2023 Form 5500 filing — Savings Incentive And Profit Sharing Plan For Employees Of Digestive Disease Specialists, Inc.
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 20241015105504NAL0057092386001) for Savings Incentive And Profit Sharing Plan For Employees Of Digestive Disease Specialists, Inc., reported by Digestive Disease Specialists, Inc. under EIN 73-1121127 and plan number 003. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105504NAL0057092386001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Digestive Disease Specialists, Inc.
- EIN
- 73-1121127
- Plan number
- 003
- Location
- Oklahoma City, OK
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,848,580
- Net assets (EOY)
- $33,848,580
- Employer contributions
- $1,421,368
- Participant contributions
- $670,193
- Total income / additions
- $7,975,278
- Benefits paid
- $1,432,770
- Administrative expenses
- $111,813
- Total expenses
- $1,544,583
- Net increase / (decrease)
- $6,430,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra | NONE | $77,432 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $20,915 | not reported in the loaded dataset |
| Charles Schwab | NONE | $8,746 | not reported in the loaded dataset |