Piedmont Healthcare Employees' 401k Plan And Trust — Form 5500 plan (Piedmont Healthcare, P.A.)
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 Healthcare Employees' 401k Plan And Trust is a benefit plan reported by Piedmont Healthcare, P.A. under EIN 56-1965983 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,288 participants and $164,123,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Piedmont Healthcare, P.A.
- EIN
- 56-1965983
- Plan number
- 001
- Plan type
- 2
- Location
- Statesville, NC
- Latest filing year
- 2023
- Participants
- 1,288
- End-of-year plan assets
- $164,123,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,288 | H, C | 20241002095844NAL0008627665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $164,123,483
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $164,123,483
- Net assets (BOY)
- $143,050,677
Income & contributions
- Employer contributions
- $5,782,333
- Participant contributions
- $4,610,647
- Total contributions
- $10,689,312
- Total income / additions
- $34,812,662
Expenses & distributions
- Benefits paid
- $13,530,140
- Administrative expenses
- $202,332
- Total expenses
- $13,739,856
- Net increase / (decrease)
- $21,072,806
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $145,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $35,639 | $0 | 2023 |
| Carr, Riggs, & Ingram | AUDITOR | $18,000 | not reported in the loaded dataset | 2023 |
| Gilliam Bell Moser Llp | TPA | $11,000 | not reported in the loaded dataset | 2023 |
| Td Ameritrade, Inc. | BROKERAGE SERVICES | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Piedmont Healthcare, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Statesville, NC
- Capfinancial Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Carr, Riggs, & Ingram — Schedule C compensation
- Gilliam Bell Moser Llp — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation