Charleston Gastro Specialists, P.A. Profit Sharing 401(K) Plan — Form 5500 plan (Charleston Gastroenterology 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, Charleston Gastro Specialists, P.A. Profit Sharing 401(K) Plan is a benefit plan reported by Charleston Gastroenterology Specialists, P.A. under EIN 57-0965630 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $18,902,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charleston Gastroenterology Specialists, P.A.
- EIN
- 57-0965630
- Plan number
- 001
- Plan type
- 2
- Location
- Summerville, SC
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $18,902,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H | 20250218122154NAL0002309555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,902,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,902,767
- Net assets (BOY)
- $17,296,882
Income & contributions
- Employer contributions
- $1,102,747
- Participant contributions
- $578,319
- Total contributions
- $1,769,955
- Total income / additions
- $3,884,811
Expenses & distributions
- Benefits paid
- $2,277,526
- Administrative expenses
- $1,400
- Total expenses
- $2,278,926
- Net increase / (decrease)
- $1,605,885
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.