2023 Form 5500 filing — Aua Discretionary Contribution 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 20240910100638NAL0009716864001) for Aua Discretionary Contribution Plan, reported by Aua Urological Assocoation Education & Research, Inc. under EIN 43-0691437 and plan number 002. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910100638NAL0009716864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aua Urological Assocoation Education & Research, Inc.
- EIN
- 43-0691437
- Plan number
- 002
- Location
- Linthicum, MD
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,545,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,545,986
- Employer contributions
- $1,302,146
- Total income / additions
- $4,000,835
- Benefits paid
- $578,816
- Administrative expenses
- $39,642
- Total expenses
- $618,458
- Net increase / (decrease)
- $3,382,377
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $39,641 | $0 |
| Grp Financial Robert Kotler | OTHER SERVICES | $0 | $14,452 |