2023 Form 5500 filing — Abcam Boston 401(K) 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 20241011181947NAL0023405089001) for Abcam Boston 401(K) Plan, reported by Abcam, Inc. under EIN 06-1682607 and plan number 002. It reports 825 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011181947NAL0023405089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Abcam, Inc.
- EIN
- 06-1682607
- Plan number
- 002
- Location
- Waltham, MA
- Participants
- 825
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,779,995
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,779,995
- Employer contributions
- $2,445,515
- Participant contributions
- $2,809,477
- Total income / additions
- $12,125,391
- Benefits paid
- $6,374,365
- Administrative expenses
- $239,563
- Total expenses
- $6,622,666
- Net increase / (decrease)
- $5,502,725
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $182,087 | not reported in the loaded dataset |
| The Angell Pension Group | THIRD PARTY ADMINISTRATO | $63,711 | not reported in the loaded dataset |
| Leaf House Financial Advisors | INVESTMENT ADVISOR | $18,957 | not reported in the loaded dataset |
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $9,332 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | INVESTMENT ADVISOR | $1,500 | not reported in the loaded dataset |