2023 Form 5500 filing — Piedmont Access To Health Services, Inc. 403(B) Plan
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 20240723063118NAL0011358721001) for Piedmont Access To Health Services, Inc. 403(B) Plan, reported by Piedmont Access To Health Services, Inc. under EIN 54-2026502 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723063118NAL0011358721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Piedmont Access To Health Services, Inc.
- EIN
- 54-2026502
- Plan number
- 001
- Location
- Danville, VA
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,836,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,836,937
- Employer contributions
- $380,474
- Participant contributions
- $917,731
- Total income / additions
- $2,361,580
- Benefits paid
- $195,621
- Administrative expenses
- $54,110
- Total expenses
- $259,999
- Net increase / (decrease)
- $2,101,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Citizens Bank And Trust Compa | INVESTMENT ADVISORY | $33,929 | $8 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,177 | $0 |