2023 Form 5500 filing — Kansas City Urology Care P.A. 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 20241216095835NAL0000821043001) for Kansas City Urology Care P.A. 401(K) Plan, reported by Kansas City Urology Care P.A. under EIN 48-1216340 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216095835NAL0000821043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kansas City Urology Care P.A.
- EIN
- 48-1216340
- Plan number
- 001
- Location
- Lenexa, KS
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,336,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,336,244
- Employer contributions
- $1,925,913
- Participant contributions
- $1,291,711
- Total income / additions
- $8,925,347
- Benefits paid
- $4,464,325
- Administrative expenses
- $27,818
- Total expenses
- $4,492,143
- Net increase / (decrease)
- $4,433,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $12,617 | not reported in the loaded dataset |
| Financial Counselors Inc | INVESTMENT ADVISOR | $12,365 | not reported in the loaded dataset |