2023 Form 5500 filing — Associated Urologists Of North Carolina, P.A. Employees 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 20240909124653NAL0010388834001) for Associated Urologists Of North Carolina, P.A. Employees 401(K) Profit Sharing Plan, reported by Associated Urologists Of North Carolina, P.A. under EIN 27-2528143 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909124653NAL0010388834001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associated Urologists Of North Carolina, P.A.
- EIN
- 27-2528143
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,653,645
- Net assets (EOY)
- $19,653,645
- Employer contributions
- $816,767
- Participant contributions
- $608,733
- Total income / additions
- $4,393,249
- Benefits paid
- $1,435,548
- Administrative expenses
- $45,292
- Total expenses
- $1,483,792
- Net increase / (decrease)
- $2,909,457
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Guardian Wealth Partners Llp | INVESTMENT ADVISOR | $29,745 | not reported in the loaded dataset |
| Mvp Plan Administrators, Inc. | RECORDKEEPER | $10,317 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $5,207 | not reported in the loaded dataset |