2023 Form 5500 filing — Alliance Animal 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 20241015162207NAL0016867827001) for Alliance Animal Health 401(K) Plan, reported by Zbs Pet Care Dba Alliance Animal under EIN 30-0964261 and plan number 001. It reports 1,674 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162207NAL0016867827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zbs Pet Care Dba Alliance Animal
- EIN
- 30-0964261
- Plan number
- 001
- Location
- Rye Brook, NY
- Participants
- 1,674
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,650,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,650,327
- Employer contributions
- $2,489,632
- Participant contributions
- $5,146,102
- Total income / additions
- $14,818,663
- Benefits paid
- $907,747
- Administrative expenses
- $112,649
- Total expenses
- $1,035,664
- Net increase / (decrease)
- $13,782,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Faircourt Partners, LLC | INVESTMENT/FINANCIAL ADVI | $103,190 | $0 |
| Adp, Inc. | RECORD KEEPER | $9,458 | $0 |