2023 Form 5500 filing — Ovitas Inc. 401(K) Profit Sharing Plan And Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240815171906NAL0028362562001) for Ovitas Inc. 401(K) Profit Sharing Plan And Trust, reported by Ovitas Inc. under EIN 20-1345798 and plan number 001. It reports 26 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.4MReported net assets$10,403,067
Participants26
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240815171906NAL0028362562001
Plan sponsor
Ovitas Inc.
EIN
20-1345798
Plan number
001
Location
Lexington, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.4M total assets
Net assets$10.4MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$246.3K
Benefits paid / distributions$246.2K
Contributions
Employer$1.2K
Participant$249.4K
Full reported line items
Total assets (EOY)
$10,403,067
Total liabilities (EOY)
$0
Net assets (EOY)
$10,403,067
Employer contributions
$1,237
Participant contributions
$249,419
Total income / additions
$2,497,436
Benefits paid
$246,196
Administrative expenses
$144
Total expenses
$246,340
Net increase / (decrease)
$2,251,096

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240815171906NAL0028362562001 cover?
It is the 2023 Form 5500 filing for Ovitas Inc. 401(K) Profit Sharing Plan And Trust, reported by Ovitas Inc. (EIN 20-1345798).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages