Kansas City Urology Care P.A. 401(K) Plan — Form 5500 plan (Kansas City Urology Care 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, Kansas City Urology Care P.A. 401(K) Plan is a benefit plan reported by Kansas City Urology Care P.A. under EIN 48-1216340 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $40,336,244 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kansas City Urology Care P.A.
- EIN
- 48-1216340
- Plan number
- 001
- Plan type
- 2
- Location
- Lenexa, KS
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $40,336,244
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241216095835NAL0000821043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,336,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,336,244
- Net assets (BOY)
- $35,903,040
Income & contributions
- Employer contributions
- $1,925,913
- Participant contributions
- $1,291,711
- Total contributions
- $3,281,482
- Total income / additions
- $8,925,347
Expenses & distributions
- Benefits paid
- $4,464,325
- Administrative expenses
- $27,818
- Total expenses
- $4,492,143
- Net increase / (decrease)
- $4,433,204
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $12,617 | not reported in the loaded dataset | 2023 |
| Financial Counselors Inc | INVESTMENT ADVISOR | $12,365 | not reported in the loaded dataset | 2023 |