Houston Metro Urology, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Houston Metro Urology, 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, Houston Metro Urology, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Houston Metro Urology, P.A. under EIN 20-4473802 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $39,295,461 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Houston Metro Urology, P.A.
- EIN
- 20-4473802
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $39,295,461
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241011102002NAL0043308850001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,295,461
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,295,461
- Net assets (BOY)
- $33,216,630
Income & contributions
- Employer contributions
- $1,185,472
- Participant contributions
- $684,965
- Total contributions
- $1,947,285
- Total income / additions
- $7,247,134
Expenses & distributions
- Benefits paid
- $1,111,730
- Administrative expenses
- $56,573
- Total expenses
- $1,168,303
- Net increase / (decrease)
- $6,078,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,372 | $0 | 2023 |
| Cadence Insurance, Inc. | OTHER SERVICES | $0 | $21,688 | 2023 |
| Alliance Benefit Group Of Houston | OTHER SERVICES | $0 | $10,823 | 2023 |
| Charles Schwab & Co, Inc. | BROKER/DEALER | $201 | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Houston Metro Urology, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Principal Life Insurance Company — Schedule C compensation
- Cadence Insurance, Inc. — Schedule C compensation
- Alliance Benefit Group Of Houston — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation