Rocky Mountain Gastroenterology Associates, Pllc 401(K) Profit Sharing Plan — Form 5500 plan (Rocky Mountain Gastroenterology Assoc.)

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, Rocky Mountain Gastroenterology Associates, Pllc 401(K) Profit Sharing Plan is a benefit plan reported by Rocky Mountain Gastroenterology Assoc. under EIN 84-1350358 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $49,584,630 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rocky Mountain Gastroenterology Assoc.
EIN
84-1350358
Plan number
001
Plan type
2
Location
Lakewood, CO
Latest filing year
2023
Participants
232
End-of-year plan assets
$49,584,630

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20250710163352NAL0005733393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,584,630
Total liabilities (EOY)
$0
Net assets (EOY)
$49,584,630
Net assets (BOY)
$41,803,286

Income & contributions

Employer contributions
$1,296,676
Participant contributions
$985,034
Total contributions
$2,416,807
Total income / additions
$10,353,805

Expenses & distributions

Benefits paid
$2,480,911
Administrative expenses
$90,747
Total expenses
$2,572,461
Net increase / (decrease)
$7,781,344

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$58,987$02023
Ubs Financial Services IncADVISOR$31,760not reported in the loaded dataset2023

Related Form 5500 pages