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PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NamePA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN
Plan identification number 501

PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover

401k Sponsoring company profile

PA GASTROENTEROLOGY CONSULTANTS, PC has sponsored the creation of one or more 401k plans.

Company Name:PA GASTROENTEROLOGY CONSULTANTS, PC
Employer identification number (EIN):232028596
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-06-01
5012023-06-01TIFFNY MARTZ
5012022-12-01
5012022-12-01TIFFINY MARTZ
5012021-12-01
5012021-12-01TIFFINY MARTZ
5012020-12-01
5012019-12-01
5012018-12-01
5012017-12-01

Financial Data on PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN

Measure Date Value
2024 : PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN 2024 401k financial data
Total plan liabilities at end of year2024-05-31$25,002
Total plan liabilities at beginning of year2024-05-31$33,185
Total income from all sources2024-05-31$713,981
Expenses. Total of all expenses incurred2024-05-31$695,460
Benefits paid (including direct rollovers)2024-05-31$242,221
Total plan assets at end of year2024-05-31$280,477
Total plan assets at beginning of year2024-05-31$270,139
Value of fidelity bond covering the plan2024-05-31$500,000
Total contributions received or receivable from participants2024-05-31$43,350
Expenses. Other expenses not covered elsewhere2024-05-31$284,266
Contributions received from other sources (not participants or employers)2024-05-31$0
Other income received2024-05-31$3,486
Net income (gross income less expenses)2024-05-31$18,521
Net plan assets at end of year (total assets less liabilities)2024-05-31$255,475
Net plan assets at beginning of year (total assets less liabilities)2024-05-31$236,954
Total contributions received or receivable from employer(s)2024-05-31$667,145
Value of corrective distributions2024-05-31$166,693
Expenses. Administrative service providers (salaries,fees and commissions)2024-05-31$2,280
2023 : PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN 2023 401k financial data
Total plan liabilities at end of year2023-05-31$33,185
Total plan liabilities at beginning of year2023-05-31$24,767
Total income from all sources2023-05-31$351,551
Expenses. Total of all expenses incurred2023-05-31$295,072
Benefits paid (including direct rollovers)2023-05-31$107,467
Total plan assets at end of year2023-05-31$270,139
Total plan assets at beginning of year2023-05-31$205,242
Value of fidelity bond covering the plan2023-05-31$35,000
Total contributions received or receivable from participants2023-05-31$41,600
Expenses. Other expenses not covered elsewhere2023-05-31$123,829
Contributions received from other sources (not participants or employers)2023-05-31$0
Other income received2023-05-31$1,565
Net income (gross income less expenses)2023-05-31$56,479
Net plan assets at end of year (total assets less liabilities)2023-05-31$236,954
Net plan assets at beginning of year (total assets less liabilities)2023-05-31$180,475
Total contributions received or receivable from employer(s)2023-05-31$308,386
Value of corrective distributions2023-05-31$62,636
Expenses. Administrative service providers (salaries,fees and commissions)2023-05-31$1,140
2022 : PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN 2022 401k financial data
Total plan liabilities at end of year2022-11-30$24,767
Total plan liabilities at beginning of year2022-11-30$45,899
Total income from all sources2022-11-30$679,609
Expenses. Total of all expenses incurred2022-11-30$702,722
Benefits paid (including direct rollovers)2022-11-30$300,830
Total plan assets at end of year2022-11-30$205,242
Total plan assets at beginning of year2022-11-30$249,487
Value of fidelity bond covering the plan2022-11-30$35,000
Total contributions received or receivable from participants2022-11-30$41,600
Expenses. Other expenses not covered elsewhere2022-11-30$235,324
Contributions received from other sources (not participants or employers)2022-11-30$11,126
Other income received2022-11-30$420
Net income (gross income less expenses)2022-11-30$-23,113
Net plan assets at end of year (total assets less liabilities)2022-11-30$180,475
Net plan assets at beginning of year (total assets less liabilities)2022-11-30$203,588
Total contributions received or receivable from employer(s)2022-11-30$626,463
Value of corrective distributions2022-11-30$161,026
Expenses. Administrative service providers (salaries,fees and commissions)2022-11-30$5,542
2021 : PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN 2021 401k financial data
Total plan liabilities at end of year2021-11-30$45,899
Total plan liabilities at beginning of year2021-11-30$1,660
Total income from all sources2021-11-30$562,725
Expenses. Total of all expenses incurred2021-11-30$514,950
Benefits paid (including direct rollovers)2021-11-30$303,969
Total plan assets at end of year2021-11-30$249,487
Total plan assets at beginning of year2021-11-30$157,473
Value of fidelity bond covering the plan2021-11-30$35,000
Total contributions received or receivable from participants2021-11-30$19,322
Expenses. Other expenses not covered elsewhere2021-11-30$183,026
Other income received2021-11-30$117
Net income (gross income less expenses)2021-11-30$47,775
Net plan assets at end of year (total assets less liabilities)2021-11-30$203,588
Net plan assets at beginning of year (total assets less liabilities)2021-11-30$155,813
Total contributions received or receivable from employer(s)2021-11-30$543,286
Expenses. Administrative service providers (salaries,fees and commissions)2021-11-30$27,955
2020 : PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN 2020 401k financial data
Total plan liabilities at end of year2020-11-30$1,660
Total plan liabilities at beginning of year2020-11-30$6,605
Total income from all sources2020-11-30$539,408
Expenses. Total of all expenses incurred2020-11-30$391,394
Benefits paid (including direct rollovers)2020-11-30$211,239
Total plan assets at end of year2020-11-30$157,473
Total plan assets at beginning of year2020-11-30$14,404
Value of fidelity bond covering the plan2020-11-30$35,000
Total contributions received or receivable from participants2020-11-30$10,346
Expenses. Other expenses not covered elsewhere2020-11-30$154,634
Other income received2020-11-30$143
Net income (gross income less expenses)2020-11-30$148,014
Net plan assets at end of year (total assets less liabilities)2020-11-30$155,813
Net plan assets at beginning of year (total assets less liabilities)2020-11-30$7,799
Total contributions received or receivable from employer(s)2020-11-30$528,919
Expenses. Administrative service providers (salaries,fees and commissions)2020-11-30$25,521
2019 : PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-11-30$6,605
Total plan liabilities at beginning of year2019-11-30$45,918
Total income from all sources2019-11-30$446,410
Expenses. Total of all expenses incurred2019-11-30$438,611
Benefits paid (including direct rollovers)2019-11-30$265,884
Total plan assets at end of year2019-11-30$14,404
Total plan assets at beginning of year2019-11-30$45,918
Value of fidelity bond covering the plan2019-11-30$35,000
Total contributions received or receivable from participants2019-11-30$665
Expenses. Other expenses not covered elsewhere2019-11-30$141,494
Other income received2019-11-30$85
Net income (gross income less expenses)2019-11-30$7,799
Net plan assets at end of year (total assets less liabilities)2019-11-30$7,799
Net plan assets at beginning of year (total assets less liabilities)2019-11-30$0
Total contributions received or receivable from employer(s)2019-11-30$445,660
Expenses. Administrative service providers (salaries,fees and commissions)2019-11-30$31,233

Form 5500 Responses for PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN

2023: PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN 2023 form 5500 responses
2023-06-01Type of plan entitySingle employer plan
2023-06-01Submission has been amendedNo
2023-06-01This submission is the final filingNo
2023-06-01This return/report is a short plan year return/report (less than 12 months)No
2023-06-01Plan is a collectively bargained planNo
2023-06-01Plan funding arrangement – InsuranceYes
2023-06-01Plan funding arrangement – TrustYes
2023-06-01Plan benefit arrangement – InsuranceYes
2023-06-01Plan benefit arrangement - TrustYes
2022: PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN 2022 form 5500 responses
2022-12-01Type of plan entitySingle employer plan
2022-12-01Submission has been amendedNo
2022-12-01This submission is the final filingNo
2022-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-12-01Plan is a collectively bargained planNo
2022-12-01Plan funding arrangement – InsuranceYes
2022-12-01Plan funding arrangement – TrustYes
2022-12-01Plan benefit arrangement – InsuranceYes
2022-12-01Plan benefit arrangement - TrustYes
2021: PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Submission has been amendedNo
2021-12-01This submission is the final filingNo
2021-12-01This return/report is a short plan year return/report (less than 12 months)No
2021-12-01Plan is a collectively bargained planNo
2021-12-01Plan funding arrangement – InsuranceYes
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement – InsuranceYes
2021-12-01Plan benefit arrangement - TrustYes
2020: PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Submission has been amendedNo
2020-12-01This submission is the final filingNo
2020-12-01This return/report is a short plan year return/report (less than 12 months)No
2020-12-01Plan is a collectively bargained planNo
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement – InsuranceYes
2020-12-01Plan benefit arrangement - TrustYes
2019: PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Submission has been amendedNo
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planNo
2019-12-01Plan funding arrangement – InsuranceYes
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement – InsuranceYes
2019-12-01Plan benefit arrangement - TrustYes
2018: PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement – InsuranceYes
2018-12-01Plan benefit arrangement - TrustYes
2017: PA GASTROENTEROLOGY CONSULTANTS, PC EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01First time form 5500 has been submittedYes
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-12-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 )
Policy contract number93408
Policy instance 4
Insurance contract or identification number93408
Number of Individuals Covered0
Insurance policy start date2023-06-01
Insurance policy end date2024-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number51223
Policy instance 3
Insurance contract or identification number51223
Number of Individuals Covered28
Insurance policy start date2023-06-01
Insurance policy end date2024-05-31
Total amount of commissions paid to insurance brokerUSD $174
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,488
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number1793
Policy instance 2
Insurance contract or identification number1793
Number of Individuals Covered33
Insurance policy start date2023-06-01
Insurance policy end date2024-05-31
Total amount of commissions paid to insurance brokerUSD $1,847
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $18,468
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberSL30800023
Policy instance 1
Insurance contract or identification numberSL30800023
Number of Individuals Covered29
Insurance policy start date2023-12-01
Insurance policy end date2024-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $264,609
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberSL30800023
Policy instance 1
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number1793
Policy instance 2
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number51223
Policy instance 3
THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 )
Policy contract number93408
Policy instance 4
THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 )
Policy contract number93408
Policy instance 4
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number51223
Policy instance 3
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number1793
Policy instance 2
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberSL30800023
Policy instance 1
THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 )
Policy contract number93408
Policy instance 4
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number51223
Policy instance 3
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number1793
Policy instance 2
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberSL30800023
Policy instance 1
THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 )
Policy contract number93408
Policy instance 4
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number51223
Policy instance 3
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number1793
Policy instance 2
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberSL30800023
Policy instance 1
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberGENESIS
Policy instance 1
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number51223
Policy instance 3
THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 )
Policy contract number93408
Policy instance 4
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number1793
Policy instance 2
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number1793
Policy instance 2
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberGENESIS
Policy instance 1
THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 )
Policy contract number93408
Policy instance 4
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number51223
Policy instance 3

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