Abcam Boston 401(K) Plan — Form 5500 plan (Abcam, 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, Abcam Boston 401(K) Plan is a benefit plan reported by Abcam, Inc. under EIN 06-1682607 and plan number 002. The latest loaded filing year is 2023. The filing reports 825 participants and $40,779,995 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abcam, Inc.
- EIN
- 06-1682607
- Plan number
- 002
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 825
- End-of-year plan assets
- $40,779,995
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 825 | H, C | 20241011181947NAL0023405089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,779,995
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,779,995
- Net assets (BOY)
- $35,277,270
Income & contributions
- Employer contributions
- $2,445,515
- Participant contributions
- $2,809,477
- Total contributions
- $5,611,262
- Total income / additions
- $12,125,391
Expenses & distributions
- Benefits paid
- $6,374,365
- Administrative expenses
- $239,563
- Total expenses
- $6,622,666
- Net increase / (decrease)
- $5,502,725
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $182,087 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group | THIRD PARTY ADMINISTRATO | $63,711 | not reported in the loaded dataset | 2023 |
| Leaf House Financial Advisors | INVESTMENT ADVISOR | $18,957 | not reported in the loaded dataset | 2023 |
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $9,332 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | INVESTMENT ADVISOR | $1,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Abcam, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Waltham, MA
- Empower Annuity Insurance Company — Schedule C compensation
- The Angell Pension Group — Schedule C compensation
- Leaf House Financial Advisors — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation