2023 Form 5500 filing — National Veterinary Associates, Inc. 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 20241015161658NAL0015062739001) for National Veterinary Associates, Inc. 401(K) Plan, reported by National Veterinary Associates under EIN 95-4578066 and plan number 001. It reports 53,253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161658NAL0015062739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Veterinary Associates
- EIN
- 95-4578066
- Plan number
- 001
- Location
- Agoura Hills, CA
- Participants
- 53,253
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $651,568,425
- Total liabilities (EOY)
- $8,623,398
- Net assets (EOY)
- $642,945,027
- Employer contributions
- $18,598,304
- Participant contributions
- $69,672,681
- Total income / additions
- $170,529,693
- Benefits paid
- $35,729,314
- Administrative expenses
- $719,445
- Total expenses
- $35,880,077
- Net increase / (decrease)
- $134,649,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $867,502 | $0 |
| Usi Advisors Inc | NONE | $82,463 | not reported in the loaded dataset |
| Ggf Llp | NONE | $37,650 | not reported in the loaded dataset |
| Usi Consulting Group Inc | NONE | $31,363 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $12,897 | not reported in the loaded dataset |
| Qdro Consultants | NONE | $1,000 | not reported in the loaded dataset |