2023 Form 5500 filing — Gastrointestinal Associates, P.C. Retirement 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 20241014153032NAL0013541011001) for Gastrointestinal Associates, P.C. Retirement Plan, reported by Gastrointestinal Associates, P.C. under EIN 62-0863523 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153032NAL0013541011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gastrointestinal Associates, P.C.
- EIN
- 62-0863523
- Plan number
- 002
- Location
- Knoxville, TN
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,067,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,067,660
- Employer contributions
- $903,260
- Participant contributions
- $626,173
- Total income / additions
- $5,514,354
- Benefits paid
- $832,343
- Administrative expenses
- $63,897
- Total expenses
- $896,240
- Net increase / (decrease)
- $4,618,114
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Trust Company | TRUSTEE | $25,538 | $0 |
| Pya Waltman Capital LLC | ADVISOR | $23,000 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $15,359 | $0 |