2023 Form 5500 filing — Keystone Urology Specialists 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 20250115162122NAL0012849491001) for Keystone Urology Specialists Retirement Plan, reported by Lancaster Urology, Pc under EIN 23-1740524 and plan number 001. It reports 122 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)$11.7MReported net assets$11,742,234
Participants122
Provider compensation$29.2K3 Schedule C row(s)$29,213
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250115162122NAL0012849491001
- Plan sponsor
- Lancaster Urology, Pc
- EIN
- 23-1740524
- Plan number
- 001
- Location
- Lancaster, PA
- 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)$11.7M total assets
Net assets$11.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,742,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,742,234
- Employer contributions
- $573,066
- Participant contributions
- $475,111
- Total income / additions
- $2,953,365
- Benefits paid
- $388,389
- Administrative expenses
- $40,213
- Total expenses
- $428,602
- Net increase / (decrease)
- $2,524,763
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $18,213 | $0 |
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $11,000 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |