Gastrointestinal Specialist Of Geor Gia, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Gastrointestinal Specialist Of Geor Gia, Inc.)

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, Gastrointestinal Specialist Of Geor Gia, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Gastrointestinal Specialist Of Geor Gia, Inc. under EIN 58-2136821 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $35,308,699 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gastrointestinal Specialist Of Geor Gia, Inc.
EIN
58-2136821
Plan number
001
Plan type
2
Location
Marietta, GA
Latest filing year
2023
Participants
164
End-of-year plan assets
$35,308,699

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20241015110429NAL0055690130001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,308,699
Total liabilities (EOY)
$0
Net assets (EOY)
$35,308,699
Net assets (BOY)
$29,011,134

Income & contributions

Employer contributions
$785,492
Participant contributions
$1,190,474
Total contributions
$1,975,966
Total income / additions
$6,851,319

Expenses & distributions

Benefits paid
$427,770
Administrative expenses
$125,984
Total expenses
$553,754
Net increase / (decrease)
$6,297,565

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MatrixTRUSTEE$31,152not reported in the loaded dataset2023
TruistINVESTMENT PROVIDER$19,985not reported in the loaded dataset2023
UbsINVESTMENT ADVISOR$14,115not reported in the loaded dataset2023
SheakleyTPAnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages