2023 Form 5500 filing — Ethos Veterinary Health 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 20241011095024NAL0012340995001) for Ethos Veterinary Health 401(K) Plan, reported by Ethos Veterinary Health, LLC under EIN 47-4483792 and plan number 002. It reports 2,759 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)$0Reported net assets

Participants2.8K2,759

Provider compensation$281.8K2 Schedule C row(s)$281,835

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011095024NAL0012340995001
Plan sponsor: Ethos Veterinary Health, LLC
EIN: 47-4483792
Plan number: 002
Location: Woburn, MA
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.

Money in vs. money out

Total income / additions$26.2M

Total expenses$14.5M

Benefits paid / distributions$14M

Contributions

Employer$1.2M

Participant$9.8M

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $1,191,472
Participant contributions: $9,776,580
Total income / additions: $26,228,796
Benefits paid: $13,995,904
Administrative expenses: $281,835
Total expenses: $14,502,549
Net increase / (decrease): $11,726,247

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$210K
RECORDKEEPER · Direct $210K · Indirect $0
2
Ubs Financial Services Inc$71.8K
ADVISOR · Direct $71.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011095024NAL0012340995001 cover?: It is the 2023 Form 5500 filing for Ethos Veterinary Health 401(K) Plan, reported by Ethos Veterinary Health, LLC (EIN 47-4483792).
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).