Plan5500

Boston Va Research Institute, Inc. 403(B) Plan — Form 5500 plan (Boston Va Research Institute, Inc.)

Plain-English plan 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, Boston Va Research Institute, Inc. 403(B) Plan is a benefit plan reported by Boston Va Research Institute, Inc. under EIN 04-3081524 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $7,031,045 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boston Va Research Institute, Inc.
EIN
04-3081524
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
132
End-of-year plan assets
$7,031,045

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20240927153751NAL0001393827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,031,045
Total liabilities (EOY)
$0
Net assets (EOY)
$7,031,045
Net assets (BOY)
$5,978,598

Income & contributions

Employer contributions
$114,352
Participant contributions
$353,615
Total contributions
$507,939
Total income / additions
$1,558,824

Expenses & distributions

Benefits paid
$482,329
Administrative expenses
$24,048
Total expenses
$506,377
Net increase / (decrease)
$1,052,447

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Twelve Points Wealth Mgt LLCNONE$21,938not reported in the loaded dataset2023
Stancorp Financial GroupNONE$2,110not reported in the loaded dataset2023

Related Form 5500 pages