Inception Fertility 401(K) Plan — Form 5500 plan (Inception Fertility Corporate Services, 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, Inception Fertility 401(K) Plan is a benefit plan reported by Inception Fertility Corporate Services, LLC under EIN 84-3102651 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,848 participants and $76,161,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Inception Fertility Corporate Services, LLC
- EIN
- 84-3102651
- Plan number
- 001
- Plan type
- 3
- Location
- Bellaire, TX
- Latest filing year
- 2023
- Participants
- 1,848
- End-of-year plan assets
- $76,161,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,848 | H, C | 20241014133306NAL0013356515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,161,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,161,403
- Net assets (BOY)
- $63,247,959
Income & contributions
- Employer contributions
- $3,084,879
- Participant contributions
- $7,034,496
- Total contributions
- $11,881,465
- Total income / additions
- $22,236,365
Expenses & distributions
- Benefits paid
- $9,094,941
- Administrative expenses
- $227,980
- Total expenses
- $9,322,921
- Net increase / (decrease)
- $12,913,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $73,796 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY-PLAN | $41,706 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $34,013 | not reported in the loaded dataset | 2023 |
| Atlantic Pension Services, Inc. | RECORDKEEPER | $32,147 | not reported in the loaded dataset | 2023 |
| Nfp Retirement | INVESTMENT ADVISORY- PLA | $22,854 | not reported in the loaded dataset | 2023 |
| Atlantic Pension Services,Inc. | RECORDKEEPER | $1,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Inception Fertility Corporate Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Bellaire, TX
- Transamerica Retirement Solutions, — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Atlantic Pension Services, Inc. — Schedule C compensation
- Nfp Retirement — Schedule C compensation