Plan5500

Bolton Veterinary Hospital, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Bolton Veterinary Hospital, P.C.)

Plain-English plan 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, Bolton Veterinary Hospital, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Bolton Veterinary Hospital, P.C. under EIN 06-0860429 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $11,418,583 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bolton Veterinary Hospital, P.C.
EIN
06-0860429
Plan number
001
Plan type
2
Location
Bolton, CT
Latest filing year
2023
Participants
147
End-of-year plan assets
$11,418,583

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20241007105233NAL0027263024002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,418,583
Net assets (EOY)
$11,418,583
Net assets (BOY)
$10,340,260

Income & contributions

Employer contributions
$73,535
Participant contributions
$489,202
Total contributions
$562,737
Total income / additions
$2,381,854

Expenses & distributions

Benefits paid
$1,268,179
Administrative expenses
$35,352
Total expenses
$1,303,531
Net increase / (decrease)
$1,078,323

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisors, LLCNONE$21,487not reported in the loaded dataset2023
Newport Group, Inc.NONE$11,483not reported in the loaded dataset2023

Related Form 5500 pages