Caperton Fertility Institute, LLC

Form 5500

CAPERTON FERTILITY INSTITUTE, LLC

6500 Jefferson Street NE Suite 250, Albuquerque, Nm 87109 (505) 702-8020 EIN:47-5619450 Plan Admin:Kelly Caperton

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2024	Plan NameCAPERTON FERTILITY INSTITUTE, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY18 / 0 Assets BOY/EOY$3,388,476 / $0	2024	CAPERTON FERTILITY INSTITUTE, LLC DEFINED BENEFIT PLAN - Plan #002	18 / 0	$3,388,476 / $0
2023	Plan NameCAPERTON FERTILITY INSTITUTE, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY18 / 18 Assets BOY/EOY$2,611,553 / $3,388,476	2023	CAPERTON FERTILITY INSTITUTE, LLC DEFINED BENEFIT PLAN - Plan #002	18 / 18	$2,611,553 / $3,388,476
2023	Plan NameCAPERTON FERTILITY INSTITUTE, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY26 / 21 Assets BOY/EOY$1,346,008 / $1,714,224	2023	CAPERTON FERTILITY INSTITUTE, LLC 401(K) PROFIT SHARING PLAN - Plan #001	26 / 21	$1,346,008 / $1,714,224
2022	Plan NameCAPERTON FERTILITY INSTITUTE, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY17 / 17 Assets BOY/EOY$2,504,584 / $2,611,553	2022	CAPERTON FERTILITY INSTITUTE, LLC DEFINED BENEFIT PLAN - Plan #002	17 / 17	$2,504,584 / $2,611,553
2022	Plan NameCAPERTON FERTILITY INSTITUTE, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY24 / 26 Assets BOY/EOY$1,436,151 / $1,346,008	2022	CAPERTON FERTILITY INSTITUTE, LLC 401(K) PROFIT SHARING PLAN - Plan #001	24 / 26	$1,436,151 / $1,346,008
2021	Plan NameCAPERTON FERTILITY INSTITUTE, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY15 / 15 Assets BOY/EOY$2,154,292 / $2,504,584	2021	CAPERTON FERTILITY INSTITUTE, LLC DEFINED BENEFIT PLAN - Plan #002	15 / 15	$2,154,292 / $2,504,584
2021	Plan NameCAPERTON FERTILITY INSTITUTE, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY22 / 24 Assets BOY/EOY$1,074,025 / $1,436,151	2021	CAPERTON FERTILITY INSTITUTE, LLC 401(K) PROFIT SHARING PLAN - Plan #001	22 / 24	$1,074,025 / $1,436,151
2020	Plan NameCAPERTON FERTILITY INSTITUTE, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$1,450,505 / $2,154,292	2020	CAPERTON FERTILITY INSTITUTE, LLC DEFINED BENEFIT PLAN - Plan #002	13 / 13	$1,450,505 / $2,154,292
2020	Plan NameCAPERTON FERTILITY INSTITUTE, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 22 Assets BOY/EOY$813,406 / $1,074,025	2020	CAPERTON FERTILITY INSTITUTE, LLC 401(K) PROFIT SHARING PLAN - Plan #001	19 / 22	$813,406 / $1,074,025
2019	Plan NameCAPERTON FERTILITY INSTITUTE, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$823,801 / $1,450,505	2019	CAPERTON FERTILITY INSTITUTE, LLC DEFINED BENEFIT PLAN - Plan #002	11 / 11	$823,801 / $1,450,505
2019	Plan NameCAPERTON FERTILITY INSTITUTE, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 19 Assets BOY/EOY$605,569 / $813,406	2019	CAPERTON FERTILITY INSTITUTE, LLC 401(K) PROFIT SHARING PLAN - Plan #001	15 / 19	$605,569 / $813,406