Western Nephrology And Metabolic Bone Disease, P.C. Employee Profit-Sharing Plan And Trust — Form 5500 plan (Western Nephrology & Metabolic Bone Disease, P.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, Western Nephrology And Metabolic Bone Disease, P.C. Employee Profit-Sharing Plan And Trust is a benefit plan reported by Western Nephrology & Metabolic Bone Disease, P.C. under EIN 84-1460205 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $30,598,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Nephrology & Metabolic Bone Disease, P.C.
- EIN
- 84-1460205
- Plan number
- 001
- Plan type
- 2
- Location
- Wheat Ridge, CO
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $30,598,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20241001122505NAL0011548736001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,598,792
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,598,792
- Net assets (BOY)
- $24,756,026
Income & contributions
- Employer contributions
- $508,115
- Participant contributions
- $847,828
- Total contributions
- $1,788,449
- Total income / additions
- $6,254,261
Expenses & distributions
- Benefits paid
- $305,759
- Administrative expenses
- $80,624
- Total expenses
- $411,495
- Net increase / (decrease)
- $5,842,766
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $36,046 | $0 | 2023 |
| Cook Street Consulting Inc | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Brock And Company Cpas Pc | AUDITOR | $9,295 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,399 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Nephrology & Metabolic Bone Disease, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Wheat Ridge, CO
- Empower Annuity Insurance Company O — Schedule C compensation
- Cook Street Consulting Inc — Schedule C compensation
- Brock And Company Cpas Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation