Gilbert, Barbee, Moore & Mcilvoy, P.S.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Gilbert, Barbee, Moore & Mcilvoy, P.S.C. (EIN 61-0700826) is a plan sponsor located in Bowling Green, KY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
61-0700826
Location
Bowling Green, KY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$170,613,545
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$170,613,545

Contributions & income

Employer contributions
$6,441,175
Participant contributions
$4,503,745
Total income / additions
$36,634,028

Expenses & distributions

Benefits paid / distributions
$13,046,390
Total expenses
$13,166,670
Net increase / (decrease)
$23,467,358

Coverage

Total reported participants
2,466
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Gilbert, Barbee, Moore & Mcilvoy, P.S.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Graves-Gilbert Clinic Revised Profit Sharing Plan0021,283$170,613,5452023
Graves-Gilbert Clinic Employee Benefits Plan5011,183not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Gilbert, Barbee, Moore & Mcilvoy, P.S.C.
YearPlanParticipantsSchedulesFiling
2023Graves-Gilbert Clinic Employee Benefits Plan1,18320240610161122NAL0012643747001
2023Graves-Gilbert Clinic Revised Profit Sharing Plan1,283H, C20241014175455NAL0013713843001

Related Form 5500 pages