Shabbir Husain Jamali, M.D., P.A. Safe Harbor 401(K) Plan — Form 5500 plan (Gastroenterology Diagnostic Center)

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, Shabbir Husain Jamali, M.D., P.A. Safe Harbor 401(K) Plan is a benefit plan reported by Gastroenterology Diagnostic Center under EIN 76-0654935 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $4,068,534 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.1MPlan net assets, end of year$4,067,744
Participants14Covered participants reported
Assets / participant$290.6KComputed: assets ÷ participants$290,610 (computed)
Provider compensationNone reported
Plan sponsor
Gastroenterology Diagnostic Center
EIN
76-0654935
Plan number
001
Plan type
2
Location
Tomball, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314I20240625234306NAL0017147986001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities$790
Money in vs. money out
Total income / additions$1.8M
Total expenses$255
Benefits paid / distributions$0
Contributions
Employer$127.1K
Participant$94.3K
Full reported line items

Net assets

Total assets (EOY)
$4,068,534
Total liabilities (EOY)
$790
Net assets (EOY)
$4,067,744
Net assets (BOY)
$2,248,004

Income & contributions

Employer contributions
$127,115
Participant contributions
$94,326
Total income / additions
$1,819,995

Expenses & distributions

Benefits paid
$0
Administrative expenses
$255
Total expenses
$255
Net increase / (decrease)
$1,819,740
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 57%Participant 43%
Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages