2023 Form 5500 filing — Southern Veterinary Partners, LLC 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 20240816110953NAL0014469393001) for Southern Veterinary Partners, LLC 401(K) Plan, reported by Southern Veterinary Partners, LLC under EIN 47-1908537 and plan number 001. It reports 13,160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816110953NAL0014469393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Veterinary Partners, LLC
- EIN
- 47-1908537
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 13,160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,648,853
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,648,853
- Employer contributions
- $9,356,260
- Participant contributions
- $21,139,869
- Total income / additions
- $54,445,750
- Benefits paid
- $7,389,081
- Administrative expenses
- $341,167
- Total expenses
- $7,739,265
- Net increase / (decrease)
- $46,706,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $276,167 | $0 |
| Hauser Retirement Solutions | RETAINED BY EMPLOYER | $65,000 | not reported in the loaded dataset |