Urgent Care For Kids 401(K) Plan — Form 5500 plan (Urgent Care For Kids, 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, Urgent Care For Kids 401(K) Plan is a benefit plan reported by Urgent Care For Kids, LLC under EIN 45-2438497 and plan number 001. The latest loaded filing year is 2023. The filing reports 459 participants and $1,770,252 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Urgent Care For Kids, LLC
EIN
45-2438497
Plan number
001
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
Participants
459
End-of-year plan assets
$1,770,252

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023459H, C20241011154802NAL0022259201005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,770,252
Net assets (EOY)
$1,770,252
Net assets (BOY)
$1,202,550

Income & contributions

Employer contributions
$0
Participant contributions
$456,798
Total contributions
$502,781
Total income / additions
$732,210

Expenses & distributions

Benefits paid
$140,894
Administrative expenses
$23,614
Total expenses
$164,508
Net increase / (decrease)
$567,702

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Life Agency, Inc.INVESTMENT ADVISORY PLAN$10,814$02023
Transamerica Life Insurance CompanyRECORDKEEPER$10,049$02023
Nova 401(K) Associates LpTHIRD PARTY ADMINISTRATORnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages