Plan5500

Midlantic Urology 401(K) Profit Sharing Plan — Form 5500 plan (The Centers For Advanced Urology, LLC)

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, Midlantic Urology 401(K) Profit Sharing Plan is a benefit plan reported by The Centers For Advanced Urology, LLC under EIN 47-4352018 and plan number 001. The latest loaded filing year is 2023. The filing reports 423 participants and $66,831 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Centers For Advanced Urology, LLC
EIN
47-4352018
Plan number
001
Plan type
2
Location
Plymouth Meeting, PA
Latest filing year
2023
Participants
423
End-of-year plan assets
$66,831

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023423H, C20241015094249NAL0027973521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,831
Total liabilities (EOY)
$0
Net assets (EOY)
$66,831
Net assets (BOY)
$51,336,945

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$4,160,894

Expenses & distributions

Benefits paid
$2,500,648
Administrative expenses
$26,048
Total expenses
$2,526,696
Net increase / (decrease)
$1,634,198

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Verdence Capital Advisors LLCADVISOR$32,388not reported in the loaded dataset2023
Schwab Retirement Plan Services, InCUSTODIAN$28,437not reported in the loaded dataset2023
Securian Financial Services Inc.ADVISOR$1,209not reported in the loaded dataset2023
Creative Planning LLCADVISOR$69not reported in the loaded dataset2023

Related Form 5500 pages