2023 Form 5500 filing — Nephrology Associates Of Kentuckiana, P. S. C. Retirement 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 20241014175940NAL0053445522001) for Nephrology Associates Of Kentuckiana, P. S. C. Retirement Plan, reported by Nephrology Associates Of Kentuckiana, P.S.C. under EIN 61-1141697 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014175940NAL0053445522001
Filing year
2023
Form type
2
Plan sponsor
Nephrology Associates Of Kentuckiana, P.S.C.
EIN
61-1141697
Plan number
001
Location
Louisville, KY
Participants
127
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$24,403,937
Net assets (EOY)
$24,403,937
Employer contributions
$871,261
Participant contributions
$685,472
Total income / additions
$4,124,869
Benefits paid
$285,144
Administrative expenses
$84,355
Total expenses
$369,499
Net increase / (decrease)
$3,755,370
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationRECORDKEEPER$48,279$0
Mcgregor & Associates, IncRECORDKEEPER$10,539$0

Related Form 5500 pages