The 401(K) Plan And Trust Of Physicians Endoscopy, LLC — Form 5500 plan (Physicians Endoscopy, LLC)
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, The 401(K) Plan And Trust Of Physicians Endoscopy, LLC is a benefit plan reported by Physicians Endoscopy, LLC under EIN 91-1882702 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,079 participants and $54,800,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Physicians Endoscopy, LLC
- EIN
- 91-1882702
- Plan number
- 001
- Plan type
- 3
- Location
- Eden Prairie, MN
- Latest filing year
- 2023
- Participants
- 1,079
- End-of-year plan assets
- $54,800,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,079 | H, C | 20241212164548NAL0012762401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,800,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,800,686
- Net assets (BOY)
- $44,112,042
Income & contributions
- Employer contributions
- $3,033,987
- Participant contributions
- $4,822,568
- Total contributions
- $8,667,812
- Total income / additions
- $15,319,850
Expenses & distributions
- Benefits paid
- $4,421,714
- Administrative expenses
- $209,492
- Total expenses
- $4,631,206
- Net increase / (decrease)
- $10,688,644
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $102,411 | $0 | 2023 |
| N A Falcone & Associates, Inc. | CONTRACT ADMINISTRATO | $60,156 | $18,145 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $46,900 | $103 | 2023 |
| Fidelity Invst Instnl Oprtn Co. LLC | RECORDKEEPER | $25 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Physicians Endoscopy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Eden Prairie, MN
- Principal Life Insurance Company — Schedule C compensation
- N A Falcone & Associates, Inc. — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Fidelity Invst Instnl Oprtn Co. LLC — Schedule C compensation