2023 Form 5500 filing — Employee Profit Sharing And Salary Reduction Plan Of Urology Associates, P.C.
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 20241015165135NAL0057327810001) for Employee Profit Sharing And Salary Reduction Plan Of Urology Associates, P.C., reported by Urology Associates, P.C. under EIN 84-1075575 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165135NAL0057327810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Urology Associates, P.C.
- EIN
- 84-1075575
- Plan number
- 001
- Location
- Lone Tree, CO
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,540,784
- Total liabilities (EOY)
- $16,875
- Net assets (EOY)
- $7,523,909
- Employer contributions
- $284,616
- Participant contributions
- $242,388
- Total income / additions
- $1,508,212
- Benefits paid
- $81,347
- Administrative expenses
- $52,691
- Total expenses
- $134,038
- Net increase / (decrease)
- $1,374,174
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research | ADVISOR | $12,942 | not reported in the loaded dataset |
| David Turner, Raymond James | ADVISOR | $12,045 | not reported in the loaded dataset |
| Expand Financial | ADVISOR | $7,768 | not reported in the loaded dataset |