Family Service Of The Piedmont, Inc. Retirement Plan — Form 5500 plan (Family Service Of The Piedmont, 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, Family Service Of The Piedmont, Inc. Retirement Plan is a benefit plan reported by Family Service Of The Piedmont, Inc. under EIN 56-2061741 and plan number 002. The latest loaded filing year is 2023. The filing reports 233 participants and $2,513,958 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.5MPlan net assets, end of year$2,513,958
Participants233Covered participants reported
Assets / participant$10.8KComputed: assets ÷ participants$10,790 (computed)
Provider compensation$18.3K3 Schedule C provider row(s)$18,261
- Plan sponsor
- Family Service Of The Piedmont, Inc.
- EIN
- 56-2061741
- Plan number
- 002
- Plan type
- 2
- Location
- Jamestown, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20250407112119NAL0032566082001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,513,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,513,958
- Net assets (BOY)
- $2,341,887
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $232,248
- Total contributions
- $232,248
- Total income / additions
- $527,738
Expenses & distributions
- Benefits paid
- $332,302
- Administrative expenses
- $18,261
- Total expenses
- $355,667
- Net increase / (decrease)
- $172,071
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income63%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $13,125 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,964 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $172 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Family Service Of The Piedmont, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Jamestown, NC
- Mma Securities LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation