Urology Healthcare Group, Inc. 401(K)/Profit Sharing Plan — Form 5500 plan (Cimplify)
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 Healthcare Group, Inc. 401(K)/Profit Sharing Plan is a benefit plan reported by Cimplify under EIN 62-1657133 and plan number 333. The latest loaded filing year is 2023. The filing reports 487 participants and $79,460,628 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cimplify
- EIN
- 62-1657133
- Plan number
- 333
- Plan type
- 3
- Location
- Franklin, TN
- Latest filing year
- 2023
- Participants
- 487
- End-of-year plan assets
- $79,460,628
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 487 | H, C | 20240724134250NAL0012697009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,460,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,460,628
- Net assets (BOY)
- $66,166,588
Income & contributions
- Employer contributions
- $3,062,660
- Participant contributions
- $1,480,231
- Total contributions
- $4,633,729
- Total income / additions
- $16,212,152
Expenses & distributions
- Benefits paid
- $2,748,743
- Administrative expenses
- $146,671
- Total expenses
- $2,918,112
- Net increase / (decrease)
- $13,294,040
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $63,540 | $0 | 2023 |
| Acuff & Associates, Inc. | CONSULTANT | $22,648 | not reported in the loaded dataset | 2023 |
| Lbmc, Pc | AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
| Lee, Danner & Bass, Inc. | ADVISOR | $13,959 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $2,032 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cimplify
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Franklin, TN
- Transamerica Retirement Solutions — Schedule C compensation
- Acuff & Associates, Inc. — Schedule C compensation
- Lbmc, Pc — Schedule C compensation
- Lee, Danner & Bass, Inc. — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation