Original filing (PDF)20250213153832NAL0039872816001

THE PEOPLES EXCHANGE BANK

Name: THE PEOPLES EXCHANGE BANK — THE PEOPLES EXCHANGE BANK 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE PEOPLES EXCHANGE BANK

Form 5500-SF

FILING_RECEIVED

THE PEOPLES EXCHANGE BANK 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

Plan health score

/ 100

Grade B

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

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

Plan sponsor

Name

THE PEOPLES EXCHANGE BANK

EIN

61-0305975

Address

101 N MAIN ST · WINCHESTER, KY · 403912607

Phone

(606) 464-3631

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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