Rockford Gastroenterology Associates, Ltd. 401(k) Plan: Login, Facts & Contact Information

Rockford Gastroenterology Associates, Ltd. 401(k) Plan Facts

Plan name
ROCKFORD GASTROENTEROLOGY ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ROCKFORD GASTROENTEROLOGY ASSOCIATES, LTD.
Participants
145 (106 active employees)
Former employees with a balance
46
Plan assets
$26,568,166 at Dec 31, 2023
Average account balance
$174,791 across 152 accounts
Employer contributions
$968,701 in plan year 2023 (61% of all contributions)
Recordkeeper
Pcs Retirement, Llc
Plan year
Jan 1, 2023 – Dec 31, 2023
Plan established
Jul 1, 1981
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Dec 13, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $1.60 million went into the plan in contributions, $968,701 of it from the employer (61%).
  • $7.70 million was paid out to participants.
  • Investment and other income added $3.89 million.
  • Administrative expenses were $171,490, about $1,128 per account.

How the Rockford Gastroenterology Associates, Ltd. 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018137$21.6 million$1.05 million$1.72 million
2019128$26.0 million$989,766$1.50 million
2020134$28.8 million$955,013$789,830
2021135$33.7 million$970,580$1.58 million
2022146$28.9 million$927,870$1.91 million
2023145$26.6 million$968,701$7.70 million

Rockford Gastroenterology Associates, Ltd. 401(k) Contact Information

Phone
815-397-7340
Mailing address
401 ROXBURY RD, ROCKFORD IL 61107
Plan sponsor
ROCKFORD GASTROENTEROLOGY ASSOCIATES, LTD.
Employer identification number (EIN)
36-3081482
Plan number
001

Questions about the Rockford Gastroenterology Associates, Ltd. 401(k)

Does Rockford Gastroenterology Associates, Ltd contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $968,701, 61% of all contributions.

Does the Rockford Gastroenterology Associates, Ltd 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Rockford Gastroenterology Associates, Ltd 401(k) plan?

145 participants at the start of plan year 2023, 106 of them active employees, and 46 former employees who still had money in the plan.

What is the average 401(k) balance at Rockford Gastroenterology Associates, Ltd?

About $174,791 per account: $26.6 million in plan assets across 152 accounts with a balance at the end of plan year 2023.

Who manages the Rockford Gastroenterology Associates, Ltd 401(k) accounts?

PCS Retirement (listed on the filing as PCS RETIREMENT, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Rockford Gastroenterology Associates, Ltd. How do I access my 401(k)?

Your account stays with PCS Retirement after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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