Advanced Digestive Care, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Advanced Digestive Care, 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, Advanced Digestive Care, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Advanced Digestive Care, LLC under EIN 46-4180470 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $1,412,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advanced Digestive Care, LLC
- EIN
- 46-4180470
- Plan number
- 001
- Plan type
- 2
- Location
- Annandale, VA
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $1,412,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241015180256NAL0030571105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,412,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,412,333
- Net assets (BOY)
- $3,142,338
Income & contributions
- Employer contributions
- $13,498
- Participant contributions
- $79,303
- Total contributions
- $111,985
- Total income / additions
- $406,521
Expenses & distributions
- Benefits paid
- $2,104,944
- Administrative expenses
- $31,582
- Total expenses
- $2,136,526
- Net increase / (decrease)
- -$1,730,005
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rkl Llp | AUDITOR | $15,500 | not reported in the loaded dataset | 2023 |
| John Hancock Usa | RECORDKEEPER | $5,629 | $0 | 2023 |
| Lynx Investment Advisory, LLC | INVESTMENT ADVISOR | $5,400 | not reported in the loaded dataset | 2023 |
| Lerch, Early & Brewer, Chtd. | NONE | $5,259 | not reported in the loaded dataset | 2023 |
| Futureplan | NONE | $5,195 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advanced Digestive Care, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Annandale, VA
- Rkl Llp — Schedule C compensation
- John Hancock Usa — Schedule C compensation
- Lynx Investment Advisory, LLC — Schedule C compensation
- Lerch, Early & Brewer, Chtd. — Schedule C compensation
- Futureplan — Schedule C compensation