Orange County Urology Associates 401(K) Profit Sharing Plan — Form 5500 plan (Orange County Urology Associates, Inc. A Medical Group)
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, Orange County Urology Associates 401(K) Profit Sharing Plan is a benefit plan reported by Orange County Urology Associates, Inc. A Medical Group under EIN 57-1143045 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $17,957,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orange County Urology Associates, Inc. A Medical Group
- EIN
- 57-1143045
- Plan number
- 001
- Plan type
- 2
- Location
- Laguna Hills, CA
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $17,957,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241015180827NAL0059096066001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,957,239
- Total liabilities (EOY)
- $52
- Net assets (EOY)
- $17,957,187
- Net assets (BOY)
- $19,174,453
Income & contributions
- Employer contributions
- $826,705
- Participant contributions
- $591,082
- Total contributions
- $1,417,787
- Total income / additions
- $732,631
Expenses & distributions
- Benefits paid
- $1,891,072
- Administrative expenses
- $58,825
- Total expenses
- $1,949,897
- Net increase / (decrease)
- -$1,217,266
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Signature Estate And Investment Adv | INVESTMENT ADVISORY -PLAN | $11,733 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $9,731 | $0 | 2023 |
| Tri-Ad Actuaries, Inc. | NONE | $9,212 | $0 | 2023 |
| Envestnet Asset Management Inc | SECURITIES BROKERAGE | $7,137 | $0 | 2023 |
| Signature Estate & Investment | SECURITIES BROKERAGE | $3,414 | $0 | 2023 |
| Mercer Global Advisors Inc | SECURITIES BROKERAGE | $2,537 | $0 | 2023 |
| Futureplan By Ascensus- Kravitz | RECORDKEEPER | $2,425 | $0 | 2023 |
| Ep Wealth Advisors LLC | SECURITIES BROKERAGE | $1,659 | $0 | 2023 |
| Spectrum Pension Consultants, Inc. | RECORDKEEPER | $0 | $367 | 2023 |
| Charles Schwab & Co. Inc. | SECUTITIES BROKERAGE | $148 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orange County Urology Associates, Inc. A Medical Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Laguna Hills, CA
- Signature Estate And Investment Adv — Schedule C compensation
- Transamerica Retirement Solutions, — Schedule C compensation
- Tri-Ad Actuaries, Inc. — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Signature Estate & Investment — Schedule C compensation
- Mercer Global Advisors Inc — Schedule C compensation
- Futureplan By Ascensus- Kravitz — Schedule C compensation
- Ep Wealth Advisors LLC — Schedule C compensation
- Spectrum Pension Consultants, Inc. — Schedule C compensation
- Charles Schwab & Co. Inc. — Schedule C compensation