2023 Form 5500 filing — Peninsula Gastroenterology Medical Group, Inc. 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 20241203105042NAL0005632162001) for Peninsula Gastroenterology Medical Group, Inc. 401(K) Profit Sharing Plan, reported by Peninsula Gastroenterology Medical Group, Inc. under EIN 77-0118190 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.4MReported net assets$9,377,950
Participants15
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241203105042NAL0005632162001
Plan sponsor
Peninsula Gastroenterology Medical Group, Inc.
EIN
77-0118190
Plan number
001
Location
Redwood City, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.4M total assets
Net assets$9.4MLiabilities
Money in vs. money out
Total income / additions$2M
Total expenses$195.4K
Benefits paid / distributions$132.5K
Contributions
Employer$158.8K
Participant$135.8K
Full reported line items
Total assets (EOY)
$9,377,950
Net assets (EOY)
$9,377,950
Employer contributions
$158,805
Participant contributions
$135,750
Total income / additions
$1,989,430
Benefits paid
$132,491
Administrative expenses
$62,928
Total expenses
$195,419
Net increase / (decrease)
$1,794,011

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241203105042NAL0005632162001 cover?
It is the 2023 Form 5500 filing for Peninsula Gastroenterology Medical Group, Inc. 401(K) Profit Sharing Plan, reported by Peninsula Gastroenterology Medical Group, Inc. (EIN 77-0118190).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages