Midwest Gastrointestinal Associates, P. C. 401(K) Safe Harbor Plan — Form 5500 plan (Midwest Gastrointestinal Assoc., Pc)
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, Midwest Gastrointestinal Associates, P. C. 401(K) Safe Harbor Plan is a benefit plan reported by Midwest Gastrointestinal Assoc., Pc under EIN 47-0772952 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $55,556,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midwest Gastrointestinal Assoc., Pc
- EIN
- 47-0772952
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 259
- End-of-year plan assets
- $55,556,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20241010110440NAL0033872688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,556,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,556,966
- Net assets (BOY)
- $47,063,774
Income & contributions
- Employer contributions
- $2,059,017
- Participant contributions
- $1,277,261
- Total contributions
- $4,501,135
- Total income / additions
- $10,948,231
Expenses & distributions
- Benefits paid
- $2,294,711
- Administrative expenses
- $130,110
- Total expenses
- $2,455,039
- Net increase / (decrease)
- $8,493,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $4,212 | $61,164 | 2023 |
| Wells Fargo Clearing Srvs | NONE | $0 | $27,633 | 2023 |
| Benefit Plans, Inc. | TPA | $5,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midwest Gastrointestinal Assoc., Pc
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- American United Life Insurance Co — Schedule C compensation
- Wells Fargo Clearing Srvs — Schedule C compensation
- Benefit Plans, Inc. — Schedule C compensation