Wagi Cash Balance Plan — Form 5500 plan (Washington Gastroenterology, Pllc)
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, Wagi Cash Balance Plan is a benefit plan reported by Washington Gastroenterology, Pllc under EIN 81-3051028 and plan number 002. The latest loaded filing year is 2023. The filing reports 385 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Washington Gastroenterology, Pllc
- EIN
- 81-3051028
- Plan number
- 002
- Plan type
- 2
- Location
- Tacoma, WA
- Latest filing year
- 2023
- Participants
- 385
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20240126100840NAL0009562035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $24,775,046
Income & contributions
- Employer contributions
- $741,674
- Total contributions
- $741,674
- Total income / additions
- $2,091,735
Expenses & distributions
- Benefits paid
- $26,764,839
- Administrative expenses
- $101,942
- Total expenses
- $26,866,781
- Net increase / (decrease)
- -$24,775,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independent Actuaries, Inc. | NONE | $39,286 | not reported in the loaded dataset | 2023 |
| Lpl Financial | NONE | $36,797 | not reported in the loaded dataset | 2023 |