCORP INC.
Employer identification number (EIN):310987416
NAIC Classification:551111
NAIC Description:Offices of Bank Holding Companies

Additional information about PEOPLES BANCORP INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1992-12-29
Company Identification Number: 834364
Legal Registered Office Address: 138 PUTNAM STREET
-
MARIETTA
United States of America (USA)
45750

More information about PEOPLES BANCORP INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01TONYA STEELE
0012022-01-01
0012022-01-01TONYA STEELE
0012021-01-01
0012021-01-01TONYA STEELE
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TONYA STEELE
0012016-01-01MATTHEW EDGELL
0012015-01-01MATTHEW EDGELL
0012014-01-01MATTHEW EDGELL
0012013-01-01TYLER WILCOX
0012012-01-01TYLER WILCOX
0012011-01-01TYLER WILCOX
0012009-01-01CAROL SCHNEEBERGER CAROL SCHNEEBERGER2010-10-11
0012009-01-01CAROL SCHNEEBERGER CAROL SCHNEEBERGER2010-10-14

Financial Data on PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST

Measure Date Value
2023 : PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-09-30$-1,020,328
Total unrealized appreciation/depreciation of assets2023-09-30$-1,020,328
Total transfer of assets from this plan2023-09-30$472,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total income from all sources (including contributions)2023-09-30$663,135
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$9,361,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$9,022,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$0
Value of total assets at end of year2023-09-30$0
Value of total assets at beginning of year2023-09-30$9,171,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$339,206
Total interest from all sources2023-09-30$161,177
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$41,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-09-30$1,117,187
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$41,116
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-09-30$1,126,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-09-30$81
Administrative expenses (other) incurred2023-09-30$17,640
Total non interest bearing cash at end of year2023-09-30$0
Total non interest bearing cash at beginning of year2023-09-30$3,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$-8,698,695
Value of net assets at end of year (total assets less liabilities)2023-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$9,171,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$8,796,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-09-30$371,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-09-30$371,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-09-30$161,177
Expenses. Payments to insurance carriers foe the provision of benefits2023-09-30$2,847,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$1,481,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30Yes
Was there a failure to transmit to the plan any participant contributions2023-09-30No
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$5,049,361
Did the plan have assets held for investment2023-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30Yes
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30S.R. SNODGRASS, P.C.
Accountancy firm EIN2023-09-30251616561
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$-1,020,328
Total unrealized appreciation/depreciation of assets2023-01-01$-1,020,328
Total transfer of assets from this plan2023-01-01$472,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$663,135
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$9,361,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$9,022,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$0
Value of total assets at beginning of year2023-01-01$9,171,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$339,206
Total interest from all sources2023-01-01$161,177
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$41,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-01-01$1,117,187
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$41,116
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$5,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$1,126,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$81
Administrative expenses (other) incurred2023-01-01$17,640
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$3,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-8,698,695
Value of net assets at end of year (total assets less liabilities)2023-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$9,171,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$8,796,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$161,177
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$2,847,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,481,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$5,049,361
Did the plan have assets held for investment2023-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01Yes
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01S.R. SNODGRASS, P.C.
Accountancy firm EIN2023-01-01251616561
2022 : PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,050,475
Total unrealized appreciation/depreciation of assets2022-12-31$-2,050,475
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,717,051
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$824,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$802,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,416
Value of total assets at end of year2022-12-31$9,171,128
Value of total assets at beginning of year2022-12-31$11,712,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,088
Total interest from all sources2022-12-31$5,147
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$265,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$265,081
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$81
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,138
Administrative expenses (other) incurred2022-12-31$22,088
Total non interest bearing cash at end of year2022-12-31$3,849
Total non interest bearing cash at beginning of year2022-12-31$3,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,541,728
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,171,128
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,712,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,796,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,427,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$371,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$281,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$281,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$60,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$802,589
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$-2,050,475
Total unrealized appreciation/depreciation of assets2022-01-01$-2,050,475
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,717,051
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$824,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$802,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,416
Value of total assets at end of year2022-01-01$9,171,128
Value of total assets at beginning of year2022-01-01$11,712,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$22,088
Total interest from all sources2022-01-01$5,147
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$265,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$265,081
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$81
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$1,138
Administrative expenses (other) incurred2022-01-01$22,088
Total non interest bearing cash at end of year2022-01-01$3,849
Total non interest bearing cash at beginning of year2022-01-01$3,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,541,728
Value of net assets at end of year (total assets less liabilities)2022-01-01$9,171,128
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$11,712,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$8,796,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$11,427,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$371,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$5,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$60,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$2,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$802,589
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01FORVIS, LLP
Accountancy firm EIN2022-01-01440160260
2021 : PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$327,921
Total unrealized appreciation/depreciation of assets2021-12-31$327,921
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,622,055
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$761,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$738,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$11,712,856
Value of total assets at beginning of year2021-12-31$10,851,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,360
Total interest from all sources2021-12-31$22
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$357,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$357,276
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$8,714
Administrative expenses (other) incurred2021-12-31$22,360
Total non interest bearing cash at end of year2021-12-31$3,377
Total non interest bearing cash at beginning of year2021-12-31$2,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$860,944
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,712,856
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,851,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,427,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,691,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$281,052
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$148,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$148,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$936,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$738,751
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$592,315
Total unrealized appreciation/depreciation of assets2020-12-31$592,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,400,987
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,414,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,391,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$10,851,912
Value of total assets at beginning of year2020-12-31$11,865,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,742
Total interest from all sources2020-12-31$1,038
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$232,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$232,315
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$8,714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,180
Administrative expenses (other) incurred2020-12-31$22,742
Total non interest bearing cash at end of year2020-12-31$2,756
Total non interest bearing cash at beginning of year2020-12-31$2,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,013,622
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,851,912
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,865,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,691,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,606,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$148,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$254,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$254,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$575,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,391,867
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,741,571
Total unrealized appreciation/depreciation of assets2019-12-31$1,741,571
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,140,263
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$508,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$460,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$11,865,534
Value of total assets at beginning of year2019-12-31$10,233,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,206
Total interest from all sources2019-12-31$7,528
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$233,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$233,157
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,180
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$57,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$47,206
Total non interest bearing cash at end of year2019-12-31$2,484
Total non interest bearing cash at beginning of year2019-12-31$5,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,632,176
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,865,534
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,233,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,606,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,495,956
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$254,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$673,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$673,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,528
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$158,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$460,881
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$56,543
Total unrealized appreciation/depreciation of assets2018-12-31$56,543
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-530,497
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$923,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$900,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$10,233,358
Value of total assets at beginning of year2018-12-31$11,687,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,532
Total interest from all sources2018-12-31$12,623
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$352,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$352,752
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$57,679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$23,532
Total non interest bearing cash at end of year2018-12-31$5,756
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,454,360
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,233,358
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,687,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,495,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,378,733
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$673,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$112,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$112,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$12,623
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-952,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$3,195,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$900,331
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-10,736
Total unrealized appreciation/depreciation of assets2017-12-31$-10,736
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,036,672
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$930,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$793,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,760,000
Value of total assets at end of year2017-12-31$11,687,718
Value of total assets at beginning of year2017-12-31$7,581,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$136,522
Total interest from all sources2017-12-31$823
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$202,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$202,108
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$11,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$136,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,106,228
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,687,718
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,581,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,378,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,348,301
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$112,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$221,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$221,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$823
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,084,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$3,760,000
Employer contributions (assets) at end of year2017-12-31$3,195,000
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$793,922
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,077,996
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,077,996
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$10,974
Total unrealized appreciation/depreciation of assets2016-12-31$10,974
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$996,559
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$539,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$427,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$480,000
Value of total assets at end of year2016-12-31$7,581,490
Value of total assets at beginning of year2016-12-31$7,124,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$111,592
Total interest from all sources2016-12-31$827
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$161,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$161,015
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$11,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$111,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$457,054
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,581,490
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,124,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,348,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,770,132
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$221,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$353,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$353,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$827
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$343,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$480,000
Income. Dividends from common stock2016-12-31$112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$427,913
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$727,174
Aggregate carrying amount (costs) on sale of assets2016-12-31$727,174
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,196
Total unrealized appreciation/depreciation of assets2015-12-31$-1,196
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$181,311
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,316,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,228,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$185,000
Value of total assets at end of year2015-12-31$7,124,436
Value of total assets at beginning of year2015-12-31$8,259,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$87,411
Total interest from all sources2015-12-31$45
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$224,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$224,023
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$87,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,135,073
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,124,436
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,259,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,770,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,884,380
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$353,406
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$373,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$373,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$45
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-226,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$185,000
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,228,973
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,253,391
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,253,391
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-29,590
Total unrealized appreciation/depreciation of assets2014-12-31$-29,590
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$628,950
Total loss/gain on sale of assets2014-12-31$9,113
Total of all expenses incurred2014-12-31$3,656,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,596,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$8,259,509
Value of total assets at beginning of year2014-12-31$11,287,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$59,745
Total interest from all sources2014-12-31$19,227
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$281,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$281,632
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$20,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$59,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,027,673
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,259,509
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,287,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,884,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,763,525
Income. Interest from US Government securities2014-12-31$9,217
Income. Interest from corporate debt instruments2014-12-31$9,979
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$373,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$399,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$399,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$31
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$746,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$348,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,596,878
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$356,838
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$5,133,910
Aggregate carrying amount (costs) on sale of assets2014-12-31$5,124,797
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-21,827
Total unrealized appreciation/depreciation of assets2013-12-31$-21,827
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,121,645
Total loss/gain on sale of assets2013-12-31$-442
Total of all expenses incurred2013-12-31$852,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$806,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$11,287,182
Value of total assets at beginning of year2013-12-31$10,017,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$45,618
Total interest from all sources2013-12-31$32,259
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$356,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$356,259
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$20,218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$20,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$45,618
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,269,216
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,287,182
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,017,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,763,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,144,185
Income. Interest from US Government securities2013-12-31$22,994
Income. Interest from corporate debt instruments2013-12-31$9,203
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$399,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$400,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$400,972
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$62
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$746,624
Asset value of US Government securities at beginning of year2013-12-31$1,089,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,755,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from common stock2013-12-31$22
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$806,811
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$356,838
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$362,873
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$3,445,997
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,446,439
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-43,272
Total unrealized appreciation/depreciation of assets2012-12-31$-43,272
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,309,129
Total loss/gain on sale of assets2012-12-31$61,846
Total of all expenses incurred2012-12-31$1,700,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,661,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$10,017,966
Value of total assets at beginning of year2012-12-31$10,409,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$39,026
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$40,067
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$231,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$228,371
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$20,542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$13,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$39,026
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$-391,367
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,017,966
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,409,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,144,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,261,908
Income. Interest from US Government securities2012-12-31$24,183
Income. Interest from corporate debt instruments2012-12-31$15,794
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$400,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$496,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$496,893
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$90
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$663,811
Asset value of US Government securities at end of year2012-12-31$1,089,394
Asset value of US Government securities at beginning of year2012-12-31$866,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,019,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from common stock2012-12-31$2,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$997,659
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$362,873
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$470,718
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$299,835
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$3,481,203
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,419,357
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$9,674
Total unrealized appreciation/depreciation of assets2011-12-31$9,674
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$-246,913
Total loss/gain on sale of assets2011-12-31$26,188
Total of all expenses incurred2011-12-31$1,914,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,894,908
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$10,409,333
Value of total assets at beginning of year2011-12-31$12,570,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,465
Total interest from all sources2011-12-31$39,623
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$245,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$239,626
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$13,714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$170,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$19,465
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-2,161,286
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,409,333
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,570,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,261,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,621,617
Income. Interest from US Government securities2011-12-31$18,562
Income. Interest from corporate debt instruments2011-12-31$20,771
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$496,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$208,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$208,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$290
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$666,827
Asset value of US Government securities at end of year2011-12-31$866,265
Asset value of US Government securities at beginning of year2011-12-31$634,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-568,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from common stock2011-12-31$6,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,228,081
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$470,718
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$598,044
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$299,835
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$338,323
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$5,067,770
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,041,582
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,246,995
Total unrealized appreciation/depreciation of assets2010-12-31$1,246,995
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$47
Total income from all sources (including contributions)2010-12-31$1,539,447
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$869,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$848,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$12,570,619
Value of total assets at beginning of year2010-12-31$11,901,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,108
Total interest from all sources2010-12-31$60,876
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$231,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$224,074
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$170,309
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$12,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$47
Administrative expenses (other) incurred2010-12-31$21,108
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$669,485
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,570,619
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,901,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,621,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,614,822
Interest earned on other investments2010-12-31$16,818
Income. Interest from US Government securities2010-12-31$8,917
Income. Interest from corporate debt instruments2010-12-31$26,572
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$152,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$208,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$587,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$587,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,569
Asset value of US Government securities at end of year2010-12-31$634,062
Asset value of US Government securities at beginning of year2010-12-31$867,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from common stock2010-12-31$7,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$848,854
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$598,044
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$344,193
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$338,323
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$322,157
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST

2023: PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PEOPLES BANCORP INC. RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSPG-16369
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSPG-16369
Policy instance 1

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