2023 Form 5500 filing — Valley Vet Profit Sharing Plan And Trust
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 20241015153935NAL0014986547001) for Valley Vet Profit Sharing Plan And Trust, reported by Valley Veterinary Clinic, LLC under EIN 48-0801565 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153935NAL0014986547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Veterinary Clinic, LLC
- EIN
- 48-0801565
- Plan number
- 001
- Location
- Marysville, KS
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,789,159
- Total liabilities (EOY)
- $13,026
- Net assets (EOY)
- $8,776,133
- Employer contributions
- $238,305
- Participant contributions
- $516,440
- Total income / additions
- $2,108,382
- Benefits paid
- $451,644
- Administrative expenses
- $53,448
- Total expenses
- $505,092
- Net increase / (decrease)
- $1,603,290
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Invisor Financial LLC | ADVISOR | $36,874 | not reported in the loaded dataset |
| Invisor Solutions LLC | RECORDKEEPING, ADMIN | $16,574 | not reported in the loaded dataset |