2023 Form 5500 filing — Carolina Urology Partners, Pllc Employees' 401(K) Profit Sharing Plan And Trust
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 20241014082704NAL0013007619001) for Carolina Urology Partners, Pllc Employees' 401(K) Profit Sharing Plan And Trust, reported by Carolina Urology Partners, Pllc under EIN 27-3905550 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082704NAL0013007619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carolina Urology Partners, Pllc
- EIN
- 27-3905550
- Plan number
- 001
- Location
- Huntersville, NC
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,474,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,474,164
- Employer contributions
- $1,052,546
- Participant contributions
- $1,058,261
- Total income / additions
- $5,695,799
- Benefits paid
- $885,994
- Administrative expenses
- $84,871
- Total expenses
- $970,865
- Net increase / (decrease)
- $4,724,934
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $45,441 | $0 |
| Kestra Advisory Services LLC | FINANCIAL ADVISOR | $35,993 | not reported in the loaded dataset |
| Gilliam Bell Moser Llp | CONTRACT ADMINISTRATOR | $500 | $0 |