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Form 5500 · Retirement plan · FRANKLIN, WV

PENDLETON COMMUNITY BANK

The filing calls this plan PENDLETON COMMUNITY BANK RETIREMENT PLAN.

PENDLETON COMMUNITY BANK of FRANKLIN, WV's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 55-0251555 · plan 002 · plan year 2024, filed Jul 30, 2025

Participants at the start of the year
180
Contracts on file
1
Disclosed commissions
$821
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY.

$821 in agent commissions is disclosed across the contracts; CONCOURSE FINANCIAL GROUP SECURITIE is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC0December—$821

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
PENDLETON COMMUNITY BANK
EIN 55-0251555
BENEFIT PLANS SERVICES, INC.
Contract administrator · EIN 55-0578023
$660
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$14,286,355
Paid out in benefits
$317,997
Participants at the start of the year
180
Participants with account balances
175

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 54-0504608
BROWN, EDWARDS & COMPANY, L.L.P.
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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