2023 Form 5500 filing — Urology Centers Of Alabama, P.C. 401(K) Profit Sharing 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 20241015125030NAL0014660979001) for Urology Centers Of Alabama, P.C. 401(K) Profit Sharing Retirement Plan, reported by Urology Centers Of Alabama, P.C. under EIN 63-0581180 and plan number 001. It reports 331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015125030NAL0014660979001
Filing year
2023
Form type
2
Plan sponsor
Urology Centers Of Alabama, P.C.
EIN
63-0581180
Plan number
001
Location
Homewood, AL
Participants
331
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$51,437,559
Total liabilities (EOY)
$0
Net assets (EOY)
$51,437,559
Employer contributions
$1,541,428
Participant contributions
$1,111,456
Total income / additions
$9,227,919
Benefits paid
$4,311,876
Administrative expenses
$87,303
Total expenses
$4,399,179
Net increase / (decrease)
$4,828,740
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alliance Bernstein LpINVESTMENT ADVISOR$56,754$0
Empower Annuity Ins Co Of AmericaRECORDKEEPER$33,330$0
Gwfs Equities IncN/A$23,674$0
Gwfs Equities IncN/A$475$0
Gwfs Equities IncOTHER$212$0
Gwfs Equities IncN/A$10$0
Kassouf Retirement Plan ServicesRECORDKEEPER, TPA$0not reported in the loaded dataset
Gwfs Equities IncN/A$0$0

Related Form 5500 pages