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FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 401k Plan overview

Plan NameFIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS
Plan identification number 003

FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

FIRST PERRY BANCORP, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIRST PERRY BANCORP, INC.
Employer identification number (EIN):371147224
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01DAVID R. PIRSEIN DAVID R PIRSEIN2019-07-09
0032017-01-01DAVID R. PIRSEIN DAVID R PIRSEIN2018-07-19
0032016-01-01DAVID R. PIRSEIN DAVID R PIRSEIN2017-07-14
0032015-01-01DAVID R. PIRSEIN DAVID R PIRSEIN2016-06-20
0032014-01-01DAVID R. PIRSEIN
0032013-01-01DAVID R. PIRSEIN
0032012-01-01DAVID R. PIRSEIN
0032011-01-01DAVID R. PIRSEIN
0032010-01-01DAVID PIRSEIN
0032009-01-01DAVID PIRSEIN

Plan Statistics for FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS

401k plan membership statisitcs for FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS

Measure Date Value
2023: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2023 401k membership
Total participants, beginning-of-year2023-01-0124
Total number of active participants reported on line 7a of the Form 55002023-01-0122
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-012
Total of all active and inactive participants2023-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0125
Number of participants with account balances2023-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2022 401k membership
Total participants, beginning-of-year2022-01-0126
Total number of active participants reported on line 7a of the Form 55002022-01-0118
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0122
Number of participants with account balances2022-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2021 401k membership
Total participants, beginning-of-year2021-01-0130
Total number of active participants reported on line 7a of the Form 55002021-01-0121
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0126
Number of participants with account balances2021-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2020 401k membership
Total participants, beginning-of-year2020-01-0126
Total number of active participants reported on line 7a of the Form 55002020-01-0121
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0126
Number of participants with account balances2020-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2019 401k membership
Total participants, beginning-of-year2019-01-0129
Total number of active participants reported on line 7a of the Form 55002019-01-0125
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0126
Number of participants with account balances2019-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2018 401k membership
Total participants, beginning-of-year2018-01-0128
Total number of active participants reported on line 7a of the Form 55002018-01-0127
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0129
Number of participants with account balances2018-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2017 401k membership
Total participants, beginning-of-year2017-01-0128
Total number of active participants reported on line 7a of the Form 55002017-01-0126
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0128
Number of participants with account balances2017-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2016 401k membership
Total participants, beginning-of-year2016-01-0130
Total number of active participants reported on line 7a of the Form 55002016-01-0124
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0127
Number of participants with account balances2016-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2015 401k membership
Total participants, beginning-of-year2015-01-0129
Total number of active participants reported on line 7a of the Form 55002015-01-0125
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0128
Number of participants with account balances2015-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2014 401k membership
Total participants, beginning-of-year2014-01-0129
Total number of active participants reported on line 7a of the Form 55002014-01-0125
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0126
Number of participants with account balances2014-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2013 401k membership
Total participants, beginning-of-year2013-01-0130
Total number of active participants reported on line 7a of the Form 55002013-01-0124
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0128
Number of participants with account balances2013-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2012 401k membership
Total participants, beginning-of-year2012-01-0129
Total number of active participants reported on line 7a of the Form 55002012-01-0128
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0130
Number of participants with account balances2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2011 401k membership
Total participants, beginning-of-year2011-01-0129
Total number of active participants reported on line 7a of the Form 55002011-01-0127
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0128
Number of participants with account balances2011-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2010 401k membership
Total participants, beginning-of-year2010-01-0130
Total number of active participants reported on line 7a of the Form 55002010-01-0126
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0128
Number of participants with account balances2010-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2009 401k membership
Total participants, beginning-of-year2009-01-0129
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0127
Number of participants with account balances2009-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS

Measure Date Value
2023 : FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2023 401k financial data
Total plan liabilities at end of year2023-12-31$421,200
Total plan liabilities at beginning of year2023-12-31$596,800
Total income from all sources2023-12-31$696,416
Expenses. Total of all expenses incurred2023-12-31$880,200
Benefits paid (including direct rollovers)2023-12-31$835,440
Total plan assets at end of year2023-12-31$3,930,695
Total plan assets at beginning of year2023-12-31$4,290,079
Value of fidelity bond covering the plan2023-12-31$2,050,000
Total contributions received or receivable from participants2023-12-31$73,019
Expenses. Other expenses not covered elsewhere2023-12-31$44,760
Other income received2023-12-31$341,318
Net income (gross income less expenses)2023-12-31$-183,784
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,509,495
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,693,279
Assets. Value of employer securities2023-12-31$1,949,514
Total contributions received or receivable from employer(s)2023-12-31$282,079
2022 : FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2022 401k financial data
Total plan liabilities at end of year2022-12-31$596,800
Total plan liabilities at beginning of year2022-12-31$424,673
Total income from all sources2022-12-31$-478,101
Expenses. Total of all expenses incurred2022-12-31$3,464,614
Benefits paid (including direct rollovers)2022-12-31$3,440,952
Total plan assets at end of year2022-12-31$4,290,079
Total plan assets at beginning of year2022-12-31$8,060,667
Value of fidelity bond covering the plan2022-12-31$2,050,000
Total contributions received or receivable from participants2022-12-31$74,511
Expenses. Other expenses not covered elsewhere2022-12-31$19,462
Other income received2022-12-31$-807,658
Net income (gross income less expenses)2022-12-31$-3,942,715
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,693,279
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,635,994
Assets. Value of employer securities2022-12-31$2,269,905
Total contributions received or receivable from employer(s)2022-12-31$255,046
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4,200
2021 : FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2021 401k financial data
Total plan liabilities at end of year2021-12-31$424,673
Total plan liabilities at beginning of year2021-12-31$964
Total income from all sources2021-12-31$989,630
Expenses. Total of all expenses incurred2021-12-31$1,025,274
Benefits paid (including direct rollovers)2021-12-31$1,014,326
Total plan assets at end of year2021-12-31$8,060,667
Total plan assets at beginning of year2021-12-31$7,672,602
Value of fidelity bond covering the plan2021-12-31$2,050,000
Total contributions received or receivable from participants2021-12-31$79,531
Expenses. Other expenses not covered elsewhere2021-12-31$10,888
Other income received2021-12-31$705,215
Net income (gross income less expenses)2021-12-31$-35,644
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,635,994
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$7,671,638
Assets. Value of employer securities2021-12-31$4,150,316
Total contributions received or receivable from employer(s)2021-12-31$204,884
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2020 401k financial data
Total plan liabilities at end of year2020-12-31$964
Total plan liabilities at beginning of year2020-12-31$3,243
Total income from all sources2020-12-31$783,342
Expenses. Total of all expenses incurred2020-12-31$889,463
Benefits paid (including direct rollovers)2020-12-31$888,499
Total plan assets at end of year2020-12-31$7,672,602
Total plan assets at beginning of year2020-12-31$7,781,002
Value of fidelity bond covering the plan2020-12-31$2,050,000
Total contributions received or receivable from participants2020-12-31$81,053
Other income received2020-12-31$508,117
Net income (gross income less expenses)2020-12-31$-106,121
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,671,638
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$7,777,759
Assets. Value of employer securities2020-12-31$3,906,180
Total contributions received or receivable from employer(s)2020-12-31$194,172
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$964
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2019 401k financial data
Total plan liabilities at end of year2019-12-31$3,243
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,401,470
Expenses. Total of all expenses incurred2019-12-31$521,349
Benefits paid (including direct rollovers)2019-12-31$515,073
Total plan assets at end of year2019-12-31$7,781,002
Total plan assets at beginning of year2019-12-31$6,897,638
Value of fidelity bond covering the plan2019-12-31$2,050,000
Total contributions received or receivable from participants2019-12-31$81,633
Expenses. Other expenses not covered elsewhere2019-12-31$6,276
Contributions received from other sources (not participants or employers)2019-12-31$275
Other income received2019-12-31$1,112,751
Noncash contributions received2019-12-31$390
Net income (gross income less expenses)2019-12-31$880,121
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,777,759
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,897,638
Assets. Value of employer securities2019-12-31$3,694,198
Total contributions received or receivable from employer(s)2019-12-31$206,421
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$999
Total income from all sources2018-12-31$143,494
Expenses. Total of all expenses incurred2018-12-31$126,945
Benefits paid (including direct rollovers)2018-12-31$126,945
Total plan assets at end of year2018-12-31$6,897,638
Total plan assets at beginning of year2018-12-31$6,882,088
Value of fidelity bond covering the plan2018-12-31$2,050,000
Total contributions received or receivable from participants2018-12-31$85,257
Other income received2018-12-31$-124,817
Net income (gross income less expenses)2018-12-31$16,549
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,897,638
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,881,089
Assets. Value of employer securities2018-12-31$3,384,992
Total contributions received or receivable from employer(s)2018-12-31$183,054
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2017 401k financial data
Total plan liabilities at end of year2017-12-31$999
Total plan liabilities at beginning of year2017-12-31$80,042
Total income from all sources2017-12-31$1,195,981
Expenses. Total of all expenses incurred2017-12-31$9,071
Benefits paid (including direct rollovers)2017-12-31$6,687
Total plan assets at end of year2017-12-31$6,882,088
Total plan assets at beginning of year2017-12-31$5,774,221
Value of fidelity bond covering the plan2017-12-31$2,050,000
Total contributions received or receivable from participants2017-12-31$84,451
Expenses. Other expenses not covered elsewhere2017-12-31$2,384
Other income received2017-12-31$938,760
Net income (gross income less expenses)2017-12-31$1,186,910
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,881,089
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,694,179
Assets. Value of employer securities2017-12-31$3,368,718
Total contributions received or receivable from employer(s)2017-12-31$172,770
2016 : FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2016 401k financial data
Total plan liabilities at end of year2016-12-31$80,042
Total plan liabilities at beginning of year2016-12-31$79,995
Total income from all sources2016-12-31$608,063
Expenses. Total of all expenses incurred2016-12-31$176,035
Benefits paid (including direct rollovers)2016-12-31$173,294
Total plan assets at end of year2016-12-31$5,774,221
Total plan assets at beginning of year2016-12-31$5,342,146
Value of fidelity bond covering the plan2016-12-31$2,050,000
Total contributions received or receivable from participants2016-12-31$79,939
Noncash contributions received2016-12-31$358,352
Net income (gross income less expenses)2016-12-31$432,028
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,694,179
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,262,151
Assets. Value of employer securities2016-12-31$2,905,327
Total contributions received or receivable from employer(s)2016-12-31$169,772
Value of corrective distributions2016-12-31$2,741
2015 : FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2015 401k financial data
Total plan liabilities at end of year2015-12-31$79,995
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$534,192
Expenses. Total of all expenses incurred2015-12-31$209,569
Benefits paid (including direct rollovers)2015-12-31$207,415
Total plan assets at end of year2015-12-31$5,342,146
Total plan assets at beginning of year2015-12-31$4,937,528
Value of fidelity bond covering the plan2015-12-31$2,050,000
Total contributions received or receivable from participants2015-12-31$83,168
Expenses. Other expenses not covered elsewhere2015-12-31$2,154
Other income received2015-12-31$278,211
Net income (gross income less expenses)2015-12-31$324,623
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,262,151
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,937,528
Assets. Value of employer securities2015-12-31$2,747,748
Total contributions received or receivable from employer(s)2015-12-31$172,813
2014 : FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$551,131
Expenses. Total of all expenses incurred2014-12-31$19,465
Benefits paid (including direct rollovers)2014-12-31$19,465
Total plan assets at end of year2014-12-31$4,937,528
Total plan assets at beginning of year2014-12-31$4,405,862
Value of fidelity bond covering the plan2014-12-31$2,050,000
Total contributions received or receivable from participants2014-12-31$80,667
Other income received2014-12-31$320,312
Net income (gross income less expenses)2014-12-31$531,666
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,937,528
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,405,862
Assets. Value of employer securities2014-12-31$2,340,925
Total contributions received or receivable from employer(s)2014-12-31$150,152
2013 : FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$703,444
Expenses. Total of all expenses incurred2013-12-31$178,172
Benefits paid (including direct rollovers)2013-12-31$177,817
Total plan assets at end of year2013-12-31$4,405,862
Total plan assets at beginning of year2013-12-31$3,880,590
Value of fidelity bond covering the plan2013-12-31$2,050,000
Total contributions received or receivable from participants2013-12-31$79,204
Expenses. Other expenses not covered elsewhere2013-12-31$355
Other income received2013-12-31$467,088
Net income (gross income less expenses)2013-12-31$525,272
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,405,862
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,880,590
Assets. Value of employer securities2013-12-31$2,129,158
Total contributions received or receivable from employer(s)2013-12-31$157,152
2012 : FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$597,925
Expenses. Total of all expenses incurred2012-12-31$228,079
Benefits paid (including direct rollovers)2012-12-31$225,844
Total plan assets at end of year2012-12-31$3,880,590
Total plan assets at beginning of year2012-12-31$3,510,744
Value of fidelity bond covering the plan2012-12-31$2,050,000
Total contributions received or receivable from participants2012-12-31$78,517
Expenses. Other expenses not covered elsewhere2012-12-31$2,235
Other income received2012-12-31$352,785
Net income (gross income less expenses)2012-12-31$369,846
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,880,590
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,510,744
Assets. Value of employer securities2012-12-31$2,087,948
Total contributions received or receivable from employer(s)2012-12-31$166,623
2011 : FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$135,000
Total income from all sources2011-12-31$486,736
Expenses. Total of all expenses incurred2011-12-31$103,532
Benefits paid (including direct rollovers)2011-12-31$99,145
Total plan assets at end of year2011-12-31$3,510,744
Total plan assets at beginning of year2011-12-31$3,262,540
Value of fidelity bond covering the plan2011-12-31$2,050,000
Total contributions received or receivable from participants2011-12-31$74,610
Expenses. Other expenses not covered elsewhere2011-12-31$4,387
Contributions received from other sources (not participants or employers)2011-12-31$41,298
Other income received2011-12-31$194,998
Net income (gross income less expenses)2011-12-31$383,204
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,510,744
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,127,540
Assets. Value of employer securities2011-12-31$1,978,056
Total contributions received or receivable from employer(s)2011-12-31$175,830
2010 : FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2010 401k financial data
Total plan liabilities at end of year2010-12-31$135,000
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$663,492
Expenses. Total of all expenses incurred2010-12-31$564,020
Benefits paid (including direct rollovers)2010-12-31$559,808
Total plan assets at end of year2010-12-31$3,262,540
Total plan assets at beginning of year2010-12-31$3,028,068
Value of fidelity bond covering the plan2010-12-31$2,050,000
Total contributions received or receivable from participants2010-12-31$70,556
Expenses. Other expenses not covered elsewhere2010-12-31$4,212
Other income received2010-12-31$430,615
Net income (gross income less expenses)2010-12-31$99,472
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,127,540
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,028,068
Assets. Value of employer securities2010-12-31$1,813,218
Total contributions received or receivable from employer(s)2010-12-31$162,321
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$49,989

Form 5500 Responses for FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS

2023: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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 filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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 - TrustYes
2011: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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 - TrustYes
2010: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FIRST PERRY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN W/401(K) PROVISIONS 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT AMERICAN LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93661 )
Policy contract numberA001155
Policy instance 1
Insurance contract or identification numberA001155
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,171
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,171
Insurance broker organization code?3
Insurance broker nameCHAD M RUSHING

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