Ovia Health 401(K) Plan — Form 5500 plan (Ovuline, Inc.)

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, Ovia Health 401(K) Plan is a benefit plan reported by Ovuline, Inc. under EIN 45-5608650 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $4,088,321 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ovuline, Inc.
EIN
45-5608650
Plan number
001
Plan type
2
Location
Burlington, NC
Latest filing year
2023
Participants
131
End-of-year plan assets
$4,088,321

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20240123133306NAL0011845969001
2023112H, C20241001062158NAL0006453441001
2023126H, C20241016134707NAL0031876753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$4,079,952

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$169,355

Expenses & distributions

Benefits paid
$4,249,307
Administrative expenses
$0
Total expenses
$4,249,307
Net increase / (decrease)
-$4,079,952

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$211$02023

Related Form 5500 pages