2023 Form 5500 filing — Family Service Of The Piedmont, Inc. 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 20250407112119NAL0032566082001) for Family Service Of The Piedmont, Inc. Retirement Plan, reported by Family Service Of The Piedmont, Inc. under EIN 56-2061741 and plan number 002. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,513,958
Participants233
Provider compensation$18.3K3 Schedule C row(s)$18,261
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250407112119NAL0032566082001
Plan sponsor
Family Service Of The Piedmont, Inc.
EIN
56-2061741
Plan number
002
Location
Jamestown, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$527.7K
Total expenses$355.7K
Benefits paid / distributions$332.3K
Contributions
Employer$0
Participant$232.2K
Full reported line items
Total assets (EOY)
$2,513,958
Total liabilities (EOY)
$0
Net assets (EOY)
$2,513,958
Employer contributions
$0
Participant contributions
$232,248
Total income / additions
$527,738
Benefits paid
$332,302
Administrative expenses
$18,261
Total expenses
$355,667
Net increase / (decrease)
$172,071
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $13.1K
  2. 2
    RECORDKEEPER · Direct $5K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $172

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250407112119NAL0032566082001 cover?
It is the 2023 Form 5500 filing for Family Service Of The Piedmont, Inc. Retirement Plan, reported by Family Service Of The Piedmont, Inc. (EIN 56-2061741).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages