2023 Form 5500 filing — Rockford Gastroenterology Associates, Ltd. 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 20241213135404NAL0013728145001) for Rockford Gastroenterology Associates, Ltd. 401(K) Profit Sharing Plan, reported by Rockford Gastroenterology Associates, Ltd. under EIN 36-3081482 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$26.6MReported net assets$26,568,166
Participants145
Provider compensation$171K2 Schedule C row(s)$171,040
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241213135404NAL0013728145001
- Plan sponsor
- Rockford Gastroenterology Associates, Ltd.
- EIN
- 36-3081482
- Plan number
- 001
- Location
- Rockford, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$26.6M total assets
Net assets$26.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,568,166
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,568,166
- Employer contributions
- $968,701
- Participant contributions
- $618,713
- Total income / additions
- $5,488,560
- Benefits paid
- $7,697,355
- Administrative expenses
- $171,490
- Total expenses
- $7,868,845
- Net increase / (decrease)
- -$2,380,285
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savant Capital Management, Inc. | NONE | $151,005 | not reported in the loaded dataset |
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $20,035 | not reported in the loaded dataset |