Gastroenterology Specialties, P.C.Safe Harbor 401(K) Profit Sharing Plan — Form 5500 plan (Gastroenterology Specialties, 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, Gastroenterology Specialties, P.C.Safe Harbor 401(K) Profit Sharing Plan is a benefit plan reported by Gastroenterology Specialties, P.C. under EIN 47-0717686 and plan number 003. The latest loaded filing year is 2023. The filing reports 159 participants and $38,192,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gastroenterology Specialties, P.C.
- EIN
- 47-0717686
- Plan number
- 003
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $38,192,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20240925170851NAL0015105041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,192,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,192,373
- Net assets (BOY)
- $30,978,916
Income & contributions
- Employer contributions
- $1,409,654
- Participant contributions
- $714,347
- Total contributions
- $2,310,433
- Total income / additions
- $7,483,286
Expenses & distributions
- Benefits paid
- $190,906
- Administrative expenses
- $78,923
- Total expenses
- $269,829
- Net increase / (decrease)
- $7,213,457
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Da Davidson & Co | INVESTMENT ADVISOR | $20,614 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $12,935 | not reported in the loaded dataset | 2023 |
| Pension Administrators LLC | CONTRACT ADMIN | $1,794 | not reported in the loaded dataset | 2023 |
| Fidelity Brokerage Services LLC | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Elkhorn Partners Limited Partnershi | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Charles Schwab | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gastroenterology Specialties, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Lincoln, NE
- Da Davidson & Co — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Pension Administrators LLC — Schedule C compensation
- Fidelity Brokerage Services LLC — Schedule C compensation
- Elkhorn Partners Limited Partnershi — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation