Urology Specialists Of The Carolinas, Pllc 401(K) Plan — Form 5500 plan (Urology Specialists Of The Carolinas, 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, Urology Specialists Of The Carolinas, Pllc 401(K) Plan is a benefit plan reported by Urology Specialists Of The Carolinas, Pllc under EIN 56-2107759 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $28,215,798 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Urology Specialists Of The Carolinas, Pllc
- EIN
- 56-2107759
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $28,215,798
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241009111047NAL0018203425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,215,798
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,215,798
- Net assets (BOY)
- $25,319,632
Income & contributions
- Employer contributions
- $804,502
- Participant contributions
- $577,383
- Total contributions
- $1,391,558
- Total income / additions
- $6,366,333
Expenses & distributions
- Benefits paid
- $3,145,186
- Administrative expenses
- $324,981
- Total expenses
- $3,470,167
- Net increase / (decrease)
- $2,896,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Fin. Svs. Advisors | INVESTMENT ADVISORY-PLAN | $49,842 | not reported in the loaded dataset | 2023 |
| Transamerica Fin.Life Ins.Co. | RECORDKEEPER | $17,396 | $0 | 2023 |
| Trinity Pension Group, LLC | RECORDKEEPER | $16,665 | $0 | 2023 |
| Ac Cpa, LLC | AUDIT | $16,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Urology Specialists Of The Carolinas, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Raymond James Fin. Svs. Advisors — Schedule C compensation
- Transamerica Fin.Life Ins.Co. — Schedule C compensation
- Trinity Pension Group, LLC — Schedule C compensation
- Ac Cpa, LLC — Schedule C compensation