First Urology P.S.C. 401k Profit Sharing Plan — Form 5500 plan (First Urology P.S.C.)
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, First Urology P.S.C. 401k Profit Sharing Plan is a benefit plan reported by First Urology P.S.C. under EIN 35-1488175 and plan number 001. The latest loaded filing year is 2023. The filing reports 492 participants and $62,218,459 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Urology P.S.C.
- EIN
- 35-1488175
- Plan number
- 001
- Plan type
- 2
- Location
- Jeffersonville, IN
- Latest filing year
- 2023
- Participants
- 492
- End-of-year plan assets
- $62,218,459
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 492 | H, C | 20241010122441NAL0039997314001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,218,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,218,459
- Net assets (BOY)
- $57,480,915
Income & contributions
- Employer contributions
- $1,762,596
- Participant contributions
- $1,427,880
- Total contributions
- $3,268,206
- Total income / additions
- $12,021,821
Expenses & distributions
- Benefits paid
- $7,056,035
- Administrative expenses
- $228,242
- Total expenses
- $7,284,277
- Net increase / (decrease)
- $4,737,544
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W. Baird & Co. | NONE | $43,493 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $36,189 | not reported in the loaded dataset | 2023 |
| Securities America Inc. | NONE | $23,747 | not reported in the loaded dataset | 2023 |
| Cunningham Financial Group | NONE | $23,486 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $21,521 | not reported in the loaded dataset | 2023 |
| The Glenview Trust Company | NONE | $20,603 | not reported in the loaded dataset | 2023 |
| Charles Schwab | NONE | $14,452 | not reported in the loaded dataset | 2023 |
| Meritrust Wealth Management | NONE | $7,588 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services | NONE | $7,550 | not reported in the loaded dataset | 2023 |
| Mg Trust Co. Dba Matrix Trust Co. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for First Urology P.S.C.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Jeffersonville, IN
- Robert W. Baird & Co. — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Securities America Inc. — Schedule C compensation
- Cunningham Financial Group — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- The Glenview Trust Company — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Meritrust Wealth Management — Schedule C compensation
- Oneamerica Retirement Services — Schedule C compensation
- Mg Trust Co. Dba Matrix Trust Co. — Schedule C compensation