Digestive Specialist, Inc./Digestive Endoscopy Center, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Digestive Specialists, Inc.)
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, Digestive Specialist, Inc./Digestive Endoscopy Center, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Digestive Specialists, Inc. under EIN 31-0785715 and plan number 002. The latest loaded filing year is 2023. The filing reports 202 participants and $33,025,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Digestive Specialists, Inc.
- EIN
- 31-0785715
- Plan number
- 002
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $33,025,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20241001172239NAL0013063376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,025,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,025,559
- Net assets (BOY)
- $27,693,433
Income & contributions
- Employer contributions
- $873,891
- Participant contributions
- $667,489
- Total contributions
- $1,541,380
- Total income / additions
- $6,895,557
Expenses & distributions
- Benefits paid
- $1,460,984
- Administrative expenses
- $102,447
- Total expenses
- $1,563,431
- Net increase / (decrease)
- $5,332,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | ADVISOR | $71,668 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | CUSTODIAN | $12,007 | not reported in the loaded dataset | 2023 |
| Dynamic Pension Services, Inc. | TPA | $11,394 | not reported in the loaded dataset | 2023 |
| Mwg Retirement Plan Services, LLC | RECORD KEEPER | $7,377 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Digestive Specialists, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Dynamic Pension Services, Inc. — Schedule C compensation
- Mwg Retirement Plan Services, LLC — Schedule C compensation