Georgia Urology, P.A. 401(K) Savings Plan — Form 5500 plan (Georgia Urology, P.A.)

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, Georgia Urology, P.A. 401(K) Savings Plan is a benefit plan reported by Georgia Urology, P.A. under EIN 58-1109444 and plan number 003. The latest loaded filing year is 2023. The filing reports 377 participants and $49,431,766 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Georgia Urology, P.A.
EIN
58-1109444
Plan number
003
Plan type
2
Location
Mcdonough, GA
Latest filing year
2023
Participants
377
End-of-year plan assets
$49,431,766

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023377H, C20241011124612NAL0022764737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,431,766
Total liabilities (EOY)
$655
Net assets (EOY)
$49,431,111
Net assets (BOY)
$42,741,663

Income & contributions

Employer contributions
$963,716
Participant contributions
$2,048,901
Total contributions
$3,125,411
Total income / additions
$10,204,420

Expenses & distributions

Benefits paid
$3,493,819
Administrative expenses
$21,153
Total expenses
$3,514,972
Net increase / (decrease)
$6,689,448

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gries Financial LLCADVISOR$17,570not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$3,842$02023

Related Form 5500 pages