Piedmont University Tax Deferred Retirement Annuity P — Form 5500 plan (Piedmont University)
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 University Tax Deferred Retirement Annuity P is a benefit plan reported by Piedmont University under EIN 58-0566212 and plan number 001. The latest loaded filing year is 2023. The filing reports 741 participants and $43,200,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Piedmont University
- EIN
- 58-0566212
- Plan number
- 001
- Plan type
- 2
- Location
- Demorest, GA
- Latest filing year
- 2023
- Participants
- 741
- End-of-year plan assets
- $43,200,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 741 | H, C | 20240701063558NAL0003593745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,200,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,200,338
- Net assets (BOY)
- $39,846,517
Income & contributions
- Employer contributions
- $556,179
- Participant contributions
- $1,056,012
- Total contributions
- $1,801,867
- Total income / additions
- $7,399,381
Expenses & distributions
- Benefits paid
- $3,896,950
- Administrative expenses
- $154,739
- Total expenses
- $4,051,689
- Net increase / (decrease)
- $3,347,692
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Teachers Ins And Annuity Assoc. | RECORDKEEPER | $29,692 | $0 | 2023 |
| Sageview Advisory Group | ADVISOR | $11,570 | not reported in the loaded dataset | 2023 |
| Planchec(K) Cpas | CPA | $10,500 | not reported in the loaded dataset | 2023 |