2023 Form 5500 filing — Rocky Mountain Gastroenterology Associates, Pllc 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 20250710163352NAL0005733393001) for Rocky Mountain Gastroenterology Associates, Pllc 401(K) Profit Sharing Plan, reported by Rocky Mountain Gastroenterology Assoc. under EIN 84-1350358 and plan number 001. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710163352NAL0005733393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rocky Mountain Gastroenterology Assoc.
- EIN
- 84-1350358
- Plan number
- 001
- Location
- Lakewood, CO
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,584,630
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,584,630
- Employer contributions
- $1,296,676
- Participant contributions
- $985,034
- Total income / additions
- $10,353,805
- Benefits paid
- $2,480,911
- Administrative expenses
- $90,747
- Total expenses
- $2,572,461
- Net increase / (decrease)
- $7,781,344
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $58,987 | $0 |
| Ubs Financial Services Inc | ADVISOR | $31,760 | not reported in the loaded dataset |