2023 Form 5500 filing — Wagi Cash Balance 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 20240126100840NAL0009562035001) for Wagi Cash Balance Plan, reported by Washington Gastroenterology, Pllc under EIN 81-3051028 and plan number 002. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240126100840NAL0009562035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Washington Gastroenterology, Pllc
- EIN
- 81-3051028
- Plan number
- 002
- Location
- Tacoma, WA
- Participants
- 385
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $741,674
- Total income / additions
- $2,091,735
- Benefits paid
- $26,764,839
- Administrative expenses
- $101,942
- Total expenses
- $26,866,781
- Net increase / (decrease)
- -$24,775,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independent Actuaries, Inc. | NONE | $39,286 | not reported in the loaded dataset |
| Lpl Financial | NONE | $36,797 | not reported in the loaded dataset |