2023 Form 5500 filing — Houston Metro Urology, P.A. 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 20241011102002NAL0043308850001) for Houston Metro Urology, P.A. 401(K) Profit Sharing Plan, reported by Houston Metro Urology, P.A. under EIN 20-4473802 and plan number 001. It reports 179 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)$39.3MReported net assets$39,295,461
Participants179
Provider compensation$89.1K5 Schedule C row(s)$89,084
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011102002NAL0043308850001
- Plan sponsor
- Houston Metro Urology, P.A.
- EIN
- 20-4473802
- Plan number
- 001
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
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)$39.3M total assets
Net assets$39.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $39,295,461
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,295,461
- Employer contributions
- $1,185,472
- Participant contributions
- $684,965
- Total income / additions
- $7,247,134
- Benefits paid
- $1,111,730
- Administrative expenses
- $56,573
- Total expenses
- $1,168,303
- Net increase / (decrease)
- $6,078,831
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,372 | $0 |
| Cadence Insurance, Inc. | OTHER SERVICES | $0 | $21,688 |
| Alliance Benefit Group Of Houston | OTHER SERVICES | $0 | $10,823 |
| Charles Schwab & Co, Inc. | BROKER/DEALER | $201 | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |