Aua Discretionary Contribution Plan — Form 5500 plan (Aua Urological Assocoation Education & Research, Inc.)

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, Aua Discretionary Contribution Plan is a benefit plan reported by Aua Urological Assocoation Education & Research, Inc. under EIN 43-0691437 and plan number 002. The latest loaded filing year is 2023. The filing reports 153 participants and $19,545,986 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aua Urological Assocoation Education & Research, Inc.
EIN
43-0691437
Plan number
002
Plan type
2
Location
Linthicum, MD
Latest filing year
2023
Participants
153
End-of-year plan assets
$19,545,986

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20240910100638NAL0009716864001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,545,986
Total liabilities (EOY)
$0
Net assets (EOY)
$19,545,986
Net assets (BOY)
$16,163,609

Income & contributions

Employer contributions
$1,302,146
Total contributions
$1,302,162
Total income / additions
$4,000,835

Expenses & distributions

Benefits paid
$578,816
Administrative expenses
$39,642
Total expenses
$618,458
Net increase / (decrease)
$3,382,377

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$39,641$02023
Grp Financial Robert KotlerOTHER SERVICES$0$14,4522023

Related Form 5500 pages