2023 Form 5500 filing — Houston Metro Urology, P.A. 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 20241011102002NAL0043308850001) for Houston Metro Urology, P.A. 401(K) Profit Sharing Plan, reported by Houston Metro Urology, P.A. under EIN 20-4473802 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011102002NAL0043308850001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Houston Metro Urology, P.A.
- EIN
- 20-4473802
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,295,461
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,295,461
- Employer contributions
- $1,185,472
- Participant contributions
- $684,965
- Total income / additions
- $7,247,134
- Benefits paid
- $1,111,730
- Administrative expenses
- $56,573
- Total expenses
- $1,168,303
- Net increase / (decrease)
- $6,078,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,372 | $0 |
| Cadence Insurance, Inc. | OTHER SERVICES | $0 | $21,688 |
| Alliance Benefit Group Of Houston | OTHER SERVICES | $0 | $10,823 |
| Charles Schwab & Co, Inc. | BROKER/DEALER | $201 | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |