Genetics & Ivf Institute, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Genetics & Ivf Institute, Inc. (EIN 54-1296887) is a plan sponsor located in Fairfax, VA with 7 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-1296887
Location
Fairfax, VA
Loaded plans
7
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Genetics & Ivf Institute, Inc.

  • 7 loaded plans hold $61.6M in reported assets.
  • The largest, Genetics & Ivf Institute Employee Stock Ownership Plan, holds 69% of this company's reported plan assets.
  • Plans cover 1,103 reported participants.
  • 2 of 7 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$61.6MSummed across loaded plans$61,598,348
Total reported assets$61.6M$61,598,348
Total reported participants1.1K1,103
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$61.6M total assets
Net assets$61.6MLiabilities$0
Contributions & income
Employer contributions$500K
Participant contributions$1M
Total income / additions$15M
Expenses & distributions
Benefits paid / distributions$686K
Total expenses$709.8K
Net increase / (decrease)$14.3M

Data coverage

Plans with financial statements2 / 7 (29%)
Plans with provider compensation1 / 7 (14%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets69%Genetics & Ivf Institute Employee Stock Ownership Plan
Participants per plan158Average across loaded plans
Loaded plans7
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 329 participants · 2023
  2. 2
    Plan #001 · 197 participants · 2023
  3. 3
    Plan #504 · 142 participants · 2023
  4. 4
    Plan #501 · 135 participants · 2023
  5. 5
    Genetics & Ivf, Inc. Health & Welfare Plannot reported in the loaded dataset
    Plan #502 · 100 participants · 2023
  6. 6
    Genetics & Ivf, Inc. Health & Welfare Plannot reported in the loaded dataset
    Plan #503 · 100 participants · 2023
  7. 7
    Plan #505 · 100 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Genetics & Ivf Institute, Inc.. Open one for its full reported snapshot.

  1. 2023
    Genetics & Ivf Institute, Inc. Health & Welfare Plan (Life, Add& Ltd)135 participants · 2No schedules
    View filing →
  2. 2023
    Genetics & Ivf, Inc. Health & Welfare Plan100 participants · 2No schedules
    View filing →
  3. 2023
    Genetics & Ivf, Inc. Health & Welfare Plan100 participants · 2No schedules
    View filing →
  4. 2023
    Genetics & Ivf, Inc. Health & Welfare Plan (Medical & Dental)142 participants · 2No schedules
    View filing →
  5. 2023
    Genetics & Ivf Institute, Inc. Health & Welfare Plan (Hno)100 participants · 2No schedules
    View filing →
  6. 2023
    Genetics & Ivf Institute Profit Sharing Plan197 participants · 2Sch HSch C
    View filing →
  7. 2023
    Genetics & Ivf Institute Employee Stock Ownership Plan329 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Genetics & Ivf Institute, Inc. report on Form 5500?
Genetics & Ivf Institute, Inc. (EIN 54-1296887) reports 7 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Genetics & Ivf Institute, Inc.?
The Employer Identification Number (EIN) reported for Genetics & Ivf Institute, Inc. is 54-1296887.
What is the latest Form 5500 filing year for Genetics & Ivf Institute, Inc.?
The latest loaded Form 5500 filing year for Genetics & Ivf Institute, Inc. is 2023.

Related Form 5500 pages