Boulder Valley Gastroenterology, Inc. Profit Sharing Plan — Form 5500 plan (Boulder Valley Gastroenterology, 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, Boulder Valley Gastroenterology, Inc. Profit Sharing Plan is a benefit plan reported by Boulder Valley Gastroenterology, Inc. under EIN 84-1001906 and plan number 002. The latest loaded filing year is 2023. The filing reports 297 participants and $12,995,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boulder Valley Gastroenterology, Inc.
- EIN
- 84-1001906
- Plan number
- 002
- Plan type
- 2
- Location
- Louisville, CO
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $12,995,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20241015214620NAL0029725265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,995,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,995,851
- Net assets (BOY)
- $10,325,233
Income & contributions
- Employer contributions
- $566,015
- Participant contributions
- $827,267
- Total contributions
- $1,476,569
- Total income / additions
- $3,154,861
Expenses & distributions
- Benefits paid
- $388,336
- Administrative expenses
- $95,907
- Total expenses
- $484,243
- Net increase / (decrease)
- $2,670,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bdo Usa, Llp | OTHER | $47,750 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Wealth Advisors | INVESTMENT ADVISOR | $29,329 | not reported in the loaded dataset | 2023 |
| Map Retirement Usa LLC | CONTRACT ADMIN | $20,090 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boulder Valley Gastroenterology, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Louisville, CO
- Bdo Usa, Llp — Schedule C compensation
- Cliftonlarsonallen Wealth Advisors — Schedule C compensation
- Map Retirement Usa LLC — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation