Plan5500

Piedmont, MO Form 5500 retirement and benefit plan filings

City Form 5500 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, MO has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $117,014 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Piedmont

  • 3 loaded plans hold $117K in reported assets across 3 sponsors.
  • The largest, A Squared Adventure Inc. Retirement Plan, holds 87% of reported Piedmont plan assets.
  • Plans cover 137 participants — about 46 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$117KSummed across loaded plans$117,014
Total reported assets$117K$117,014
Total reported participants137
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$117K total assets
Net assets$117KLiabilities—
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)-$2.4K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Piedmont, MO plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Piedmont market comparison

Largest plan share of assets87%A Squared Adventure Inc. Retirement Plan
Participants per plan46Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Piedmont

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    A Squared Adventure Inc. Retirement Plan$102K
    A Squared Adventure Inc. · 2023
  2. 2
    Bluff View Marina, Inc. Profit Sharing Plan$15K
    Bluff View Marina, Inc. · 2023
  3. 3
    Peoples Community Bank Benefit Plannot reported in the loaded dataset
    Peoples Community Bank · 2023

Largest plans in Piedmont → · Piedmont plans by participants → · Piedmont plans with financial data → · Piedmont plans with provider compensation → · $1B+ plans in Piedmont →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Piedmont, MO?
3 plan(s) reported by 3 sponsor(s) are loaded for Piedmont, MO.

Related Form 5500 pages