Gary M. Van Deventer, M.D., Inc. — 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, Gary M. Van Deventer, M.D., Inc. (EIN 83-4396027) is a plan sponsor located in Santa Barbara, CA 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
83-4396027
Location
Santa Barbara, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Gary M. Van Deventer, M.D., Inc.

  • 2 loaded plans hold $960.8K in reported assets.
  • The largest, Gary M. Van Deventer, M.D., Inc. 401(K) Profit Sharing Plan, holds 60% of this company's reported plan assets.
  • Plans cover 16 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$949KSummed across loaded plans$948,999
Total reported assets$960.8K$960,765
Total reported participants16
Total reported liabilities$11.8K$11,766

Reported net position

Reported assets = net assets + liabilities (summed)$960.8K total assets
Net assets$949KLiabilities$11.8K
Contributions & income
Employer contributions$75K
Participant contributions$0
Total income / additions$118.5K
Expenses & distributions
Benefits paid / distributions$47.7K
Total expenses$48.5K
Net increase / (decrease)$70K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets60%Gary M. Van Deventer, M.D., Inc. 401(K) Profit Sharing Plan
Participants per plan8Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 9 participants · 2023
  2. 2
    Plan #002 · 7 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Gary M. Van Deventer, M.D., Inc.. Open one for its full reported snapshot.

  1. 2023
    Gary M. Van Deventer, M.D., Inc. 401(K) Profit Sharing Plan9 participants · 2Sch I
    View filing →
  2. 2023
    Gary M. Van Deventer, M.D., Inc. Defined Benefit Pension Plan7 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Gary M. Van Deventer, M.D., Inc. report on Form 5500?
Gary M. Van Deventer, M.D., Inc. (EIN 83-4396027) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Gary M. Van Deventer, M.D., Inc.?
The Employer Identification Number (EIN) reported for Gary M. Van Deventer, M.D., Inc. is 83-4396027.
What is the latest Form 5500 filing year for Gary M. Van Deventer, M.D., Inc.?
The latest loaded Form 5500 filing year for Gary M. Van Deventer, M.D., Inc. is 2023.

Related Form 5500 pages