2023 Form 5500 filing — University Gastroenterology 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 20241007100904NAL0007474723001) for University Gastroenterology 401(K) Profit Sharing Plan, reported by University Gastroenterology, LLC under EIN 27-3407187 and plan number 002. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007100904NAL0007474723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Gastroenterology, LLC
- EIN
- 27-3407187
- Plan number
- 002
- Location
- Providence, RI
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,739,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,739,472
- Employer contributions
- $1,156,095
- Participant contributions
- $899,360
- Total income / additions
- $5,106,602
- Benefits paid
- $2,315,581
- Administrative expenses
- $56,125
- Total expenses
- $2,371,706
- Net increase / (decrease)
- $2,734,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Retirement Services | SERVICE PROVIDER | $51,125 | $0 |
| Kahn, Litwin, Renza | SERVICE PROVIDER | $15,250 | not reported in the loaded dataset |