2023 Form 5500 filing — Abcam Boston 401(K) Plan

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 20241011181947NAL0023405089001) for Abcam Boston 401(K) Plan, reported by Abcam, Inc. under EIN 06-1682607 and plan number 002. It reports 825 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$40.8MReported net assets$40,779,995
Participants825
Provider compensation$275.6K5 Schedule C row(s)$275,587
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011181947NAL0023405089001
Plan sponsor
Abcam, Inc.
EIN
06-1682607
Plan number
002
Location
Waltham, MA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$40.8M total assets
Net assets$40.8MLiabilities$0
Money in vs. money out
Total income / additions$12.1M
Total expenses$6.6M
Benefits paid / distributions$6.4M
Contributions
Employer$2.4M
Participant$2.8M
Full reported line items
Total assets (EOY)
$40,779,995
Total liabilities (EOY)
$0
Net assets (EOY)
$40,779,995
Employer contributions
$2,445,515
Participant contributions
$2,809,477
Total income / additions
$12,125,391
Benefits paid
$6,374,365
Administrative expenses
$239,563
Total expenses
$6,622,666
Net increase / (decrease)
$5,502,725

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$182,087not reported in the loaded dataset
The Angell Pension GroupTHIRD PARTY ADMINISTRATO$63,711not reported in the loaded dataset
Leaf House Financial AdvisorsINVESTMENT ADVISOR$18,957not reported in the loaded dataset
Cetera Advisor Networks LLCINVESTMENT ADVISOR$9,332not reported in the loaded dataset
Caron & Bletzer, PllcINVESTMENT ADVISOR$1,500not reported in the loaded dataset

Related Form 5500 pages