Gastrointestinal Associates, P.C. Retirement Plan — Form 5500 plan (Gastrointestinal Associates, 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, Gastrointestinal Associates, P.C. Retirement Plan is a benefit plan reported by Gastrointestinal Associates, P.C. under EIN 62-0863523 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $28,067,660 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gastrointestinal Associates, P.C.
EIN
62-0863523
Plan number
002
Plan type
2
Location
Knoxville, TN
Latest filing year
2023
Participants
173
End-of-year plan assets
$28,067,660

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241014153032NAL0013541011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,067,660
Total liabilities (EOY)
$0
Net assets (EOY)
$28,067,660
Net assets (BOY)
$23,449,546

Income & contributions

Employer contributions
$903,260
Participant contributions
$626,173
Total contributions
$1,708,819
Total income / additions
$5,514,354

Expenses & distributions

Benefits paid
$832,343
Administrative expenses
$63,897
Total expenses
$896,240
Net increase / (decrease)
$4,618,114

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Trust CompanyTRUSTEE$25,538$02023
Pya Waltman Capital LLCADVISOR$23,000not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$15,359$02023

Related Form 5500 pages