2023 Form 5500 filing — The Wellness Pet Company Employee 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 20241010123650NAL0034036096001) for The Wellness Pet Company Employee 401(K) Plan, reported by Wellness Pet Company under EIN 80-0298170 and plan number 001. It reports 534 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010123650NAL0034036096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wellness Pet Company
- EIN
- 80-0298170
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 534
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,731,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,731,420
- Employer contributions
- $968,487
- Participant contributions
- $2,907,543
- Total income / additions
- $9,502,809
- Benefits paid
- $1,370,677
- Administrative expenses
- $56,472
- Total expenses
- $1,442,531
- Net increase / (decrease)
- $8,060,278
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mfa Asst Management LLC | ADVISOR | $28,748 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $18,971 | $0 |
| Baker Tilly Us, LLC | ADVISOR | $8,753 | not reported in the loaded dataset |