2023 Form 5500 filing — Regional Urology, LLC 401(K) Savings And 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 20241015144142NAL0014866707001) for Regional Urology, LLC 401(K) Savings And Profit Sharing Plan, reported by Regional Urology, LLC under EIN 72-1324701 and plan number 003. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.7MReported net assets$4,684,682
Participants122
Provider compensation$76.8K3 Schedule C row(s)$76,837
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015144142NAL0014866707001
- Plan sponsor
- Regional Urology, LLC
- EIN
- 72-1324701
- Plan number
- 003
- Location
- Shreveport, LA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.7M total assets
Net assets$4.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,684,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,684,682
- Total income / additions
- $1,246,981
- Benefits paid
- $5,492,404
- Administrative expenses
- $36,511
- Total expenses
- $5,528,915
- Net increase / (decrease)
- -$4,281,934
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heard, Mcelroy, & Vestal | RECORDKEEPER | $47,281 | $0 |
| Transamerica Retirement Solutions | RECORDKEEPER | $20,550 | $0 |
| Nw Mutual Wealth Mgmt Company | INVESTMENT ADVISORY-PLAN | $9,006 | not reported in the loaded dataset |