Plan5500

Employee Profit Sharing And Salary Reduction Plan Of Urology Associates, P.C. — Form 5500 plan (Urology Associates, P.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, Employee Profit Sharing And Salary Reduction Plan Of Urology Associates, P.C. is a benefit plan reported by Urology Associates, P.C. under EIN 84-1075575 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $7,540,784 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Urology Associates, P.C.
EIN
84-1075575
Plan number
001
Plan type
2
Location
Lone Tree, CO
Latest filing year
2023
Participants
137
End-of-year plan assets
$7,540,784

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241015165135NAL0057327810001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,540,784
Total liabilities (EOY)
$16,875
Net assets (EOY)
$7,523,909
Net assets (BOY)
$6,548,086

Income & contributions

Employer contributions
$284,616
Participant contributions
$242,388
Total contributions
$527,004
Total income / additions
$1,508,212

Expenses & distributions

Benefits paid
$81,347
Administrative expenses
$52,691
Total expenses
$134,038
Net increase / (decrease)
$1,374,174

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment ResearchADVISOR$12,942not reported in the loaded dataset2023
David Turner, Raymond JamesADVISOR$12,045not reported in the loaded dataset2023
Expand FinancialADVISOR$7,768not reported in the loaded dataset2023

Related Form 5500 pages