2023 Form 5500 filing — Ocean State Veterinary Specialists 401(K) Profit Sharing 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 20241011135646NAL0012563315003) for Ocean State Veterinary Specialists 401(K) Profit Sharing Plan, reported by Ocean State Veterinary Specialists, under EIN 05-0512373 and plan number 001. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011135646NAL0012563315003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ocean State Veterinary Specialists,
- EIN
- 05-0512373
- Plan number
- 001
- Location
- East Greenwich, RI
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,556,321
- Net assets (EOY)
- $21,556,321
- Employer contributions
- $733,529
- Participant contributions
- $1,272,686
- Total income / additions
- $5,249,214
- Benefits paid
- $141,871
- Administrative expenses
- $2,349
- Total expenses
- $144,220
- Net increase / (decrease)
- $5,104,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisors, LLC | SERVICE PROVIDER | $0 | $37,684 |
| Rpcg, LLC | THIRD PARTY ADMINISTRATOR | $0 | $8,958 |