2023 Form 5500 filing — Genesis Ob/Gyn 401k Profit Sharing Plan & Trust
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 20241218091018NAL0003063089001) for Genesis Ob/Gyn 401k Profit Sharing Plan & Trust, reported by Genesis Ob/Gyn, P.C. under EIN 26-1120011 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241218091018NAL0003063089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Genesis Ob/Gyn, P.C.
- EIN
- 26-1120011
- Plan number
- 001
- Location
- Tucson, AZ
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,003,974
- Net assets (EOY)
- $29,003,974
- Employer contributions
- $1,383,782
- Participant contributions
- $1,149,554
- Total income / additions
- $7,081,976
- Benefits paid
- $2,451,653
- Administrative expenses
- $95,726
- Total expenses
- $2,547,379
- Net increase / (decrease)
- $4,534,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $56,271 | not reported in the loaded dataset |
| Mvp Plan Administrators, Inc. | CONTRACT ADMINISTRATOR | $37,316 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $2,139 | $0 |