2023 Form 5500 filing — Piedmont University Tax Deferred Retirement Annuity P
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240701063558NAL0003593745001) for Piedmont University Tax Deferred Retirement Annuity P, reported by Piedmont University under EIN 58-0566212 and plan number 001. It reports 741 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701063558NAL0003593745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Piedmont University
- EIN
- 58-0566212
- Plan number
- 001
- Location
- Demorest, GA
- Participants
- 741
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,200,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,200,338
- Employer contributions
- $556,179
- Participant contributions
- $1,056,012
- Total income / additions
- $7,399,381
- Benefits paid
- $3,896,950
- Administrative expenses
- $154,739
- Total expenses
- $4,051,689
- Net increase / (decrease)
- $3,347,692
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Teachers Ins And Annuity Assoc. | RECORDKEEPER | $29,692 | $0 |
| Sageview Advisory Group | ADVISOR | $11,570 | not reported in the loaded dataset |
| Planchec(K) Cpas | CPA | $10,500 | not reported in the loaded dataset |