Urology America Mso 401(K) Plan — Form 5500 plan (Urology America Mso, 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, Urology America Mso 401(K) Plan is a benefit plan reported by Urology America Mso, LLC under EIN 85-1821731 and plan number 001. The latest loaded filing year is 2023. The filing reports 493 participants and $50,910,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Urology America Mso, LLC
- EIN
- 85-1821731
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 493
- End-of-year plan assets
- $50,910,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20241015180831NAL0015223075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,910,797
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,910,797
- Net assets (BOY)
- $38,745,901
Income & contributions
- Employer contributions
- $2,370,162
- Participant contributions
- $2,339,359
- Total contributions
- $7,512,273
- Total income / additions
- $14,319,808
Expenses & distributions
- Benefits paid
- $2,505,848
- Administrative expenses
- $46,605
- Total expenses
- $2,552,453
- Net increase / (decrease)
- $11,767,355
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $28,288 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | NONE | $12,181 | not reported in the loaded dataset | 2023 |
| Strategic Retirement Partners | NONE | $5,936 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Urology America Mso, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Strategic Retirement Partners — Schedule C compensation
- Matrix Trust Company — Schedule C compensation