2023 Form 5500 filing — Urology Associates Of Southern Oregon 401(K) Profit Sharing Plan Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240328123230NAL0003921361001) for Urology Associates Of Southern Oregon 401(K) Profit Sharing Plan Trust, reported by Eric L Martin Md Pc under EIN 93-1177496 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,683,764
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240328123230NAL0003921361001
Plan sponsor
Eric L Martin Md Pc
EIN
93-1177496
Plan number
001
Location
Medford, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities$63
Money in vs. money out
Total income / additions$98.6K
Total expenses$75.8K
Benefits paid / distributions$63.1K
Full reported line items
Total assets (EOY)
$1,683,827
Total liabilities (EOY)
$63
Net assets (EOY)
$1,683,764
Total income / additions
$98,590
Benefits paid
$63,076
Administrative expenses
$12,747
Total expenses
$75,823
Net increase / (decrease)
$22,767

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240328123230NAL0003921361001 cover?
It is the 2023 Form 5500 filing for Urology Associates Of Southern Oregon 401(K) Profit Sharing Plan Trust, reported by Eric L Martin Md Pc (EIN 93-1177496).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages