Great Lakes Physician, P.C. 401(K) Plan — Form 5500 plan (Great Lakes Physician, 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, Great Lakes Physician, P.C. 401(K) Plan is a benefit plan reported by Great Lakes Physician, P.C. under EIN 47-4319886 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $42,962,061 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Great Lakes Physician, P.C.
- EIN
- 47-4319886
- Plan number
- 001
- Plan type
- 2
- Location
- Cheektowaga, NY
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $42,962,061
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241011155506NAL0022271345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,962,061
- Total liabilities (EOY)
- $1,900
- Net assets (EOY)
- $42,960,161
- Net assets (BOY)
- $34,855,717
Income & contributions
- Employer contributions
- $1,934,288
- Participant contributions
- $1,569,772
- Total contributions
- $3,640,368
- Total income / additions
- $9,942,494
Expenses & distributions
- Benefits paid
- $1,790,048
- Administrative expenses
- $59,545
- Total expenses
- $1,849,593
- Net increase / (decrease)
- $8,092,901
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | NONE | $40,401 | $0 | 2023 |
| Lawley Retirement Advisors,LLC | NONE | $16,014 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMINISTRATO | $3,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Great Lakes Physician, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Cheektowaga, NY
- Newport Group, Inc. — Schedule C compensation
- Lawley Retirement Advisors,LLC — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation