2023 Form 5500 filing — Urologic Specialists Of Oklahoma, Inc. 401(K) 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 20241011092920NAL0012326435001) for Urologic Specialists Of Oklahoma, Inc. 401(K) Profit Sharing Plan, reported by Urologic Specialists Of Oklahoma, Inc. under EIN 73-0729369 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$56MReported net assets$56,048,844

Participants263

Provider compensation$148.3K3 Schedule C row(s)$148,259

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011092920NAL0012326435001
Plan sponsor: Urologic Specialists Of Oklahoma, Inc.
EIN: 73-0729369
Plan number: 001
Location: Tulsa, OK
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$56M total assets

Net assets$56MLiabilities$0

Money in vs. money out

Total income / additions$10.6M

Total expenses$2.3M

Benefits paid / distributions$2.1M

Contributions

Employer$1.5M

Participant$892.5K

Full reported line items

Total assets (EOY): $56,048,844
Total liabilities (EOY): $0
Net assets (EOY): $56,048,844
Employer contributions: $1,474,168
Participant contributions: $892,484
Total income / additions: $10,643,259
Benefits paid: $2,104,491
Administrative expenses: $146,713
Total expenses: $2,251,204
Net increase / (decrease): $8,392,055

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Upal$126K
PLAN ADMINISTRATION · Direct $126K
2
R J Cloud Advisors & Company$19.2K
INVESTMENT ADVISOR · Direct $19.2K
3
Bokf, Na$3K
TRUSTEE · Direct $3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011092920NAL0012326435001 cover?: It is the 2023 Form 5500 filing for Urologic Specialists Of Oklahoma, Inc. 401(K) Profit Sharing Plan, reported by Urologic Specialists Of Oklahoma, Inc. (EIN 73-0729369).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).