Idaho Urologic Institute, P.A. 401k Profit Sharing Plan — Form 5500 plan (Idaho Urologic Institute, P.A.)

Plain-English plan 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, Idaho Urologic Institute, P.A. 401k Profit Sharing Plan is a benefit plan reported by Idaho Urologic Institute, P.A. under EIN 20-1300128 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $20,794,693 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Idaho Urologic Institute, P.A.
EIN
20-1300128
Plan number
001
Plan type
2
Location
Meridian, ID
Latest filing year
2023
Participants
153
End-of-year plan assets
$20,794,693

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20241015141754NAL0058076770001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,794,693
Total liabilities (EOY)
$371
Net assets (EOY)
$20,794,322
Net assets (BOY)
$17,308,090

Income & contributions

Employer contributions
$714,340
Participant contributions
$457,643
Total contributions
$1,295,016
Total income / additions
$4,288,470

Expenses & distributions

Benefits paid
$757,833
Administrative expenses
$44,405
Total expenses
$802,238
Net increase / (decrease)
$3,486,232

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Beto Financial Group LLCINVESTMENT ADVISOR$43,567not reported in the loaded dataset2023
Capital Group Retirement ServicesRECORDKEEPER$838$02023

Related Form 5500 pages