2023 Form 5500 filing — Piedmont 401(K) 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 20240730124243NAL0020023969001) for Piedmont 401(K) Plan, reported by Piedmont Office Realty Trust Inc under EIN 58-2328421 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730124243NAL0020023969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Piedmont Office Realty Trust Inc
- EIN
- 58-2328421
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,617,766
- Net assets (EOY)
- $50,617,766
- Employer contributions
- $1,511,717
- Participant contributions
- $2,145,325
- Total income / additions
- $12,036,206
- Benefits paid
- $4,834,638
- Administrative expenses
- $110,205
- Total expenses
- $4,944,843
- Net increase / (decrease)
- $7,091,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $110,300 | $0 |
| Mma Securities LLC | INVESTMENT ADVISORY | $0 | $65,000 |
| Pension Financial Services,Inc. | CONTRACT ADMINISTRATOR | $0 | $22,947 |