Original filing (PDF)20240730094640NAL0019828433001

THE PEOPLES SAVINGS BANK

Name: THE PEOPLES SAVINGS BANK — THE PEOPLES SAVINGS BANK PENSION PLAN, Form 5500 (2023)
Creator: THE PEOPLES SAVINGS BANK

Form 5500-SF

FILING_RECEIVED

THE PEOPLES SAVINGS BANK PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PEOPLES SAVINGS BANK.

Plan sponsor

Name

THE PEOPLES SAVINGS BANK

EIN

34-4327700

Address

10 MONUMENT SQUARE · URBANA, OH · 43078

Phone

(937) 653-1600

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-04-30

Filed

2024-07-30

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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