2023 Form 5500 filing — Hrc Fertility Management, LLC 401(K) Profit Sharing 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 20241012133618NAL0011773571001) for Hrc Fertility Management, LLC 401(K) Profit Sharing Plan, reported by Hrc Fertility Management, LLC under EIN 81-0799481 and plan number 001. It reports 382 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)$30MReported net assets$30,047,129
Participants382
Provider compensation$123.4K3 Schedule C row(s)$123,412
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241012133618NAL0011773571001
Plan sponsor
Hrc Fertility Management, LLC
EIN
81-0799481
Plan number
001
Location
Pasadena, CA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$30M total assets
Net assets$30MLiabilities$0
Money in vs. money out
Total income / additions$6.8M
Total expenses$988.9K
Benefits paid / distributions$828K
Contributions
Employer$1.3M
Participant$1.2M
Full reported line items
Total assets (EOY)
$30,047,129
Total liabilities (EOY)
$0
Net assets (EOY)
$30,047,129
Employer contributions
$1,308,346
Participant contributions
$1,222,369
Total income / additions
$6,813,102
Benefits paid
$828,039
Administrative expenses
$160,887
Total expenses
$988,926
Net increase / (decrease)
$5,824,176
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $64.1K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $49.3K
  3. 3
    CONTRACT ADMIN · Direct $0 · Indirect $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241012133618NAL0011773571001 cover?
It is the 2023 Form 5500 filing for Hrc Fertility Management, LLC 401(K) Profit Sharing Plan, reported by Hrc Fertility Management, LLC (EIN 81-0799481).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages