2023 Form 5500 filing — Boulder Valley Gastroenterology, Inc. 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 20241015214620NAL0029725265001) for Boulder Valley Gastroenterology, Inc. Profit Sharing Plan, reported by Boulder Valley Gastroenterology, Inc. under EIN 84-1001906 and plan number 002. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015214620NAL0029725265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boulder Valley Gastroenterology, Inc.
- EIN
- 84-1001906
- Plan number
- 002
- Location
- Louisville, CO
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,995,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,995,851
- Employer contributions
- $566,015
- Participant contributions
- $827,267
- Total income / additions
- $3,154,861
- Benefits paid
- $388,336
- Administrative expenses
- $95,907
- Total expenses
- $484,243
- Net increase / (decrease)
- $2,670,618
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bdo Usa, Llp | OTHER | $47,750 | not reported in the loaded dataset |
| Cliftonlarsonallen Wealth Advisors | INVESTMENT ADVISOR | $29,329 | not reported in the loaded dataset |
| Map Retirement Usa LLC | CONTRACT ADMIN | $20,090 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. | RECORDKEEPER | $0 | $0 |