Urology Nevada, Ltd. 401(K) Profit Sharing Plan — Form 5500 plan (Urology Nevada, Ltd.)

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, Urology Nevada, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by Urology Nevada, Ltd. under EIN 20-8628418 and plan number 002. The latest loaded filing year is 2023. The filing reports 201 participants and $16,215,937 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Urology Nevada, Ltd.
EIN
20-8628418
Plan number
002
Plan type
2
Location
Reno, NV
Latest filing year
2023
Participants
201
End-of-year plan assets
$16,215,937

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023201H, C20241014130729NAL0052363698001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,215,937
Total liabilities (EOY)
$0
Net assets (EOY)
$16,215,937
Net assets (BOY)
$12,574,265

Income & contributions

Employer contributions
$1,051,542
Participant contributions
$480,257
Total contributions
$1,651,526
Total income / additions
$3,804,123

Expenses & distributions

Benefits paid
$95,058
Administrative expenses
$67,393
Total expenses
$162,451
Net increase / (decrease)
$3,641,672

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cerity Partners, LLCNONE$23,510not reported in the loaded dataset2023
Wespac Plan Services, LLCNONE$21,097not reported in the loaded dataset2023
Wespac Advisors, LLCNONE$19,267not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$3,519not reported in the loaded dataset2023

Related Form 5500 pages