Plan5500

General Physician, P.C. 401(K) Plan — Form 5500 plan (General Physician, P.C.)

Plain-English plan 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, General Physician, P.C. 401(K) Plan is a benefit plan reported by General Physician, P.C. under EIN 16-1460136 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,426 participants and $56,887,511 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
General Physician, P.C.
EIN
16-1460136
Plan number
001
Plan type
2
Location
Buffalo, NY
Latest filing year
2023
Participants
1,426
End-of-year plan assets
$56,887,511

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,426H, C20241014112055NAL0026027809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,887,511
Total liabilities (EOY)
$0
Net assets (EOY)
$56,887,511
Net assets (BOY)
$40,388,269

Income & contributions

Employer contributions
$2,960,181
Participant contributions
$6,396,833
Total contributions
$13,004,540
Total income / additions
$20,836,785

Expenses & distributions

Benefits paid
$4,186,249
Administrative expenses
$151,294
Total expenses
$4,337,543
Net increase / (decrease)
$16,499,242

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$152,542$02023
Lawley Retirement Advisors, LLCNONE$20,000not reported in the loaded dataset2023

Related Form 5500 pages