Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement Plan — Form 5500 plan (Saratoga-Schenectady Gastroenterology Assocs Pc)
Plain-English plan 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, Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement Plan is a benefit plan reported by Saratoga-Schenectady Gastroenterology Assocs Pc under EIN 14-1556189 and plan number 002. The latest loaded filing year is 2023. The filing reports 181 participants and $28,450,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saratoga-Schenectady Gastroenterology Assocs Pc
- EIN
- 14-1556189
- Plan number
- 002
- Plan type
- 2
- Location
- Burnt Hills, NY
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $28,450,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241015180445NAL0017015219003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,450,969
- Net assets (EOY)
- $28,450,969
- Net assets (BOY)
- $22,985,018
Income & contributions
- Employer contributions
- $930,783
- Participant contributions
- $879,078
- Total contributions
- $2,257,657
- Total income / additions
- $6,195,076
Expenses & distributions
- Benefits paid
- $620,472
- Administrative expenses
- $107,867
- Total expenses
- $729,125
- Net increase / (decrease)
- $5,465,951
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | ADVISOR | $59,434 | $0 | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $34,761 | $0 | 2023 |
| Mengel, Metzger, Barr & Co., Llp | AUDITOR | $9,655 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Saratoga-Schenectady Gastroenterology Assocs Pc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Burnt Hills, NY
- Ubs Financial Services Inc. — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Mengel, Metzger, Barr & Co., Llp — Schedule C compensation