2023 Form 5500 filing — Gastroenterology Group Of Rochester, Llp Profit Sharing And 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 20241018133109NAL0019219603001) for Gastroenterology Group Of Rochester, Llp Profit Sharing And 401(K) Plan, reported by Gastroenterology Group Of Rochester Llp under EIN 16-1563898 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018133109NAL0019219603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gastroenterology Group Of Rochester Llp
- EIN
- 16-1563898
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,051,200
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,051,200
- Employer contributions
- $4,647
- Participant contributions
- $274,142
- Total income / additions
- $2,373,105
- Benefits paid
- $60,579
- Administrative expenses
- $31,201
- Total expenses
- $91,780
- Net increase / (decrease)
- $2,281,325
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | RECORDKEEPER | $10,400 | not reported in the loaded dataset |
| Courier Capital | ADVISOR | $8,750 | not reported in the loaded dataset |
| Hnp Capital, LLC | ADVISOR | $8,750 | not reported in the loaded dataset |
| Benefits Management, Inc. | THIRD PARTY ADMIN. | $4,426 | not reported in the loaded dataset |