Plan5500

Genesis Ob/Gyn 401k Profit Sharing Plan & Trust — Form 5500 plan (Genesis Ob/Gyn, 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, Genesis Ob/Gyn 401k Profit Sharing Plan & Trust is a benefit plan reported by Genesis Ob/Gyn, P.C. under EIN 26-1120011 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $29,003,974 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Genesis Ob/Gyn, P.C.
EIN
26-1120011
Plan number
001
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
262
End-of-year plan assets
$29,003,974

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241218091018NAL0003063089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,003,974
Net assets (EOY)
$29,003,974
Net assets (BOY)
$25,059,378

Income & contributions

Employer contributions
$1,383,782
Participant contributions
$1,149,554
Total contributions
$3,457,368
Total income / additions
$7,081,976

Expenses & distributions

Benefits paid
$2,451,653
Administrative expenses
$95,726
Total expenses
$2,547,379
Net increase / (decrease)
$4,534,597

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyADVISOR$56,271not reported in the loaded dataset2023
Mvp Plan Administrators, Inc.CONTRACT ADMINISTRATOR$37,316not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$2,139$02023

Related Form 5500 pages