2023 Form 5500 filing — Community Veterinary Partners 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 20240926132714NAL0001255888001) for Community Veterinary Partners 401(K) Plan, reported by Community Veterinary Partners under EIN 27-1126809 and plan number 001. It reports 3,227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926132714NAL0001255888001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Veterinary Partners
- EIN
- 27-1126809
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 3,227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,515,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,515,933
- Employer contributions
- $3,044,922
- Participant contributions
- $10,320,278
- Total income / additions
- $28,491,552
- Benefits paid
- $4,272,948
- Administrative expenses
- $339,434
- Total expenses
- $4,869,915
- Net increase / (decrease)
- $23,621,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Domestic | RIA | $106,625 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $43,353 | $0 |