Gastroenterology Group Of Rochester, Llp Profit Sharing And 401(K) Plan — Form 5500 plan (Gastroenterology Group Of Rochester Llp)
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, Gastroenterology Group Of Rochester, Llp Profit Sharing And 401(K) Plan is a benefit plan reported by Gastroenterology Group Of Rochester Llp under EIN 16-1563898 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $14,051,200 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gastroenterology Group Of Rochester Llp
- EIN
- 16-1563898
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $14,051,200
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241018133109NAL0019219603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,051,200
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,051,200
- Net assets (BOY)
- $11,769,875
Income & contributions
- Employer contributions
- $4,647
- Participant contributions
- $274,142
- Total contributions
- $278,789
- Total income / additions
- $2,373,105
Expenses & distributions
- Benefits paid
- $60,579
- Administrative expenses
- $31,201
- Total expenses
- $91,780
- Net increase / (decrease)
- $2,281,325
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | RECORDKEEPER | $10,400 | not reported in the loaded dataset | 2023 |
| Courier Capital | ADVISOR | $8,750 | not reported in the loaded dataset | 2023 |
| Hnp Capital, LLC | ADVISOR | $8,750 | not reported in the loaded dataset | 2023 |
| Benefits Management, Inc. | THIRD PARTY ADMIN. | $4,426 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gastroenterology Group Of Rochester Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- The Vanguard Group, Inc. — Schedule C compensation
- Courier Capital — Schedule C compensation
- Hnp Capital, LLC — Schedule C compensation
- Benefits Management, Inc. — Schedule C compensation