2023 Form 5500 filing — San Fernando Valley Urological Associates Profit Sharing Plan

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 20240829114237NAL0024331232001) for San Fernando Valley Urological Associates Profit Sharing Plan, reported by San Fernando Valley Urological Associates under EIN 95-2597573 and plan number 001. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,925,657
Participants31
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240829114237NAL0024331232001
Plan sponsor
San Fernando Valley Urological Associates
EIN
95-2597573
Plan number
001
Location
Tarzana, CA
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)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$292.7K
Total expenses$732.9K
Benefits paid / distributions$715.4K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$3,925,657
Total liabilities (EOY)
$0
Net assets (EOY)
$3,925,657
Employer contributions
$0
Participant contributions
$0
Total income / additions
$292,749
Benefits paid
$715,394
Administrative expenses
$17,531
Total expenses
$732,925
Net increase / (decrease)
-$440,176

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829114237NAL0024331232001 cover?
It is the 2023 Form 5500 filing for San Fernando Valley Urological Associates Profit Sharing Plan, reported by San Fernando Valley Urological Associates (EIN 95-2597573).
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