Nephrology Associates Of Kentuckiana, P. S. C. Retirement Plan — Form 5500 plan (Nephrology Associates Of Kentuckiana, P.S.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, Nephrology Associates Of Kentuckiana, P. S. C. Retirement Plan is a benefit plan reported by Nephrology Associates Of Kentuckiana, P.S.C. under EIN 61-1141697 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $24,403,937 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nephrology Associates Of Kentuckiana, P.S.C.
EIN
61-1141697
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
127
End-of-year plan assets
$24,403,937

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20241014175940NAL0053445522001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,403,937
Net assets (EOY)
$24,403,937
Net assets (BOY)
$20,648,567

Income & contributions

Employer contributions
$871,261
Participant contributions
$685,472
Total contributions
$1,556,733
Total income / additions
$4,124,869

Expenses & distributions

Benefits paid
$285,144
Administrative expenses
$84,355
Total expenses
$369,499
Net increase / (decrease)
$3,755,370

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationRECORDKEEPER$48,279$02023
Mcgregor & Associates, IncRECORDKEEPER$10,539$02023

Related Form 5500 pages