Digestive Health Specialists, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Digestive Health Specialists, P.A.)
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 Health Specialists, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Digestive Health Specialists, P.A. under EIN 56-1242980 and plan number 002. The latest loaded filing year is 2023. The filing reports 139 participants and $20,899,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Digestive Health Specialists, P.A.
- EIN
- 56-1242980
- Plan number
- 002
- Plan type
- 2
- Location
- Winston-Salem, NC
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $20,899,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20240806132529NAL0001389299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,899,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,899,907
- Net assets (BOY)
- $17,099,494
Income & contributions
- Employer contributions
- $880,283
- Participant contributions
- $622,948
- Total contributions
- $1,503,719
- Total income / additions
- $4,531,967
Expenses & distributions
- Benefits paid
- $693,226
- Administrative expenses
- $38,328
- Total expenses
- $731,554
- Net increase / (decrease)
- $3,800,413
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | BROKER DEALER | $13,904 | not reported in the loaded dataset | 2023 |
| Lpl Financial Rpcp | BROKER DEALER | $12,898 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | CUSTODIAN | $11,416 | not reported in the loaded dataset | 2023 |
| Trinity Pension Group, LLC | TPA | $1,800 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | RECORDKEEPER | $0 | $44 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Digestive Health Specialists, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Winston-Salem, NC
- Mma Securities LLC — Schedule C compensation
- Lpl Financial Rpcp — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Trinity Pension Group, LLC — Schedule C compensation
- Ascensus LLC — Schedule C compensation