2023 Form 5500 filing — Urology America Mso 401(K) 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 20241015180831NAL0015223075001) for Urology America Mso 401(K) Plan, reported by Urology America Mso, LLC under EIN 85-1821731 and plan number 001. It reports 493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180831NAL0015223075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Urology America Mso, LLC
- EIN
- 85-1821731
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,910,797
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,910,797
- Employer contributions
- $2,370,162
- Participant contributions
- $2,339,359
- Total income / additions
- $14,319,808
- Benefits paid
- $2,505,848
- Administrative expenses
- $46,605
- Total expenses
- $2,552,453
- Net increase / (decrease)
- $11,767,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $28,288 | not reported in the loaded dataset |
| Global Retirement Partners | NONE | $12,181 | not reported in the loaded dataset |
| Strategic Retirement Partners | NONE | $5,936 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |