2023 Form 5500 filing — Digestive Health Specialists, P.A. 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 20240806132529NAL0001389299001) for Digestive Health Specialists, P.A. 401(K) Profit Sharing Plan, reported by Digestive Health Specialists, P.A. under EIN 56-1242980 and plan number 002. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806132529NAL0001389299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Digestive Health Specialists, P.A.
- EIN
- 56-1242980
- Plan number
- 002
- Location
- Winston-Salem, NC
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,899,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,899,907
- Employer contributions
- $880,283
- Participant contributions
- $622,948
- Total income / additions
- $4,531,967
- Benefits paid
- $693,226
- Administrative expenses
- $38,328
- Total expenses
- $731,554
- Net increase / (decrease)
- $3,800,413
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | BROKER DEALER | $13,904 | not reported in the loaded dataset |
| Lpl Financial Rpcp | BROKER DEALER | $12,898 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | CUSTODIAN | $11,416 | not reported in the loaded dataset |
| Trinity Pension Group, LLC | TPA | $1,800 | not reported in the loaded dataset |
| Ascensus LLC | RECORDKEEPER | $0 | $44 |