Piedmont Community Charter School Retirement Plan — Form 5500 plan (Piedmont Community Charter School, 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 Community Charter School Retirement Plan is a benefit plan reported by Piedmont Community Charter School, Inc. under EIN 56-2153586 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $6,503,037 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Piedmont Community Charter School, Inc.
EIN
56-2153586
Plan number
001
Plan type
2
Location
Gastonia, NC
Latest filing year
2023
Participants
239
End-of-year plan assets
$6,503,037

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241015104921NAL0047441632001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,503,037
Total liabilities (EOY)
$0
Net assets (EOY)
$6,503,037
Net assets (BOY)
$5,043,971

Income & contributions

Employer contributions
$426,468
Participant contributions
$518,255
Total contributions
$944,723
Total income / additions
$1,852,204

Expenses & distributions

Benefits paid
$335,830
Administrative expenses
$57,308
Total expenses
$393,138
Net increase / (decrease)
$1,459,066

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorpSERVICE PROVIDER$39,678$02023
Maxus Plans SolutionsTPA$9,130not reported in the loaded dataset2023
Potter & CompanySERVICE PROVIDER$8,500not reported in the loaded dataset2023

Related Form 5500 pages