2023 Form 5500 filing — Gastroenterology Specialties, P.C.Safe Harbor 401(K) Profit Sharing 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 20240925170851NAL0015105041001) for Gastroenterology Specialties, P.C.Safe Harbor 401(K) Profit Sharing Plan, reported by Gastroenterology Specialties, P.C. under EIN 47-0717686 and plan number 003. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925170851NAL0015105041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gastroenterology Specialties, P.C.
- EIN
- 47-0717686
- Plan number
- 003
- Location
- Lincoln, NE
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,192,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,192,373
- Employer contributions
- $1,409,654
- Participant contributions
- $714,347
- Total income / additions
- $7,483,286
- Benefits paid
- $190,906
- Administrative expenses
- $78,923
- Total expenses
- $269,829
- Net increase / (decrease)
- $7,213,457
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Da Davidson & Co | INVESTMENT ADVISOR | $20,614 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $12,935 | not reported in the loaded dataset |
| Pension Administrators LLC | CONTRACT ADMIN | $1,794 | not reported in the loaded dataset |
| Fidelity Brokerage Services LLC | NONE | not reported in the loaded dataset | not reported in the loaded dataset |
| Elkhorn Partners Limited Partnershi | NONE | not reported in the loaded dataset | not reported in the loaded dataset |
| Charles Schwab | NONE | not reported in the loaded dataset | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | not reported in the loaded dataset | not reported in the loaded dataset |