Plan5500

2023 Form 5500 filing — Inception Fertility 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 20241014133306NAL0013356515001) for Inception Fertility 401(K) Plan, reported by Inception Fertility Corporate Services, LLC under EIN 84-3102651 and plan number 001. It reports 1,848 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014133306NAL0013356515001
Filing year
2023
Form type
3
Plan sponsor
Inception Fertility Corporate Services, LLC
EIN
84-3102651
Plan number
001
Location
Bellaire, TX
Participants
1,848
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$76,161,403
Total liabilities (EOY)
$0
Net assets (EOY)
$76,161,403
Employer contributions
$3,084,879
Participant contributions
$7,034,496
Total income / additions
$22,236,365
Benefits paid
$9,094,941
Administrative expenses
$227,980
Total expenses
$9,322,921
Net increase / (decrease)
$12,913,444
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement Solutions,RECORDKEEPER$73,796$0
Kestra Advisory Services, LLCINVESTMENT ADVISORY-PLAN$41,706not reported in the loaded dataset
John Hancock Life Insurance CompanyRECORDKEEPER$34,013not reported in the loaded dataset
Atlantic Pension Services, Inc.RECORDKEEPER$32,147not reported in the loaded dataset
Nfp RetirementINVESTMENT ADVISORY- PLA$22,854not reported in the loaded dataset
Atlantic Pension Services,Inc.RECORDKEEPER$1,000$0

Related Form 5500 pages