2023 Form 5500 filing — Boston Ivf 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 20241015131137NAL0014693155001) for Boston Ivf 401(K) Plan, reported by Boston Ivf, LLC under EIN 04-2921956 and plan number 001. It reports 640 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)$39MReported net assets$38,997,808
Participants640
Provider compensation$78.2K2 Schedule C row(s)$78,172
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015131137NAL0014693155001
- Plan sponsor
- Boston Ivf, LLC
- EIN
- 04-2921956
- Plan number
- 001
- 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)$39M total assets
Net assets$39MLiabilities$0
Full reported line items
- Total assets (EOY)
- $38,997,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,997,808
- Employer contributions
- $604,136
- Participant contributions
- $2,837,616
- Total income / additions
- $9,420,549
- Benefits paid
- $2,345,657
- Administrative expenses
- $80,597
- Total expenses
- $2,429,087
- Net increase / (decrease)
- $6,991,462
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lion Street Advisors LLC | ADVISOR | $50,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $28,172 | $0 |