2023 Form 5500 filing — First Fertility 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 20250627110545NAL0013733088001) for First Fertility 401(K) Plan, reported by Ivs Intermediate, LLC under EIN 85-1105470 and plan number 001. It reports 383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250627110545NAL0013733088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ivs Intermediate, LLC
- EIN
- 85-1105470
- Plan number
- 001
- Location
- Rocky Hill, CT
- Participants
- 383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,210,678
- Total liabilities (EOY)
- $32
- Net assets (EOY)
- $45,210,646
- Employer contributions
- $331,585
- Participant contributions
- $2,201,277
- Total income / additions
- $8,036,846
- Benefits paid
- $3,498,067
- Administrative expenses
- $73,432
- Total expenses
- $3,596,065
- Net increase / (decrease)
- $4,440,781
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors Inc | ADVISOR | $40,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $32,674 | $0 |