2023 Form 5500 filing — Gastrointestinal Specialist Of Geor Gia, Inc. 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 20241015110429NAL0055690130001) for Gastrointestinal Specialist Of Geor Gia, Inc. 401(K) Profit Sharing Plan, reported by Gastrointestinal Specialist Of Geor Gia, Inc. under EIN 58-2136821 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110429NAL0055690130001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gastrointestinal Specialist Of Geor Gia, Inc.
- EIN
- 58-2136821
- Plan number
- 001
- Location
- Marietta, GA
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,308,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,308,699
- Employer contributions
- $785,492
- Participant contributions
- $1,190,474
- Total income / additions
- $6,851,319
- Benefits paid
- $427,770
- Administrative expenses
- $125,984
- Total expenses
- $553,754
- Net increase / (decrease)
- $6,297,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix | TRUSTEE | $31,152 | not reported in the loaded dataset |
| Truist | INVESTMENT PROVIDER | $19,985 | not reported in the loaded dataset |
| Ubs | INVESTMENT ADVISOR | $14,115 | not reported in the loaded dataset |
| Sheakley | TPA | not reported in the loaded dataset | not reported in the loaded dataset |