Diabetes & Geriatrics Specialist, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Diabetes & Geriatrics Specialist, LLC)
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, Diabetes & Geriatrics Specialist, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Diabetes & Geriatrics Specialist, LLC under EIN 20-8313872 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $1,898,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Diabetes & Geriatrics Specialist, LLC
- EIN
- 20-8313872
- Plan number
- 001
- Plan type
- 2
- Location
- Cookeville, TN
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $1,898,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20241014074422NAL0014608243001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,898,240
- Net assets (EOY)
- $1,898,240
- Net assets (BOY)
- $1,541,652
Income & contributions
- Employer contributions
- $134,720
- Total income / additions
- $377,015
Expenses & distributions
- Benefits paid
- $7,162
- Administrative expenses
- $13,265
- Total expenses
- $20,427
- Net increase / (decrease)
- $356,588
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.