Piedmont, SC 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, SC has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $26,410,079 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$26,410,079
Total reported liabilities (EOY)
$53,199
Total reported net assets (EOY)
$26,356,880

Contributions & income

Employer contributions
$2,145,215
Participant contributions
$1,672,306
Total income / additions
$7,719,114

Expenses & distributions

Benefits paid / distributions
$2,819,160
Total expenses
$3,181,815
Net increase / (decrease)
$4,537,299

Coverage

Total reported participants
2,943
Plans with financial statements
8
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Piedmont, SC 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.

Largest loaded plans by reported assets

Largest loaded plans in Piedmont, SC
PlanSponsorReported assets (EOY)Year
The Blood Connection 401(K) PlanThe Blood Connection, Incorporated$19,281,0582023
Carolina Cove Capital Retirement PlanCarolina Cove Capital Corp$3,028,3312023
Owen Brothers / Southeastern Paperboard 401(K) Profit Sharing PlanOwen Brothers, Inc.$2,169,9882023
First Sun Management Corporation 401(K) Retirement PlanFirst Sun Management Corporation$723,1892023
Neumann Ventures, Inc. 401(K) Profit Sharing PlanNeumann Ventures, Inc.$590,4072023
Casparr, Inc. 401(K) Profit Sharing PlanCasparr, Inc.$338,1482023
Palmetto Document Systems Retirement PlanPalmetto Document Systems, Inc.$270,7452023
Bennett Equipment And Supply Co., Inc. Employee Health PlanBennett Equipment & Supply$8,2132023
The Blood Connection Welfare Benefits PlanThe Blood Connection, Incorporatednot reported in the loaded dataset2023
Roy Metal Finishing Health PlanRoy Metal Finishingnot reported in the loaded dataset2023
Roy Metal Finishing Life PlanRoy Metal Finishingnot reported in the loaded dataset2023
Eldeco, Inc. Employee Benefit PlanEldeco, Inc.not reported in the loaded dataset2023
Oppermann Webbing, Inc. Health And Welfare PlanOppermann Webbing, Inc.not reported in the loaded dataset2023

Related Form 5500 pages