Spokane Digestive Disease Center P.S. 401(K) Profit Sharing Plan — Form 5500 plan (Spokane Digestive Disease Center P.S.)
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, Spokane Digestive Disease Center P.S. 401(K) Profit Sharing Plan is a benefit plan reported by Spokane Digestive Disease Center P.S. under EIN 91-1013238 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $8,940,252 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spokane Digestive Disease Center P.S.
- EIN
- 91-1013238
- Plan number
- 001
- Plan type
- 2
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $8,940,252
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20241015155203NAL0050289056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,940,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,940,252
- Net assets (BOY)
- $10,691,275
Income & contributions
- Employer contributions
- $535,461
- Participant contributions
- $411,512
- Total contributions
- $947,898
- Total income / additions
- $2,125,584
Expenses & distributions
- Benefits paid
- $3,822,455
- Administrative expenses
- $52,295
- Total expenses
- $3,876,607
- Net increase / (decrease)
- -$1,751,023
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Washington Trust Bank | OTHER | $24,362 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,552 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGMENT | $1,320 | not reported in the loaded dataset | 2023 |
| Randall & Hurley | CONTRACT ADMIN | $500 | not reported in the loaded dataset | 2023 |
| Larson Kirkpatrick Group | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spokane Digestive Disease Center P.S.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Washington Trust Bank — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Randall & Hurley — Schedule C compensation
- Larson Kirkpatrick Group — Schedule C compensation