Keystone Urology Specialists Retirement Plan — Form 5500 plan (Lancaster Urology, Pc)

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, Keystone Urology Specialists Retirement Plan is a benefit plan reported by Lancaster Urology, Pc under EIN 23-1740524 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $11,742,234 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.7MPlan net assets, end of year$11,742,234
Participants122Covered participants reported
Assets / participant$96.2KComputed: assets ÷ participants$96,248 (computed)
Provider compensation$29.2K3 Schedule C provider row(s)$29,213
Plan sponsor
Lancaster Urology, Pc
EIN
23-1740524
Plan number
001
Plan type
2
Location
Lancaster, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20250115162122NAL0012849491001
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)$11.7M total assets
Net assets$11.7MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$428.6K
Benefits paid / distributions$388.4K
Contributions
Employer$573.1K
Participant$475.1K
Full reported line items

Net assets

Total assets (EOY)
$11,742,234
Total liabilities (EOY)
$0
Net assets (EOY)
$11,742,234
Net assets (BOY)
$9,217,471

Income & contributions

Employer contributions
$573,066
Participant contributions
$475,111
Total contributions
$1,095,730
Total income / additions
$2,953,365

Expenses & distributions

Benefits paid
$388,389
Administrative expenses
$40,213
Total expenses
$428,602
Net increase / (decrease)
$2,524,763
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 55%Participant 45%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$18,213$02023
Global Retirement PartnersINVESTMENT/FINANCIAL ADVI$11,000$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages