2023 Form 5500 filing — Boston Va Research Institute, Inc. 403(B) 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 20240927153751NAL0001393827001) for Boston Va Research Institute, Inc. 403(B) Plan, reported by Boston Va Research Institute, Inc. under EIN 04-3081524 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927153751NAL0001393827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boston Va Research Institute, Inc.
- EIN
- 04-3081524
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,031,045
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,031,045
- Employer contributions
- $114,352
- Participant contributions
- $353,615
- Total income / additions
- $1,558,824
- Benefits paid
- $482,329
- Administrative expenses
- $24,048
- Total expenses
- $506,377
- Net increase / (decrease)
- $1,052,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Twelve Points Wealth Mgt LLC | NONE | $21,938 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $2,110 | not reported in the loaded dataset |