2023 Form 5500 filing — Urology Healthcare Group, Inc. 401(K)/Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724134250NAL0012697009001) for Urology Healthcare Group, Inc. 401(K)/Profit Sharing Plan, reported by Cimplify under EIN 62-1657133 and plan number 333. It reports 487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724134250NAL0012697009001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cimplify
- EIN
- 62-1657133
- Plan number
- 333
- Location
- Franklin, TN
- Participants
- 487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,460,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,460,628
- Employer contributions
- $3,062,660
- Participant contributions
- $1,480,231
- Total income / additions
- $16,212,152
- Benefits paid
- $2,748,743
- Administrative expenses
- $146,671
- Total expenses
- $2,918,112
- Net increase / (decrease)
- $13,294,040
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $63,540 | $0 |
| Acuff & Associates, Inc. | CONSULTANT | $22,648 | not reported in the loaded dataset |
| Lbmc, Pc | AUDITOR | $16,000 | not reported in the loaded dataset |
| Lee, Danner & Bass, Inc. | ADVISOR | $13,959 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $2,032 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |