2023 Form 5500 filing — Oakland Veterinary Referral Services 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 20240919132011NAL0003575555001) for Oakland Veterinary Referral Services 401(K) Plan, reported by Oakland Veterinary Referral Services under EIN 38-3102727 and plan number 001. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.8MReported net assets$10,830,274
Participants282
Provider compensation$39.2K3 Schedule C row(s)$39,205
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240919132011NAL0003575555001
Plan sponsor
Oakland Veterinary Referral Services
EIN
38-3102727
Plan number
001
Location
Bloomfield Hills, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.8M total assets
Net assets$10.8MLiabilities$6.3K
Money in vs. money out
Total income / additions$2.4M
Total expenses$592.5K
Benefits paid / distributions$553.1K
Contributions
Employer$921
Participant$910.2K
Full reported line items
Total assets (EOY)
$10,836,612
Total liabilities (EOY)
$6,338
Net assets (EOY)
$10,830,274
Employer contributions
$921
Participant contributions
$910,231
Total income / additions
$2,398,004
Benefits paid
$553,082
Administrative expenses
$39,205
Total expenses
$592,454
Net increase / (decrease)
$1,805,550
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $33.1K · Indirect $0
  2. 2
    CONTRACT ADMIN · Direct $4.7K · Indirect $0
  3. 3
    RECORDKEEPER · Direct $1.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919132011NAL0003575555001 cover?
It is the 2023 Form 5500 filing for Oakland Veterinary Referral Services 401(K) Plan, reported by Oakland Veterinary Referral Services (EIN 38-3102727).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages