Keystone Urology Specialists Retirement Plan — Form 5500 plan (Lancaster Urology, Pc)

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, Keystone Urology Specialists Retirement Plan is a benefit plan reported by Lancaster Urology, Pc under EIN 23-1740524 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $11,742,234 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lancaster Urology, Pc
EIN
23-1740524
Plan number
001
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
122
End-of-year plan assets
$11,742,234

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20250115162122NAL0012849491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,742,234
Total liabilities (EOY)
$0
Net assets (EOY)
$11,742,234
Net assets (BOY)
$9,217,471

Income & contributions

Employer contributions
$573,066
Participant contributions
$475,111
Total contributions
$1,095,730
Total income / additions
$2,953,365

Expenses & distributions

Benefits paid
$388,389
Administrative expenses
$40,213
Total expenses
$428,602
Net increase / (decrease)
$2,524,763

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$18,213$02023
Global Retirement PartnersINVESTMENT/FINANCIAL ADVI$11,000$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages