Boston Ivf 401(K) Plan — Form 5500 plan (Boston Ivf, 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, Boston Ivf 401(K) Plan is a benefit plan reported by Boston Ivf, LLC under EIN 04-2921956 and plan number 001. The latest loaded filing year is 2023. The filing reports 640 participants and $38,997,808 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boston Ivf, LLC
EIN
04-2921956
Plan number
001
Plan type
2
Location
Waltham, MA
Latest filing year
2023
Participants
640
End-of-year plan assets
$38,997,808

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023640H, C20241015131137NAL0014693155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,997,808
Total liabilities (EOY)
$0
Net assets (EOY)
$38,997,808
Net assets (BOY)
$32,006,346

Income & contributions

Employer contributions
$604,136
Participant contributions
$2,837,616
Total contributions
$3,966,351
Total income / additions
$9,420,549

Expenses & distributions

Benefits paid
$2,345,657
Administrative expenses
$80,597
Total expenses
$2,429,087
Net increase / (decrease)
$6,991,462

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lion Street Advisors LLCADVISOR$50,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$28,172$02023

Related Form 5500 pages