2023 Form 5500 filing — General 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 20241014112055NAL0026027809001) for General Physician, P.C. 401(K) Plan, reported by General Physician, P.C. under EIN 16-1460136 and plan number 001. It reports 1,426 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112055NAL0026027809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- General Physician, P.C.
- EIN
- 16-1460136
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 1,426
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,887,511
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,887,511
- Employer contributions
- $2,960,181
- Participant contributions
- $6,396,833
- Total income / additions
- $20,836,785
- Benefits paid
- $4,186,249
- Administrative expenses
- $151,294
- Total expenses
- $4,337,543
- Net increase / (decrease)
- $16,499,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $152,542 | $0 |
| Lawley Retirement Advisors, LLC | NONE | $20,000 | not reported in the loaded dataset |