PA GASTROENTEROLOGY CONSULTANTS, PC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023: 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-06-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-06-01 | 29 |
| Number of retired or separated participants receiving benefits | 2023-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-06-01 | 0 |
| Total of all active and inactive participants | 2023-06-01 | 29 |
| 2022: 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-12-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-12-01 | 35 |
| Number of retired or separated participants receiving benefits | 2022-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-12-01 | 0 |
| Total of all active and inactive participants | 2022-12-01 | 35 |
| 2021: 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-12-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-12-01 | 35 |
| Number of retired or separated participants receiving benefits | 2021-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-12-01 | 0 |
| Total of all active and inactive participants | 2021-12-01 | 35 |
| 2020: 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-12-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 34 |
| Number of retired or separated participants receiving benefits | 2020-12-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 0 |
| Total of all active and inactive participants | 2020-12-01 | 35 |
| 2019: 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-12-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 30 |
| Number of retired or separated participants receiving benefits | 2019-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 0 |
| Total of all active and inactive participants | 2019-12-01 | 30 |
| Measure | Date | Value |
|---|
| 2024 : 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-05-31 | $25,002 |
| Total plan liabilities at beginning of year | 2024-05-31 | $33,185 |
| Total income from all sources | 2024-05-31 | $713,981 |
| Expenses. Total of all expenses incurred | 2024-05-31 | $695,460 |
| Benefits paid (including direct rollovers) | 2024-05-31 | $242,221 |
| Total plan assets at end of year | 2024-05-31 | $280,477 |
| Total plan assets at beginning of year | 2024-05-31 | $270,139 |
| Value of fidelity bond covering the plan | 2024-05-31 | $500,000 |
| Total contributions received or receivable from participants | 2024-05-31 | $43,350 |
| Expenses. Other expenses not covered elsewhere | 2024-05-31 | $284,266 |
| Contributions received from other sources (not participants or employers) | 2024-05-31 | $0 |
| Other income received | 2024-05-31 | $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 distributions | 2024-05-31 | $166,693 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-05-31 | $2,280 |
| 2023 : 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-05-31 | $33,185 |
| Total plan liabilities at beginning of year | 2023-05-31 | $24,767 |
| Total income from all sources | 2023-05-31 | $351,551 |
| Expenses. Total of all expenses incurred | 2023-05-31 | $295,072 |
| Benefits paid (including direct rollovers) | 2023-05-31 | $107,467 |
| Total plan assets at end of year | 2023-05-31 | $270,139 |
| Total plan assets at beginning of year | 2023-05-31 | $205,242 |
| Value of fidelity bond covering the plan | 2023-05-31 | $35,000 |
| Total contributions received or receivable from participants | 2023-05-31 | $41,600 |
| Expenses. Other expenses not covered elsewhere | 2023-05-31 | $123,829 |
| Contributions received from other sources (not participants or employers) | 2023-05-31 | $0 |
| Other income received | 2023-05-31 | $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 distributions | 2023-05-31 | $62,636 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-05-31 | $1,140 |
| 2022 : 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-11-30 | $24,767 |
| Total plan liabilities at beginning of year | 2022-11-30 | $45,899 |
| Total income from all sources | 2022-11-30 | $679,609 |
| Expenses. Total of all expenses incurred | 2022-11-30 | $702,722 |
| Benefits paid (including direct rollovers) | 2022-11-30 | $300,830 |
| Total plan assets at end of year | 2022-11-30 | $205,242 |
| Total plan assets at beginning of year | 2022-11-30 | $249,487 |
| Value of fidelity bond covering the plan | 2022-11-30 | $35,000 |
| Total contributions received or receivable from participants | 2022-11-30 | $41,600 |
| Expenses. Other expenses not covered elsewhere | 2022-11-30 | $235,324 |
| Contributions received from other sources (not participants or employers) | 2022-11-30 | $11,126 |
| Other income received | 2022-11-30 | $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 distributions | 2022-11-30 | $161,026 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-11-30 | $5,542 |
| 2021 : 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-11-30 | $45,899 |
| Total plan liabilities at beginning of year | 2021-11-30 | $1,660 |
| Total income from all sources | 2021-11-30 | $562,725 |
| Expenses. Total of all expenses incurred | 2021-11-30 | $514,950 |
| Benefits paid (including direct rollovers) | 2021-11-30 | $303,969 |
| Total plan assets at end of year | 2021-11-30 | $249,487 |
| Total plan assets at beginning of year | 2021-11-30 | $157,473 |
| Value of fidelity bond covering the plan | 2021-11-30 | $35,000 |
| Total contributions received or receivable from participants | 2021-11-30 | $19,322 |
| Expenses. Other expenses not covered elsewhere | 2021-11-30 | $183,026 |
| Other income received | 2021-11-30 | $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 : 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-11-30 | $1,660 |
| Total plan liabilities at beginning of year | 2020-11-30 | $6,605 |
| Total income from all sources | 2020-11-30 | $539,408 |
| Expenses. Total of all expenses incurred | 2020-11-30 | $391,394 |
| Benefits paid (including direct rollovers) | 2020-11-30 | $211,239 |
| Total plan assets at end of year | 2020-11-30 | $157,473 |
| Total plan assets at beginning of year | 2020-11-30 | $14,404 |
| Value of fidelity bond covering the plan | 2020-11-30 | $35,000 |
| Total contributions received or receivable from participants | 2020-11-30 | $10,346 |
| Expenses. Other expenses not covered elsewhere | 2020-11-30 | $154,634 |
| Other income received | 2020-11-30 | $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 : 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-11-30 | $6,605 |
| Total plan liabilities at beginning of year | 2019-11-30 | $45,918 |
| Total income from all sources | 2019-11-30 | $446,410 |
| Expenses. Total of all expenses incurred | 2019-11-30 | $438,611 |
| Benefits paid (including direct rollovers) | 2019-11-30 | $265,884 |
| Total plan assets at end of year | 2019-11-30 | $14,404 |
| Total plan assets at beginning of year | 2019-11-30 | $45,918 |
| Value of fidelity bond covering the plan | 2019-11-30 | $35,000 |
| Total contributions received or receivable from participants | 2019-11-30 | $665 |
| Expenses. Other expenses not covered elsewhere | 2019-11-30 | $141,494 |
| Other income received | 2019-11-30 | $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 |
| 2023: 2023 form 5500 responses |
|---|
| 2023-06-01 | Type of plan entity | Single employer plan |
| 2023-06-01 | Submission has been amended | No |
| 2023-06-01 | This submission is the final filing | No |
| 2023-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-06-01 | Plan is a collectively bargained plan | No |
| 2023-06-01 | Plan funding arrangement – Insurance | Yes |
| 2023-06-01 | Plan funding arrangement – Trust | Yes |
| 2023-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-06-01 | Plan benefit arrangement - Trust | Yes |
| 2022: 2022 form 5500 responses |
|---|
| 2022-12-01 | Type of plan entity | Single employer plan |
| 2022-12-01 | Submission has been amended | No |
| 2022-12-01 | This submission is the final filing | No |
| 2022-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-12-01 | Plan is a collectively bargained plan | No |
| 2022-12-01 | Plan funding arrangement – Insurance | Yes |
| 2022-12-01 | Plan funding arrangement – Trust | Yes |
| 2022-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-12-01 | Plan benefit arrangement - Trust | Yes |
| 2021: 2021 form 5500 responses |
|---|
| 2021-12-01 | Type of plan entity | Single employer plan |
| 2021-12-01 | Submission has been amended | No |
| 2021-12-01 | This submission is the final filing | No |
| 2021-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-12-01 | Plan is a collectively bargained plan | No |
| 2021-12-01 | Plan funding arrangement – Insurance | Yes |
| 2021-12-01 | Plan funding arrangement – Trust | Yes |
| 2021-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-12-01 | Plan benefit arrangement - Trust | Yes |
| 2020: 2020 form 5500 responses |
|---|
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | Submission has been amended | No |
| 2020-12-01 | This submission is the final filing | No |
| 2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-12-01 | Plan is a collectively bargained plan | No |
| 2020-12-01 | Plan funding arrangement – Insurance | Yes |
| 2020-12-01 | Plan funding arrangement – Trust | Yes |
| 2020-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-12-01 | Plan benefit arrangement - Trust | Yes |
| 2019: 2019 form 5500 responses |
|---|
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | Submission has been amended | No |
| 2019-12-01 | This submission is the final filing | No |
| 2019-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-12-01 | Plan is a collectively bargained plan | No |
| 2019-12-01 | Plan funding arrangement – Insurance | Yes |
| 2019-12-01 | Plan funding arrangement – Trust | Yes |
| 2019-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-12-01 | Plan benefit arrangement - Trust | Yes |
| THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 ) |
| Policy contract number | 93408 |
| Policy instance | 4 |
| Insurance contract or identification number | 93408 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2023-06-01 | | Insurance policy end date | 2024-05-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $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 number | 51223 |
| Policy instance | 3 |
| Insurance contract or identification number | 51223 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2023-06-01 | | Insurance policy end date | 2024-05-31 | | Total amount of commissions paid to insurance broker | USD $174 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $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 number | 1793 |
| Policy instance | 2 |
| Insurance contract or identification number | 1793 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2023-06-01 | | Insurance policy end date | 2024-05-31 | | Total amount of commissions paid to insurance broker | USD $1,847 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $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 number | SL30800023 |
| Policy instance | 1 |
| Insurance contract or identification number | SL30800023 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2023-12-01 | | Insurance policy end date | 2024-05-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $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 number | SL30800023 |
| Policy instance | 1 |
| DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
| Policy contract number | 1793 |
| Policy instance | 2 |
| NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 ) |
| Policy contract number | 51223 |
| Policy instance | 3 |
| THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 ) |
| Policy contract number | 93408 |
| Policy instance | 4 |
| THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 ) |
| Policy contract number | 93408 |
| Policy instance | 4 |
| NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 ) |
| Policy contract number | 51223 |
| Policy instance | 3 |
| DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
| Policy contract number | 1793 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL30800023 |
| Policy instance | 1 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL30800023 |
| Policy instance | 1 |
| DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
| Policy contract number | 1793 |
| Policy instance | 2 |
| NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 ) |
| Policy contract number | 51223 |
| Policy instance | 3 |
| THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 ) |
| Policy contract number | 93408 |
| Policy instance | 4 |
| THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 ) |
| Policy contract number | 93408 |
| Policy instance | 4 |
| NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 ) |
| Policy contract number | 51223 |
| Policy instance | 3 |
| DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
| Policy contract number | 1793 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL30800023 |
| Policy instance | 1 |
