Piedmont Access To Health Services, Inc. 403(B) Plan — Form 5500 plan (Piedmont Access To Health Services, Inc.)

Plain-English plan 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, Piedmont Access To Health Services, Inc. 403(B) Plan is a benefit plan reported by Piedmont Access To Health Services, Inc. under EIN 54-2026502 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $6,836,937 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Piedmont Access To Health Services, Inc.
EIN
54-2026502
Plan number
001
Plan type
2
Location
Danville, VA
Latest filing year
2023
Participants
326
End-of-year plan assets
$6,836,937

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023326H, C20240723063118NAL0011358721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,836,937
Total liabilities (EOY)
$0
Net assets (EOY)
$6,836,937
Net assets (BOY)
$4,735,356

Income & contributions

Employer contributions
$380,474
Participant contributions
$917,731
Total contributions
$1,307,488
Total income / additions
$2,361,580

Expenses & distributions

Benefits paid
$195,621
Administrative expenses
$54,110
Total expenses
$259,999
Net increase / (decrease)
$2,101,581

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Citizens Bank And Trust CompaINVESTMENT ADVISORY$33,929$82023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$20,177$02023

Related Form 5500 pages