Associated Urologists Of North Carolina, P.A. Employees 401(K) Profit Sharing Plan — Form 5500 plan (Associated Urologists Of North Carolina, 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, Associated Urologists Of North Carolina, P.A. Employees 401(K) Profit Sharing Plan is a benefit plan reported by Associated Urologists Of North Carolina, P.A. under EIN 27-2528143 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $19,653,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associated Urologists Of North Carolina, P.A.
- EIN
- 27-2528143
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $19,653,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20240909124653NAL0010388834001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,653,645
- Net assets (EOY)
- $19,653,645
- Net assets (BOY)
- $16,744,188
Income & contributions
- Employer contributions
- $816,767
- Participant contributions
- $608,733
- Total contributions
- $1,608,076
- Total income / additions
- $4,393,249
Expenses & distributions
- Benefits paid
- $1,435,548
- Administrative expenses
- $45,292
- Total expenses
- $1,483,792
- Net increase / (decrease)
- $2,909,457
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Guardian Wealth Partners Llp | INVESTMENT ADVISOR | $29,745 | not reported in the loaded dataset | 2023 |
| Mvp Plan Administrators, Inc. | RECORDKEEPER | $10,317 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $5,207 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Associated Urologists Of North Carolina, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Guardian Wealth Partners Llp — Schedule C compensation
- Mvp Plan Administrators, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation