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AGIS RETIREMENT PLAN 401k Plan overview

Plan NameAGIS RETIREMENT PLAN
Plan identification number 001

AGIS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALEXANDRIA GASTROINTESTINAL SPECIALISTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDRIA GASTROINTESTINAL SPECIALISTS, LLC
Employer identification number (EIN):270149239
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGIS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ASHLEE NICHOLS2024-04-22 MAURY MORRISON2024-04-22
0012022-01-01ASHLEE NICHOLS2023-05-24
0012021-01-01ASHLEE NICHOLS2022-04-28
0012020-01-01KATHY STAPLETON2021-04-22
0012020-01-01KATHY STAPLETON2021-04-22
0012019-01-01KATHY STAPLETON2020-04-28 KATHY STAPLETON2020-04-28
0012018-01-01KATHY STAPLETON2019-05-07 MAURY K MORRISON2019-05-07
0012017-01-01KATHY STAPLETON2018-05-09
0012016-01-01MARGARET SANDIFER2017-06-08
0012015-01-01MAURY MORRISON2016-04-04
0012014-01-01MAURY MORRISON2015-09-09
0012013-01-01MAURY MORRISON2014-09-19
0012012-01-01MAURY MORRISON2013-09-10 MAURY MORRISON2013-09-10
0012011-01-01MAURY MORRISON2012-09-26 MAURY MORRISON2012-09-26
0012010-01-01MAURY MORRISON2011-08-26 MAURY MORRISON2011-08-26

Financial Data on AGIS RETIREMENT PLAN

Measure Date Value
2025 : AGIS RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-2133423
Net assets as of the end of the plan year2025-08-213573002
Total assets as of the beginning of the plan year2025-08-213129616
Value of plan covered by a fidelity bond2025-08-21150000
Participant contributions to plan in this plan year2025-08-2170312
Other income to plan in this plan year2025-08-21305336
Plan net income in this plan year2025-08-21443386
Net assets as of the end of the plan year2025-08-213573002
Net assets as of the beginning of the plan year2025-08-213129616
Employer contributions to plan in this plan year2025-08-21101161
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2120599
2024 : AGIS RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-04-220
Total expenses incurred by plan in this plan year2024-04-2233700
Net assets as of the end of the plan year2024-04-223129616
Total assets as of the beginning of the plan year2024-04-222650241
Value of plan covered by a fidelity bond2024-04-22150000
Participant contributions to plan in this plan year2024-04-2257863
Other income to plan in this plan year2024-04-22399313
Plan net income in this plan year2024-04-22479375
Net assets as of the end of the plan year2024-04-223129616
Net assets as of the beginning of the plan year2024-04-222650241
Value of contributions failed to transmitted timely2024-04-2218427
Employer contributions to plan in this plan year2024-04-2255899
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-2218204

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