2023 Form 5500 filing — Piedmont Healthcare Employees' 401k Plan And Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002095844NAL0008627665001) for Piedmont Healthcare Employees' 401k Plan And Trust, reported by Piedmont Healthcare, P.A. under EIN 56-1965983 and plan number 001. It reports 1,288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002095844NAL0008627665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Piedmont Healthcare, P.A.
- EIN
- 56-1965983
- Plan number
- 001
- Location
- Statesville, NC
- Participants
- 1,288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $164,123,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $164,123,483
- Employer contributions
- $5,782,333
- Participant contributions
- $4,610,647
- Total income / additions
- $34,812,662
- Benefits paid
- $13,530,140
- Administrative expenses
- $202,332
- Total expenses
- $13,739,856
- Net increase / (decrease)
- $21,072,806
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $145,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $35,639 | $0 |
| Carr, Riggs, & Ingram | AUDITOR | $18,000 | not reported in the loaded dataset |
| Gilliam Bell Moser Llp | TPA | $11,000 | not reported in the loaded dataset |
| Td Ameritrade, Inc. | BROKERAGE SERVICES | $0 | $0 |