2023 Form 5500 filing — Piedmont Triad Anesthesia Retirement Plan
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 20241015121219NAL0014588323001) for Piedmont Triad Anesthesia Retirement Plan, reported by Piedmont Triad Anesthesia Pa under EIN 20-1394536 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121219NAL0014588323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Piedmont Triad Anesthesia Pa
- EIN
- 20-1394536
- Plan number
- 001
- Location
- Winston Salem, NC
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,012,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,012,632
- Employer contributions
- $1,642,945
- Participant contributions
- $1,091,469
- Total income / additions
- $8,935,020
- Benefits paid
- $9,124,105
- Administrative expenses
- $83,875
- Total expenses
- $9,207,980
- Net increase / (decrease)
- -$272,960
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,875 | $0 |
| Cri Cpas And Advisors | ACCOUNTANT | $18,000 | not reported in the loaded dataset |
| Wells Fargo Advisors Fin Network | OTHER SERVICES | $0 | $7,552 |
| Wells Fargo Clearing Services LLC | OTHER SERVICES | $0 | $6,519 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |