Piedmont Advantage Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Advantage Credit Union (EIN 56-6048494) is a plan sponsor located in Winston Salem, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-6048494
Location
Winston Salem, NC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,987,197
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,987,197

Contributions & income

Employer contributions
$237,427
Participant contributions
$422,150
Total income / additions
$1,872,226

Expenses & distributions

Benefits paid / distributions
$571,244
Total expenses
$576,829
Net increase / (decrease)
$1,295,397

Coverage

Total reported participants
264
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Piedmont Advantage Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Piedmont Advantage Credit Union 401(K) Plan001164$7,987,1972023
Piedmont Advantage Credit Union Group Health Insurance Plan503100not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Piedmont Advantage Credit Union
YearPlanParticipantsSchedulesFiling
2023Piedmont Advantage Credit Union Group Health Insurance Plan100C20241010131011NAL0034098160001
2023Piedmont Advantage Credit Union 401(K) Plan164H, C20241010150528NAL0036209424001

Related Form 5500 pages