2023 Form 5500 filing — Midlantic Urology 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 20241015094249NAL0027973521001) for Midlantic Urology 401(K) Profit Sharing Plan, reported by The Centers For Advanced Urology, LLC under EIN 47-4352018 and plan number 001. It reports 423 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094249NAL0027973521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Centers For Advanced Urology, LLC
- EIN
- 47-4352018
- Plan number
- 001
- Location
- Plymouth Meeting, PA
- Participants
- 423
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,831
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,831
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $4,160,894
- Benefits paid
- $2,500,648
- Administrative expenses
- $26,048
- Total expenses
- $2,526,696
- Net increase / (decrease)
- $1,634,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Verdence Capital Advisors LLC | ADVISOR | $32,388 | not reported in the loaded dataset |
| Schwab Retirement Plan Services, In | CUSTODIAN | $28,437 | not reported in the loaded dataset |
| Securian Financial Services Inc. | ADVISOR | $1,209 | not reported in the loaded dataset |
| Creative Planning LLC | ADVISOR | $69 | not reported in the loaded dataset |