Tri-State Gastroenterology Associates, P.S.C.401(K) Plan — Form 5500 plan (Tri-State Gastroenterology Associates, Psc)

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, Tri-State Gastroenterology Associates, P.S.C.401(K) Plan is a benefit plan reported by Tri-State Gastroenterology Associates, Psc under EIN 61-1192347 and plan number 003. The latest loaded filing year is 2023. The filing reports 153 participants and $14,140,751 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tri-State Gastroenterology Associates, Psc
EIN
61-1192347
Plan number
003
Plan type
2
Location
Crestview Hills, KY
Latest filing year
2023
Participants
153
End-of-year plan assets
$14,140,751

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H20241010082707NAL0035261104002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,140,751
Net assets (EOY)
$14,140,751
Net assets (BOY)
$12,093,753

Income & contributions

Employer contributions
$422,631
Participant contributions
$477,426
Total contributions
$913,753
Total income / additions
$2,394,837

Expenses & distributions

Benefits paid
$344,239
Administrative expenses
$3,600
Total expenses
$347,839
Net increase / (decrease)
$2,046,998

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages