Ob/Gyn Affiliates 401(K) Profit Sharing Plan — Form 5500 plan (Ob/Gyn Affiliates)
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, Ob/Gyn Affiliates 401(K) Profit Sharing Plan is a benefit plan reported by Ob/Gyn Affiliates under EIN 84-1520625 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $29,464,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ob/Gyn Affiliates
- EIN
- 84-1520625
- Plan number
- 001
- Plan type
- 2
- Location
- Littleton, CO
- Latest filing year
- 2023
- Participants
- 308
- End-of-year plan assets
- $29,464,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308 | H, C | 20240919043901NAL0009642096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,464,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,464,617
- Net assets (BOY)
- $25,808,962
Income & contributions
- Employer contributions
- $1,431,011
- Participant contributions
- $1,054,341
- Total contributions
- $3,780,845
- Total income / additions
- $8,246,012
Expenses & distributions
- Benefits paid
- $4,415,438
- Administrative expenses
- $174,919
- Total expenses
- $4,590,357
- Net increase / (decrease)
- $3,655,655
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | INVEST ADV - PLAN | $55,122 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $33,330 | $0 | 2023 |
| Ryan Gunsauls & O'Donnell LLC | AUDIT | $15,086 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $4,613 | $86 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ob/Gyn Affiliates
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Littleton, CO
- Ubs Financial Services, Inc. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Ryan Gunsauls & O'Donnell LLC — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation