2023 Form 5500 filing — Saratoga-Schenectady Gastroenterology Assocs. 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 20241015180445NAL0017015219003) for Saratoga-Schenectady Gastroenterology Assocs. P.C. Retirement Plan, reported by Saratoga-Schenectady Gastroenterology Assocs Pc under EIN 14-1556189 and plan number 002. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$28.5MReported net assets$28,450,969
Participants181
Provider compensation$103.8K3 Schedule C row(s)$103,850
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015180445NAL0017015219003
- Plan sponsor
- Saratoga-Schenectady Gastroenterology Assocs Pc
- EIN
- 14-1556189
- Plan number
- 002
- Location
- Burnt Hills, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$28.5M total assets
Net assets$28.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $28,450,969
- Net assets (EOY)
- $28,450,969
- Employer contributions
- $930,783
- Participant contributions
- $879,078
- Total income / additions
- $6,195,076
- Benefits paid
- $620,472
- Administrative expenses
- $107,867
- Total expenses
- $729,125
- Net increase / (decrease)
- $5,465,951
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc. | ADVISOR | $59,434 | $0 |
| Newport Group, Inc. | RECORDKEEPER | $34,761 | $0 |
| Mengel, Metzger, Barr & Co., Llp | AUDITOR | $9,655 | not reported in the loaded dataset |