Plan5500

Regional Urology, LLC 401(K) Savings And Profit Sharing Plan — Form 5500 plan (Regional Urology, LLC)

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, Regional Urology, LLC 401(K) Savings And Profit Sharing Plan is a benefit plan reported by Regional Urology, LLC under EIN 72-1324701 and plan number 003. The latest loaded filing year is 2023. The filing reports 122 participants and $4,684,682 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Regional Urology, LLC
EIN
72-1324701
Plan number
003
Plan type
2
Location
Shreveport, LA
Latest filing year
2023
Participants
122
End-of-year plan assets
$4,684,682

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20241015144142NAL0014866707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,684,682
Total liabilities (EOY)
$0
Net assets (EOY)
$4,684,682
Net assets (BOY)
$8,966,616

Income & contributions

Total contributions
$0
Total income / additions
$1,246,981

Expenses & distributions

Benefits paid
$5,492,404
Administrative expenses
$36,511
Total expenses
$5,528,915
Net increase / (decrease)
-$4,281,934

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Heard, Mcelroy, & VestalRECORDKEEPER$47,281$02023
Transamerica Retirement SolutionsRECORDKEEPER$20,550$02023
Nw Mutual Wealth Mgmt CompanyINVESTMENT ADVISORY-PLAN$9,006not reported in the loaded dataset2023

Related Form 5500 pages