2023 Form 5500 filing — Digestive Specialist, Inc./Digestive Endoscopy Center, LLC 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 20241001172239NAL0013063376001) for Digestive Specialist, Inc./Digestive Endoscopy Center, LLC 401(K) Profit Sharing Plan, reported by Digestive Specialists, Inc. under EIN 31-0785715 and plan number 002. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001172239NAL0013063376001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Digestive Specialists, Inc.
- EIN
- 31-0785715
- Plan number
- 002
- Location
- Dayton, OH
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,025,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,025,559
- Employer contributions
- $873,891
- Participant contributions
- $667,489
- Total income / additions
- $6,895,557
- Benefits paid
- $1,460,984
- Administrative expenses
- $102,447
- Total expenses
- $1,563,431
- Net increase / (decrease)
- $5,332,126
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | ADVISOR | $71,668 | not reported in the loaded dataset |
| Matrix Trust Company | CUSTODIAN | $12,007 | not reported in the loaded dataset |
| Dynamic Pension Services, Inc. | TPA | $11,394 | not reported in the loaded dataset |
| Mwg Retirement Plan Services, LLC | RECORD KEEPER | $7,377 | not reported in the loaded dataset |