Southeast Valley Gastroenterology Consultants, P.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, Southeast Valley Gastroenterology Consultants, P.C. (EIN 86-0737298) is a plan sponsor located in Chandler, AZ 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
86-0737298
Location
Chandler, AZ
Loaded plans
1
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 Southeast Valley Gastroenterology Consultants, P.C.

  • 1 loaded plans hold $10.2M in reported assets.
  • The largest, Southeast Valley Gastroenterology Consultants, P.C. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 120 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.2MSummed across loaded plans$10,180,948
Total reported assets$10.2M$10,180,948
Total reported participants120
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$10.2M total assets
Net assets$10.2MLiabilities
Contributions & income
Employer contributions$294.7K
Participant contributions$425.5K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$152.9K
Total expenses$193K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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 assets100%Southeast Valley Gastroenterology Consultants, P.C. 401(K) Profit Sharing Plan
Participants per plan120Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Southeast Valley Gastroenterology Consultants, P.C.. Open one for its full reported snapshot.

  1. 2023
    Southeast Valley Gastroenterology Consultants, P.C. 401(K) Profit Sharing Plan120 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southeast Valley Gastroenterology Consultants, P.C. report on Form 5500?
Southeast Valley Gastroenterology Consultants, P.C. (EIN 86-0737298) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southeast Valley Gastroenterology Consultants, P.C.?
The Employer Identification Number (EIN) reported for Southeast Valley Gastroenterology Consultants, P.C. is 86-0737298.
What is the latest Form 5500 filing year for Southeast Valley Gastroenterology Consultants, P.C.?
The latest loaded Form 5500 filing year for Southeast Valley Gastroenterology Consultants, P.C. is 2023.

Related Form 5500 pages