Original filing (PDF)20250224140606NAL0009597153001

UROLOGY ASSOCIATES, LIMITED S.C.

Name: UROLOGY ASSOCIATES, LIMITED S.C. — UROLOGY ASSOCIATES, LIMITED S.C. EMPLOYEES PROFIT SHARING & SAVINGS PLAN, Form 5500 (2023)
Creator: UROLOGY ASSOCIATES, LIMITED S.C.

Form 5500-SF

FILING_RECEIVED

UROLOGY ASSOCIATES, LIMITED S.C. EMPLOYEES PROFIT SHARING & SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UROLOGY ASSOCIATES, LIMITED S.C..

Plan sponsor

Name

UROLOGY ASSOCIATES, LIMITED S.C.

EIN

39-1092759

Address

1111 DELAFIELD STREET · SUITE 207 · WAUKESHA, WI · 53188

Phone

(262) 446-3593

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-02-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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