2023 Form 5500 filing — Animal Medical Center 403(B) Tax Sheltered Annuity 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 20241015161304NAL0030300273001) for Animal Medical Center 403(B) Tax Sheltered Annuity Plan, reported by The Animal Medical Center under EIN 13-5505367 and plan number 003. It reports 406 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)$34.9MReported net assets$34,889,375
Participants406
Provider compensation$80.7K3 Schedule C row(s)$80,728
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015161304NAL0030300273001
- Plan sponsor
- The Animal Medical Center
- EIN
- 13-5505367
- Plan number
- 003
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$34.9M total assets
Net assets$34.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $34,889,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,889,375
- Employer contributions
- $247,366
- Participant contributions
- $2,149,467
- Total income / additions
- $7,062,331
- Benefits paid
- $768,030
- Administrative expenses
- $18,683
- Total expenses
- $796,763
- Net increase / (decrease)
- $6,265,568
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Federated Securities Inc. | NONE | $0 | $51,661 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,683 | $0 |
| Eisneramper Llp | OTHER SERVICES | $0 | $10,384 |