401k Plan data: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN plan

UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 401k Plan overview

Plan Name	UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN
Plan identification number	001

UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC has sponsored the creation of one or more 401k plans.

Company Name: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC

Employer identification number (EIN): 454361786

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 EN SHEA SAMARA 2023-10-13
001 2021-01-01 MICHAEL HOLZER 2022-10-11
001 2020-01-01 MICHAEL HOLZER 2021-10-14
001 2019-01-01 MICHAEL HOLZER 2020-10-14
001 2018-01-01 MICHAEL HOLZER 2019-09-29
001 2017-01-01
001 2016-01-01 ALAN SIMPSON
001 2015-01-01 ALAN SIMPSON
001 2014-01-01 MICHAEL S HOLZER 2015-09-28
001 2013-01-01 EN SHEA SAMARA
001 2012-01-01 ALAN SIMPSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	EN SHEA SAMARA	2023-10-13
001	2021-01-01	MICHAEL HOLZER	2022-10-11
001	2020-01-01	MICHAEL HOLZER	2021-10-14
001	2019-01-01	MICHAEL HOLZER	2020-10-14
001	2018-01-01	MICHAEL HOLZER	2019-09-29
001	2017-01-01
001	2016-01-01	ALAN SIMPSON
001	2015-01-01	ALAN SIMPSON
001	2014-01-01	MICHAEL S HOLZER	2015-09-28
001	2013-01-01	EN SHEA SAMARA
001	2012-01-01	ALAN SIMPSON

Plan Statistics for UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN

401k plan membership statisitcs for UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN

Measure Date Value
2018: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 15
Number of participants with account balances 2018-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 15
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 21
Number of participants with account balances 2017-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 19
Number of participants with account balances 2016-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2013: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2018: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	15
Number of participants with account balances	2018-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	15
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	21
Number of participants with account balances	2017-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	19
Number of participants with account balances	2016-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2013: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN

Measure	Date	Value
2018 : UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-34,329
Expenses. Total of all expenses incurred	2018-12-31	$366,334
Benefits paid (including direct rollovers)	2018-12-31	$356,273
Total plan assets at end of year	2018-12-31	$2,876,604
Total plan assets at beginning of year	2018-12-31	$3,277,267
Total contributions received or receivable from participants	2018-12-31	$91,913
Other income received	2018-12-31	$-153,997
Net income (gross income less expenses)	2018-12-31	$-400,663
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,876,604
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,277,267
Assets. Value of participant loans	2018-12-31	$9,295
Total contributions received or receivable from employer(s)	2018-12-31	$27,755
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$10,061
2017 : UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$502,805
Expenses. Total of all expenses incurred	2017-12-31	$28,801
Benefits paid (including direct rollovers)	2017-12-31	$14,433
Total plan assets at end of year	2017-12-31	$3,277,267
Total plan assets at beginning of year	2017-12-31	$2,803,263
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$85,286
Other income received	2017-12-31	$388,136
Net income (gross income less expenses)	2017-12-31	$474,004
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,277,267
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,803,263
Assets. Value of participant loans	2017-12-31	$2,007
Total contributions received or receivable from employer(s)	2017-12-31	$29,383
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$14,368
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$224,392
Expenses. Total of all expenses incurred	2016-12-31	$29,256
Benefits paid (including direct rollovers)	2016-12-31	$14,876
Total plan assets at end of year	2016-12-31	$2,803,263
Total plan assets at beginning of year	2016-12-31	$2,608,127
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$68,829
Other income received	2016-12-31	$128,832
Net income (gross income less expenses)	2016-12-31	$195,136
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,803,263
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,608,127
Total contributions received or receivable from employer(s)	2016-12-31	$26,731
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$14,380
2015 : UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$1,908,184
Total income from all sources	2015-12-31	$3,501
Expenses. Total of all expenses incurred	2015-12-31	$117,970
Benefits paid (including direct rollovers)	2015-12-31	$107,364
Total plan assets at end of year	2015-12-31	$2,608,127
Total plan assets at beginning of year	2015-12-31	$814,412
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$67,315
Contributions received from other sources (not participants or employers)	2015-12-31	$10,000
Other income received	2015-12-31	$-91,856
Net income (gross income less expenses)	2015-12-31	$-114,469
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,608,127
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$814,412
Total contributions received or receivable from employer(s)	2015-12-31	$18,042
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,606
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$107,364
2013 : UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$636,934
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$737,427
Total plan assets at beginning of year	2013-12-31	$100,493
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$61,963
Contributions received from other sources (not participants or employers)	2013-12-31	$504,528
Other income received	2013-12-31	$45,649
Net income (gross income less expenses)	2013-12-31	$636,934
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$737,427
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$100,493
Total contributions received or receivable from employer(s)	2013-12-31	$24,794
2012 : UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$100,493
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$100,493
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$2,552
Contributions received from other sources (not participants or employers)	2012-12-31	$65,362
Other income received	2012-12-31	$1,823
Net income (gross income less expenses)	2012-12-31	$100,493
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$100,493
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of participant loans	2012-12-31	$611
Total contributions received or receivable from employer(s)	2012-12-31	$30,756

Form 5500 Responses for UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN

2018: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2013: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UROLOGY SPECIALISTS OF CENTRAL OKLAHOMA LLC
Employer identification number (EIN):	454361786
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)