Piedmont 401(K) Plan — Form 5500 plan (Piedmont Office Realty Trust Inc)
Plain-English plan 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 401(K) Plan is a benefit plan reported by Piedmont Office Realty Trust Inc under EIN 58-2328421 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $50,617,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Piedmont Office Realty Trust Inc
- EIN
- 58-2328421
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $50,617,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20240730124243NAL0020023969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,617,766
- Net assets (EOY)
- $50,617,766
- Net assets (BOY)
- $43,526,403
Income & contributions
- Employer contributions
- $1,511,717
- Participant contributions
- $2,145,325
- Total contributions
- $4,199,326
- Total income / additions
- $12,036,206
Expenses & distributions
- Benefits paid
- $4,834,638
- Administrative expenses
- $110,205
- Total expenses
- $4,944,843
- Net increase / (decrease)
- $7,091,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $110,300 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISORY | $0 | $65,000 | 2023 |
| Pension Financial Services,Inc. | CONTRACT ADMINISTRATOR | $0 | $22,947 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Piedmont Office Realty Trust Inc
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Principal Life Insurance Company — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Pension Financial Services,Inc. — Schedule C compensation