2023 Form 5500 filing — Rocky Mountain Gastroenterology Associates, Pllc Cash Balance 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 20260504093842NAL0003951537001) for Rocky Mountain Gastroenterology Associates, Pllc Cash Balance Plan, reported by Rocky Mountain Gastroenterology Associates, Pllc under EIN 84-1350358 and plan number 002. It reports 141 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)$15.5MReported net assets$15,545,155
Participants141
Provider compensation$123.7K1 Schedule C row(s)$123,694
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20260504093842NAL0003951537001
- Plan sponsor
- Rocky Mountain Gastroenterology Associates, Pllc
- EIN
- 84-1350358
- Plan number
- 002
- Location
- Lakewood, CO
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
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)$15.5M total assets
Net assets$15.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,545,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,545,155
- Employer contributions
- $330,000
- Total income / additions
- $1,289,529
- Benefits paid
- $3,987
- Administrative expenses
- $134,060
- Total expenses
- $138,047
- Net increase / (decrease)
- $1,151,482
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1