2023 Form 5500 filing — Ob-Gyn Associates Of Erie 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 20240930104717NAL0002567091001) for Ob-Gyn Associates Of Erie 401(K) Profit Sharing Plan, reported by Ob-Gyn Associates Of Erie, P.C. under EIN 25-1653555 and plan number 003. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930104717NAL0002567091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ob-Gyn Associates Of Erie, P.C.
- EIN
- 25-1653555
- Plan number
- 003
- Location
- Erie, PA
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,796,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,796,385
- Employer contributions
- $374,249
- Participant contributions
- $795,130
- Total income / additions
- $3,694,861
- Benefits paid
- $1,205,350
- Administrative expenses
- $89,427
- Total expenses
- $1,294,777
- Net increase / (decrease)
- $2,400,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $25,982 | $0 |
| Schaffner, Knight, Minnaugh & Co | AUDITOR | $10,000 | not reported in the loaded dataset |
| Dunbar, Bender & Zapf, Inc. | TPA | $9,112 | not reported in the loaded dataset |
| Houston Harbaugh | ATTORNEY | $122 | not reported in the loaded dataset |