First Fertility 401(K) Plan — Form 5500 plan (Ivs Intermediate, LLC)

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, First Fertility 401(K) Plan is a benefit plan reported by Ivs Intermediate, LLC under EIN 85-1105470 and plan number 001. The latest loaded filing year is 2023. The filing reports 383 participants and $45,210,678 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ivs Intermediate, LLC
EIN
85-1105470
Plan number
001
Plan type
2
Location
Rocky Hill, CT
Latest filing year
2023
Participants
383
End-of-year plan assets
$45,210,678

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023383H, C20250627110545NAL0013733088001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,210,678
Total liabilities (EOY)
$32
Net assets (EOY)
$45,210,646
Net assets (BOY)
$13,448,615

Income & contributions

Employer contributions
$331,585
Participant contributions
$2,201,277
Total contributions
$2,964,059
Total income / additions
$8,036,846

Expenses & distributions

Benefits paid
$3,498,067
Administrative expenses
$73,432
Total expenses
$3,596,065
Net increase / (decrease)
$4,440,781

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Advisors IncADVISOR$40,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$32,674$02023

Related Form 5500 pages