2023 Form 5500 filing — Great Lakes Physician, P.C. 401(K) 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 20241011155506NAL0022271345001) for Great Lakes Physician, P.C. 401(K) Plan, reported by Great Lakes Physician, P.C. under EIN 47-4319886 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011155506NAL0022271345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Great Lakes Physician, P.C.
- EIN
- 47-4319886
- Plan number
- 001
- Location
- Cheektowaga, NY
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,962,061
- Total liabilities (EOY)
- $1,900
- Net assets (EOY)
- $42,960,161
- Employer contributions
- $1,934,288
- Participant contributions
- $1,569,772
- Total income / additions
- $9,942,494
- Benefits paid
- $1,790,048
- Administrative expenses
- $59,545
- Total expenses
- $1,849,593
- Net increase / (decrease)
- $8,092,901
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | NONE | $40,401 | $0 |
| Lawley Retirement Advisors,LLC | NONE | $16,014 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | THIRD PARTY ADMINISTRATO | $3,150 | not reported in the loaded dataset |