2023 Form 5500 filing — Midwest Gastrointestinal Associates, P. C. 401(K) Safe Harbor 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 20241010110440NAL0033872688001) for Midwest Gastrointestinal Associates, P. C. 401(K) Safe Harbor Plan, reported by Midwest Gastrointestinal Assoc., Pc under EIN 47-0772952 and plan number 001. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010110440NAL0033872688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midwest Gastrointestinal Assoc., Pc
- EIN
- 47-0772952
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,556,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,556,966
- Employer contributions
- $2,059,017
- Participant contributions
- $1,277,261
- Total income / additions
- $10,948,231
- Benefits paid
- $2,294,711
- Administrative expenses
- $130,110
- Total expenses
- $2,455,039
- Net increase / (decrease)
- $8,493,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $4,212 | $61,164 |
| Wells Fargo Clearing Srvs | NONE | $0 | $27,633 |
| Benefit Plans, Inc. | TPA | $5,250 | not reported in the loaded dataset |