Peoples Security Bank & Trust 401(k) match, vesting and fees
What Peoples Security Bank & Trust's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Conrad Siegel | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Peoples Security Bank & Trust: employer contribution per participant | $2,657 | |
| Peer median | $2,935 |
| Peoples Security Bank & Trust: average balance | $78,666 | |
| Peer median | $92,770 |
| Peoples Security Bank & Trust: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $48.3M at the end of plan year 2021 to $52.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 674 | $52.6M | $1.8M | $2,657 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 500 | $46.7M | $2M | $4,115 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 522 | $41.1M | $1.3M | $2,496 | 0.28% | Not published | Form 5500 ↗ |
| 2021 | 489 | $48.3M | $1.2M | $2,602 | 0.26% | Not published | Form 5500 ↗ |
Other Peoples Security Bank & Trust plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Penn Security Bank and Trust Company Employees' Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Peoples Security Bank & Trust Co. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Peoples Security Bank & Trust match 401(k) contributions?
The match terms for the Peoples Security Bank 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $2,657 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Peoples Security Bank & Trust 401(k) match vested?
The vesting schedule for the Peoples Security Bank 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Peoples Security Bank & Trust 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Conrad Siegel. The plan administrator is Peoples Security Bank & Trust Company.
I left Peoples Security Bank & Trust. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Peoples Security Bank & Trust Company, (570) 346-7741) or the recordkeeper, Conrad Siegel. The Peoples Security Bank & Trust old 401(k) page lists the contacts from every plan filing. Find an old Peoples Security Bank & Trust 401(k)
Data from the public Form 5500 annual reports Peoples Security Bank & Trust filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Peoples Security Bank & Trust. Not financial advice. Report a correction · Methodology