2023 Form 5500 filing — Colorado Ob/Gyn Partners, Pllc 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712203731NAL0027935936001) for Colorado Ob/Gyn Partners, Pllc 401(K) Profit Sharing Plan, reported by Colorado Ob/Gyn Partners, Pllc under EIN 45-1588625 and plan number 002. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712203731NAL0027935936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colorado Ob/Gyn Partners, Pllc
- EIN
- 45-1588625
- Plan number
- 002
- Location
- Denver, CO
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $160,789
- Participant contributions
- $269,346
- Total income / additions
- $2,181,583
- Benefits paid
- $16,391,696
- Administrative expenses
- $85,777
- Total expenses
- $16,477,473
- Net increase / (decrease)
- -$14,295,890
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,557 | $0 |
| Jds Professional Group | ACCOUNTANT | $25,100 | $9,469 |
| Principal Securities Inc | OTHER SERVICES | $0 | $14,368 |
| Creative Retirement Plan Consulting | OTHER SERVICES | $8,203 | $3,439 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |
| Morningstar Investment Mgmt LLC | INV ADV PARTICIPANTS | $0 | $0 |