Uropartners, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Uropartners, LLC)
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, Uropartners, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Uropartners, LLC under EIN 20-1780406 and plan number 001. The latest loaded filing year is 2023. The filing reports 691 participants and $28,782,507 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uropartners, LLC
- EIN
- 20-1780406
- Plan number
- 001
- Plan type
- 2
- Location
- Westchester, IL
- Latest filing year
- 2023
- Participants
- 691
- End-of-year plan assets
- $28,782,507
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 691 | H, C | 20241010132555NAL0020141073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,782,507
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,782,507
- Net assets (BOY)
- $75,154,009
Income & contributions
- Employer contributions
- $193,185
- Participant contributions
- $300,687
- Total contributions
- $493,872
- Total income / additions
- $8,778,995
Expenses & distributions
- Benefits paid
- $54,906,656
- Administrative expenses
- $243,841
- Total expenses
- $55,150,497
- Net increase / (decrease)
- -$46,371,502
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $157,154 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $46,000 | not reported in the loaded dataset | 2023 |
| Howard Simon & Associates, Inc. | CONTRACT ADMIN | $34,042 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,445 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uropartners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Westchester, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Howard Simon & Associates, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation