Plan5500

Gastrointestinal Specialists, Inc. Profit-Sharing Plan And Trust — Form 5500 plan (Gastrointestinal Specialists, Inc.)

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, Gastrointestinal Specialists, Inc. Profit-Sharing Plan And Trust is a benefit plan reported by Gastrointestinal Specialists, Inc. under EIN 54-1062007 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $30,880,560 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30.9MPlan net assets, end of year$30,880,560
Participants136Covered participants reported
Assets / participant$227.1KComputed: assets ÷ participants$227,063 (computed)
Provider compensationNone reported
Plan sponsor
Gastrointestinal Specialists, Inc.
EIN
54-1062007
Plan number
001
Plan type
2
Location
Richmond, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H20240920070921NAL0007482769001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$30.9M total assets
Net assets$30.9MLiabilities$0
Money in vs. money out
Total income / additions$8M
Total expenses$4.3M
Benefits paid / distributions$4.3M
Contributions
Employer$1.3M
Participant$147.3K
Full reported line items

Net assets

Total assets (EOY)
$30,880,560
Total liabilities (EOY)
$0
Net assets (EOY)
$30,880,560
Net assets (BOY)
$27,239,134

Income & contributions

Employer contributions
$1,342,154
Participant contributions
$147,348
Total contributions
$1,591,580
Total income / additions
$7,955,646

Expenses & distributions

Benefits paid
$4,311,691
Administrative expenses
$2,529
Total expenses
$4,314,220
Net increase / (decrease)
$3,641,426
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 90%Participant 10%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income54%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages