Rocky Mountain Gastroenterology Assoc. — 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, Rocky Mountain Gastroenterology Assoc. (EIN 84-1350358) is a plan sponsor located in Lakewood, CO with 1 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
84-1350358
Location
Lakewood, CO
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$65,129,785
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$65,129,785

Contributions & income

Employer contributions
$1,626,676
Participant contributions
$985,034
Total income / additions
$11,643,334

Expenses & distributions

Benefits paid / distributions
$2,484,898
Total expenses
$2,710,508
Net increase / (decrease)
$8,932,826

Coverage

Total reported participants
500
Plans with financial statements
2
Plans with provider compensation
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.

Largest loaded plans by reported assets

Rocky Mountain Gastroenterology Assoc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Rocky Mountain Gastroenterology Associates, Pllc 401(K) Profit Sharing Plan001232$49,584,6302023
Rocky Mountain Gastroenterology Associates, Pllc Cash Balance Plan002141$15,545,1552023
Rocky Mountain Gastroenterology Associates Pllc Welfare Benefit Plan507127not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Rocky Mountain Gastroenterology Assoc.
YearPlanParticipantsSchedulesFiling
2023Rocky Mountain Gastroenterology Associates Pllc Welfare Benefit Plan12720240716140534NAL0005326688001
2023Rocky Mountain Gastroenterology Associates, Pllc 401(K) Profit Sharing Plan232H, C20250710163352NAL0005733393001
2023Rocky Mountain Gastroenterology Associates, Pllc Cash Balance Plan141H, C20260504093842NAL0003951537001

Related Form 5500 pages