Adult And Pediatric Urology P.C. Retirement Plan — Form 5500 plan (Adult And Pediatric Urology P.C.)
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, Adult And Pediatric Urology P.C. Retirement Plan is a benefit plan reported by Adult And Pediatric Urology P.C. under EIN 47-0779349 and plan number 001. The latest loaded filing year is 2023. The filing reports 103 participants and $13,282,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adult And Pediatric Urology P.C.
- EIN
- 47-0779349
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 103
- End-of-year plan assets
- $13,282,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 103 | H, C | 20241004091024NAL0020095232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,282,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,282,432
- Net assets (BOY)
- $14,355,009
Income & contributions
- Employer contributions
- $666,603
- Participant contributions
- $483,583
- Total contributions
- $1,215,824
- Total income / additions
- $3,076,668
Expenses & distributions
- Benefits paid
- $4,087,459
- Administrative expenses
- $61,786
- Total expenses
- $4,149,245
- Net increase / (decrease)
- -$1,072,577
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Avior Wealth Management | INVESTMENT ADVISOR | $35,492 | not reported in the loaded dataset | 2023 |
| Retirement Plan Consultants | RECORDKEEPER AND TPA | $22,035 | not reported in the loaded dataset | 2023 |