2023 Form 5500 filing — Spokane Digestive Disease Center P.S. 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 20241015155203NAL0050289056001) for Spokane Digestive Disease Center P.S. 401(K) Profit Sharing Plan, reported by Spokane Digestive Disease Center P.S. under EIN 91-1013238 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015155203NAL0050289056001
Filing year
2023
Form type
2
Plan sponsor
Spokane Digestive Disease Center P.S.
EIN
91-1013238
Plan number
001
Location
Spokane, WA
Participants
139
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,940,252
Total liabilities (EOY)
$0
Net assets (EOY)
$8,940,252
Employer contributions
$535,461
Participant contributions
$411,512
Total income / additions
$2,125,584
Benefits paid
$3,822,455
Administrative expenses
$52,295
Total expenses
$3,876,607
Net increase / (decrease)
-$1,751,023
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Washington Trust BankOTHER$24,362not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$7,552$0
Empower Advisory Group, LLCINVESTMENT MANAGMENT$1,320not reported in the loaded dataset
Randall & HurleyCONTRACT ADMIN$500not reported in the loaded dataset
Larson Kirkpatrick GroupNONE$0not reported in the loaded dataset

Related Form 5500 pages