Plan5500

Graves-Gilbert Clinic Revised Profit Sharing Plan — Form 5500 plan (Gilbert, Barbee, Moore & Mcilvoy, P.S.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, Graves-Gilbert Clinic Revised Profit Sharing Plan is a benefit plan reported by Gilbert, Barbee, Moore & Mcilvoy, P.S.C. under EIN 61-0700826 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,283 participants and $170,613,545 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gilbert, Barbee, Moore & Mcilvoy, P.S.C.
EIN
61-0700826
Plan number
002
Plan type
2
Location
Bowling Green, KY
Latest filing year
2023
Participants
1,283
End-of-year plan assets
$170,613,545

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,283H, C20241014175455NAL0013713843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$170,613,545
Total liabilities (EOY)
$0
Net assets (EOY)
$170,613,545
Net assets (BOY)
$147,146,187

Income & contributions

Employer contributions
$6,441,175
Participant contributions
$4,503,745
Total contributions
$11,053,268
Total income / additions
$36,634,028

Expenses & distributions

Benefits paid
$13,046,390
Administrative expenses
$120,280
Total expenses
$13,166,670
Net increase / (decrease)
$23,467,358

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$113,389$02023
Carr Riggs & IngramNONE$5,145not reported in the loaded dataset2023
Valerie T MayerNONE$1,700not reported in the loaded dataset2023

Related Form 5500 pages