Carolina Urology Partners, Pllc Employees' 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Carolina Urology Partners, Pllc)
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, Carolina Urology Partners, Pllc Employees' 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Carolina Urology Partners, Pllc under EIN 27-3905550 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $28,474,164 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carolina Urology Partners, Pllc
- EIN
- 27-3905550
- Plan number
- 001
- Plan type
- 2
- Location
- Huntersville, NC
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $28,474,164
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20241014082704NAL0013007619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,474,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,474,164
- Net assets (BOY)
- $23,749,230
Income & contributions
- Employer contributions
- $1,052,546
- Participant contributions
- $1,058,261
- Total contributions
- $2,234,166
- Total income / additions
- $5,695,799
Expenses & distributions
- Benefits paid
- $885,994
- Administrative expenses
- $84,871
- Total expenses
- $970,865
- Net increase / (decrease)
- $4,724,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $45,441 | $0 | 2023 |
| Kestra Advisory Services LLC | FINANCIAL ADVISOR | $35,993 | not reported in the loaded dataset | 2023 |
| Gilliam Bell Moser Llp | CONTRACT ADMINISTRATOR | $500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carolina Urology Partners, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Huntersville, NC
- Empower Annuity Insurance Company — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Gilliam Bell Moser Llp — Schedule C compensation