Plan5500

Rocky Mountain Gastroenterology Associates, Pllc Cash Balance Plan — Form 5500 plan (Rocky Mountain Gastroenterology Associates, 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, Rocky Mountain Gastroenterology Associates, Pllc Cash Balance Plan is a benefit plan reported by Rocky Mountain Gastroenterology Associates, Pllc under EIN 84-1350358 and plan number 002. The latest loaded filing year is 2023. The filing reports 141 participants and $15,545,155 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.5MPlan net assets, end of year$15,545,155
Participants141Covered participants reported
Assets / participant$110.2KComputed: assets ÷ participants$110,249 (computed)
Provider compensation$123.7K1 Schedule C provider row(s)$123,694
Plan sponsor
Rocky Mountain Gastroenterology Associates, Pllc
EIN
84-1350358
Plan number
002
Plan type
2
Location
Lakewood, CO
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    141 participants · 2Sch HSch C
    View filing →
Schedule H · 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)$15.5M total assets
Net assets$15.5MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$138K
Benefits paid / distributions$4K
Contributions
Employer$330K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$15,545,155
Total liabilities (EOY)
$0
Net assets (EOY)
$15,545,155
Net assets (BOY)
$14,393,673

Income & contributions

Employer contributions
$330,000
Total contributions
$330,000
Total income / additions
$1,289,529

Expenses & distributions

Benefits paid
$3,987
Administrative expenses
$134,060
Total expenses
$138,047
Net increase / (decrease)
$1,151,482
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.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income0%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Ubs Financial Services, Inc.$123.7K
    N/A · Direct $123.7K

Related Form 5500 pages