Ob-Gyn Associates Of Erie 401(K) Profit Sharing Plan — Form 5500 plan (Ob-Gyn Associates Of Erie, P.C.)
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, Ob-Gyn Associates Of Erie 401(K) Profit Sharing Plan is a benefit plan reported by Ob-Gyn Associates Of Erie, P.C. under EIN 25-1653555 and plan number 003. The latest loaded filing year is 2023. The filing reports 211 participants and $20,796,385 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ob-Gyn Associates Of Erie, P.C.
- EIN
- 25-1653555
- Plan number
- 003
- Plan type
- 2
- Location
- Erie, PA
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $20,796,385
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20240930104717NAL0002567091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,796,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,796,385
- Net assets (BOY)
- $18,396,301
Income & contributions
- Employer contributions
- $374,249
- Participant contributions
- $795,130
- Total contributions
- $1,182,514
- Total income / additions
- $3,694,861
Expenses & distributions
- Benefits paid
- $1,205,350
- Administrative expenses
- $89,427
- Total expenses
- $1,294,777
- Net increase / (decrease)
- $2,400,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $25,982 | $0 | 2023 |
| Schaffner, Knight, Minnaugh & Co | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| Dunbar, Bender & Zapf, Inc. | TPA | $9,112 | not reported in the loaded dataset | 2023 |
| Houston Harbaugh | ATTORNEY | $122 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ob-Gyn Associates Of Erie, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Erie, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Schaffner, Knight, Minnaugh & Co — Schedule C compensation
- Dunbar, Bender & Zapf, Inc. — Schedule C compensation
- Houston Harbaugh — Schedule C compensation