Florida Urology Partners, Llp 401(K) Plan — Form 5500 plan (Florida Urology Partners, Llp)
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, Florida Urology Partners, Llp 401(K) Plan is a benefit plan reported by Florida Urology Partners, Llp under EIN 26-1300103 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $24,909,807 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Florida Urology Partners, Llp
- EIN
- 26-1300103
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $24,909,807
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20241106133726NAL0019055618001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,909,807
- Net assets (EOY)
- $24,909,807
- Net assets (BOY)
- $21,508,049
Income & contributions
- Employer contributions
- $1,308,424
- Participant contributions
- $916,805
- Total contributions
- $2,494,784
- Total income / additions
- $5,560,357
Expenses & distributions
- Benefits paid
- $2,059,272
- Administrative expenses
- $99,327
- Total expenses
- $2,158,599
- Net increase / (decrease)
- $3,401,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $67,311 | $0 | 2023 |
| Ascensus LLC | OTHER SERVICES | $0 | $32,016 | 2023 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $29,129 | 2023 |
| Nova 401(K) Associates | OTHER SERVICES | $0 | $20,795 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Florida Urology Partners, Llp
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Principal Life Insurance Company — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- Raymond James & Associates, Inc. — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation