Animal Medical Center 403(B) Tax Sheltered Annuity Plan — Form 5500 plan (The Animal Medical Center)
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, Animal Medical Center 403(B) Tax Sheltered Annuity Plan is a benefit plan reported by The Animal Medical Center under EIN 13-5505367 and plan number 003. The latest loaded filing year is 2023. The filing reports 406 participants and $34,889,375 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Animal Medical Center
- EIN
- 13-5505367
- Plan number
- 003
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 406
- End-of-year plan assets
- $34,889,375
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 406 | H, C | 20241015161304NAL0030300273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,889,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,889,375
- Net assets (BOY)
- $28,623,807
Income & contributions
- Employer contributions
- $247,366
- Participant contributions
- $2,149,467
- Total contributions
- $2,444,383
- Total income / additions
- $7,062,331
Expenses & distributions
- Benefits paid
- $768,030
- Administrative expenses
- $18,683
- Total expenses
- $796,763
- Net increase / (decrease)
- $6,265,568
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Federated Securities Inc. | NONE | $0 | $51,661 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,683 | $0 | 2023 |
| Eisneramper Llp | OTHER SERVICES | $0 | $10,384 | 2023 |