2023 Form 5500 filing — Gem State Radiology 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 20241015163604NAL0029126049001) for Gem State Radiology Profit Sharing Plan, reported by Gem State Radiology Llp under EIN 82-6041596 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163604NAL0029126049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gem State Radiology Llp
- EIN
- 82-6041596
- Plan number
- 002
- Location
- Boise, ID
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,117,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,117,983
- Employer contributions
- $1,634,171
- Participant contributions
- $988,338
- Total income / additions
- $6,413,930
- Benefits paid
- $11,906,426
- Administrative expenses
- $218,129
- Total expenses
- $12,124,555
- Net increase / (decrease)
- -$5,710,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Wealth Management | INVESTMENT ADVISOR | $112,079 | $0 |
| Ferguson Wellman Capital Management | INVESTMENT ADVISOR | $101,775 | $0 |