Idaho Urologic Institute, P.A. 401k Profit Sharing Plan — Form 5500 plan (Idaho Urologic Institute, P.A.)

Plain-English plan 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, Idaho Urologic Institute, P.A. 401k Profit Sharing Plan is a benefit plan reported by Idaho Urologic Institute, P.A. under EIN 20-1300128 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $20,794,693 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.8MPlan net assets, end of year$20,794,322
Participants153Covered participants reported
Assets / participant$135.9KComputed: assets ÷ participants$135,913 (computed)
Provider compensation$44.4K2 Schedule C provider row(s)$44,405
Plan sponsor
Idaho Urologic Institute, P.A.
EIN
20-1300128
Plan number
001
Plan type
2
Location
Meridian, ID
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    153 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.8M total assets
Net assets$20.8MLiabilities$371
Money in vs. money out
Total income / additions$4.3M
Total expenses$802.2K
Benefits paid / distributions$757.8K
Contributions
Employer$714.3K
Participant$457.6K
Full reported line items

Net assets

Total assets (EOY)
$20,794,693
Total liabilities (EOY)
$371
Net assets (EOY)
$20,794,322
Net assets (BOY)
$17,308,090

Income & contributions

Employer contributions
$714,340
Participant contributions
$457,643
Total contributions
$1,295,016
Total income / additions
$4,288,470

Expenses & distributions

Benefits paid
$757,833
Administrative expenses
$44,405
Total expenses
$802,238
Net increase / (decrease)
$3,486,232
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 61%Participant 39%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    INVESTMENT ADVISOR · Direct $43.6K
  2. 2
    RECORDKEEPER · Direct $838 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Idaho Urologic Institute, P.A. 401k Profit Sharing Plan?
Idaho Urologic Institute, P.A. 401k Profit Sharing Plan is reported as sponsored by Idaho Urologic Institute, P.A. (EIN 20-1300128, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Idaho Urologic Institute, P.A. 401k Profit Sharing Plan?
The latest Form 5500 filing year loaded for Idaho Urologic Institute, P.A. 401k Profit Sharing Plan is 2023.
How many participants does Idaho Urologic Institute, P.A. 401k Profit Sharing Plan report?
Idaho Urologic Institute, P.A. 401k Profit Sharing Plan reports 153 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Idaho Urologic Institute, P.A. 401k Profit Sharing Plan?
Idaho Urologic Institute, P.A. 401k Profit Sharing Plan reports $20,794,693 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages