2023 Form 5500 filing — Gastroenterology Associates Of The Piedmont, Pa Retirement Savings And 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 20250219083428NAL0003910593001) for Gastroenterology Associates Of The Piedmont, Pa Retirement Savings And Profit Sharing Plan, reported by Gastroenterology Associates Of The Piedmont, Pa under EIN 56-1251665 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250219083428NAL0003910593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gastroenterology Associates Of The Piedmont, Pa
- EIN
- 56-1251665
- Plan number
- 001
- Location
- Winston-Salem, NC
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,304,624
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,304,624
- Employer contributions
- $1,018,727
- Participant contributions
- $609,332
- Total income / additions
- $6,586,624
- Benefits paid
- $3,112,273
- Administrative expenses
- $51,287
- Total expenses
- $3,163,560
- Net increase / (decrease)
- $3,423,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel, Nicolaus & Co., Inc. | INVESTMENT ADVISOR | $507,374 | not reported in the loaded dataset |
| Capital Group Ret. Plan Services | RECORDKEEPER | $875 | $0 |