2023 Form 5500 filing — Gastroenterology Associates, P.A Profit Sharing Plan And Trust

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 20241205090150NAL0007291552001) for Gastroenterology Associates, P.A Profit Sharing Plan And Trust, reported by Gastroenterology Associates Pa under EIN 57-0669903 and plan number 001. It reports 312 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)$31.5MReported net assets$31,479,446

Participants312

Provider compensation$752.2K5 Schedule C row(s)$752,188

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241205090150NAL0007291552001
Plan sponsor: Gastroenterology Associates Pa
EIN: 57-0669903
Plan number: 001
Location: Greenville, SC
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$31.5M total assets

Net assets$31.5MLiabilities$0

Money in vs. money out

Total income / additions$7.3M

Total expenses$6.7M

Benefits paid / distributions$5.9M

Contributions

Employer$1.4M

Participant$1.1M

Full reported line items

Total assets (EOY): $31,479,446
Total liabilities (EOY): $0
Net assets (EOY): $31,479,446
Employer contributions: $1,356,609
Participant contributions: $1,062,471
Total income / additions: $7,306,178
Benefits paid: $5,946,870
Administrative expenses: $752,189
Total expenses: $6,699,059
Net increase / (decrease): $607,119

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Metroplitain Life Insurance Company$624.1K
INSURANCE SERVICE · Direct $624.1K · Indirect $0
2
Adp, Inc.$40.2K
RECORD KEEPER · Direct $40.2K · Indirect $0
3
Royal Alliance Associates, Inc.$37.3K
INVESTMENT/FINANCIAL ADVI · Direct $37.3K · Indirect $0
4
American Trust Company$34.1K
CONTRACT ADMIN · Direct $34.1K · Indirect $0
5
Vista Partner Of Baird$16.4K
ADVISORY · Direct $16.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241205090150NAL0007291552001 cover?: It is the 2023 Form 5500 filing for Gastroenterology Associates, P.A Profit Sharing Plan And Trust, reported by Gastroenterology Associates Pa (EIN 57-0669903).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).