Vets Pets 401(K) Plan — Form 5500 plan (Vets Pets)
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, Vets Pets 401(K) Plan is a benefit plan reported by Vets Pets under EIN 26-0393250 and plan number 001. The latest loaded filing year is 2023. The filing reports 584 participants and $12,871,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vets Pets
- EIN
- 26-0393250
- Plan number
- 001
- Plan type
- 2
- Location
- Wilson, NC
- Latest filing year
- 2023
- Participants
- 584
- End-of-year plan assets
- $12,871,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 584 | H, C | 20241005052617NAL0021292064001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,871,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,871,123
- Net assets (BOY)
- $8,501,784
Income & contributions
- Employer contributions
- $857,086
- Participant contributions
- $1,648,376
- Total contributions
- $2,655,998
- Total income / additions
- $4,619,470
Expenses & distributions
- Benefits paid
- $208,792
- Administrative expenses
- $30,438
- Total expenses
- $250,131
- Net increase / (decrease)
- $4,369,339
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services | INVESTMENT/FINANCIAL ADVI | $24,422 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $6,015 | $0 | 2023 |