2023 Form 5500 filing — Florida Urology Partners, Llp 401(K) 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 20241106133726NAL0019055618001) for Florida Urology Partners, Llp 401(K) Plan, reported by Florida Urology Partners, Llp under EIN 26-1300103 and plan number 001. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241106133726NAL0019055618001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Florida Urology Partners, Llp
- EIN
- 26-1300103
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,909,807
- Net assets (EOY)
- $24,909,807
- Employer contributions
- $1,308,424
- Participant contributions
- $916,805
- Total income / additions
- $5,560,357
- Benefits paid
- $2,059,272
- Administrative expenses
- $99,327
- Total expenses
- $2,158,599
- Net increase / (decrease)
- $3,401,758
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $67,311 | $0 |
| Ascensus LLC | OTHER SERVICES | $0 | $32,016 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $29,129 |
| Nova 401(K) Associates | OTHER SERVICES | $0 | $20,795 |