How big is Peoples Exchange Bank's plan?

Peoples Exchange Bank's plan reported $2.9M in assets and 23 participants for 2024.

Original filing (PDF)20251015131823NAL0002471459001

Peoples Exchange Bank

Name: Peoples Exchange Bank — Peoples Exchange Bank Profit, Form 5500 (2024)
Creator: Peoples Exchange Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peoples Exchange Bank Profit Sharing Plan

401(k) retirement plan · Peoples Exchange Bank's Peoples Exchange Bank Profit Sharing Plan held $2.9M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Harvey J. Gaston, Jr. signed Peoples Exchange Bank's 2024 Form 5500 as plan administrator.

Harvey J. Gaston, Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Peoples Exchange Bank's EIN is 63-0162450.

EIN 63-0162450

Plan number 001

Plan year 2024

ACK ID 20251015131823NAL0002471459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peoples Exchange Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peoples Exchange Bank's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEOPLES EXCHANGE BANK.

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score