2023 Form 5500 filing — Adult And Pediatric Urology P.C. Retirement 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 20241004091024NAL0020095232001) for Adult And Pediatric Urology P.C. Retirement Plan, reported by Adult And Pediatric Urology P.C. under EIN 47-0779349 and plan number 001. It reports 103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004091024NAL0020095232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adult And Pediatric Urology P.C.
- EIN
- 47-0779349
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 103
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,282,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,282,432
- Employer contributions
- $666,603
- Participant contributions
- $483,583
- Total income / additions
- $3,076,668
- Benefits paid
- $4,087,459
- Administrative expenses
- $61,786
- Total expenses
- $4,149,245
- Net increase / (decrease)
- -$1,072,577
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Avior Wealth Management | INVESTMENT ADVISOR | $35,492 | not reported in the loaded dataset |
| Retirement Plan Consultants | RECORDKEEPER AND TPA | $22,035 | not reported in the loaded dataset |