Gastroenterology Associates Of The Piedmont, Pa Retirement Savings And Profit Sharing Plan — Form 5500 plan (Gastroenterology Associates Of The Piedmont, Pa)

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 Associates Of The Piedmont, Pa Retirement Savings And Profit Sharing Plan is a benefit plan reported by Gastroenterology Associates Of The Piedmont, Pa under EIN 56-1251665 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $32,304,624 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gastroenterology Associates Of The Piedmont, Pa
EIN
56-1251665
Plan number
001
Plan type
2
Location
Winston-Salem, NC
Latest filing year
2023
Participants
165
End-of-year plan assets
$32,304,624

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20250219083428NAL0003910593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,304,624
Total liabilities (EOY)
$0
Net assets (EOY)
$32,304,624
Net assets (BOY)
$28,881,560

Income & contributions

Employer contributions
$1,018,727
Participant contributions
$609,332
Total contributions
$2,634,618
Total income / additions
$6,586,624

Expenses & distributions

Benefits paid
$3,112,273
Administrative expenses
$51,287
Total expenses
$3,163,560
Net increase / (decrease)
$3,423,064

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stifel, Nicolaus & Co., Inc.INVESTMENT ADVISOR$507,374not reported in the loaded dataset2023
Capital Group Ret. Plan ServicesRECORDKEEPER$875$02023

Related Form 5500 pages