2023 Form 5500 filing — Urology Specialists Of The Carolinas, Pllc 401(K) 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 20241009111047NAL0018203425001) for Urology Specialists Of The Carolinas, Pllc 401(K) Plan, reported by Urology Specialists Of The Carolinas, Pllc under EIN 56-2107759 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009111047NAL0018203425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Urology Specialists Of The Carolinas, Pllc
- EIN
- 56-2107759
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,215,798
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,215,798
- Employer contributions
- $804,502
- Participant contributions
- $577,383
- Total income / additions
- $6,366,333
- Benefits paid
- $3,145,186
- Administrative expenses
- $324,981
- Total expenses
- $3,470,167
- Net increase / (decrease)
- $2,896,166
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Fin. Svs. Advisors | INVESTMENT ADVISORY-PLAN | $49,842 | not reported in the loaded dataset |
| Transamerica Fin.Life Ins.Co. | RECORDKEEPER | $17,396 | $0 |
| Trinity Pension Group, LLC | RECORDKEEPER | $16,665 | $0 |
| Ac Cpa, LLC | AUDIT | $16,500 | not reported in the loaded dataset |