2023 Form 5500 filing — First Urology P.S.C. 401k 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 20241010122441NAL0039997314001) for First Urology P.S.C. 401k Profit Sharing Plan, reported by First Urology P.S.C. under EIN 35-1488175 and plan number 001. It reports 492 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010122441NAL0039997314001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Urology P.S.C.
- EIN
- 35-1488175
- Plan number
- 001
- Location
- Jeffersonville, IN
- Participants
- 492
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,218,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,218,459
- Employer contributions
- $1,762,596
- Participant contributions
- $1,427,880
- Total income / additions
- $12,021,821
- Benefits paid
- $7,056,035
- Administrative expenses
- $228,242
- Total expenses
- $7,284,277
- Net increase / (decrease)
- $4,737,544
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Robert W. Baird & Co. | NONE | $43,493 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $36,189 | not reported in the loaded dataset |
| Securities America Inc. | NONE | $23,747 | not reported in the loaded dataset |
| Cunningham Financial Group | NONE | $23,486 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $21,521 | not reported in the loaded dataset |
| The Glenview Trust Company | NONE | $20,603 | not reported in the loaded dataset |
| Charles Schwab | NONE | $14,452 | not reported in the loaded dataset |
| Meritrust Wealth Management | NONE | $7,588 | not reported in the loaded dataset |
| Oneamerica Retirement Services | NONE | $7,550 | not reported in the loaded dataset |
| Mg Trust Co. Dba Matrix Trust Co. | NONE | $0 | $0 |