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, University Gastroenterology 401(K) Profit Sharing Plan is a benefit plan reported by University Gastroenterology, LLC under EIN 27-3407187 and plan number 002. The latest loaded filing year is 2023. The filing reports 119 participants and $21,739,472 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,739,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,739,472
- Net assets (BOY)
- $19,004,576
Income & contributions
- Employer contributions
- $1,156,095
- Participant contributions
- $899,360
- Total contributions
- $2,055,455
- Total income / additions
- $5,106,602
Expenses & distributions
- Benefits paid
- $2,315,581
- Administrative expenses
- $56,125
- Total expenses
- $2,371,706
- Net increase / (decrease)
- $2,734,896