Urology Of Indiana, LLC 401(K) Plan — Form 5500 plan (Urology Of Indiana, LLC)

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 Of Indiana, LLC 401(K) Plan is a benefit plan reported by Urology Of Indiana, LLC under EIN 35-1998209 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $60,792,079 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Urology Of Indiana, LLC
EIN
35-1998209
Plan number
001
Plan type
2
Location
Greenwood, IN
Latest filing year
2023
Participants
287
End-of-year plan assets
$60,792,079

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023287H, C20250708110251NAL0011042818001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,792,079
Net assets (EOY)
$60,792,079
Net assets (BOY)
$55,683,491

Income & contributions

Employer contributions
$1,841,995
Participant contributions
$1,612,841
Total contributions
$3,624,972
Total income / additions
$12,802,865

Expenses & distributions

Benefits paid
$7,507,258
Administrative expenses
$187,019
Total expenses
$7,694,277
Net increase / (decrease)
$5,108,588

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$43,696not reported in the loaded dataset2023
Procourse Fiduciary AdvisorsNONE$24,500not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages