Community Veterinary Partners 401(K) Plan — Form 5500 plan (Community Veterinary Partners)

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, Community Veterinary Partners 401(K) Plan is a benefit plan reported by Community Veterinary Partners under EIN 27-1126809 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,227 participants and $73,515,933 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Veterinary Partners
EIN
27-1126809
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
3,227
End-of-year plan assets
$73,515,933

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,227H, C20240926132714NAL0001255888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$73,515,933
Total liabilities (EOY)
$0
Net assets (EOY)
$73,515,933
Net assets (BOY)
$49,894,296

Income & contributions

Employer contributions
$3,044,922
Participant contributions
$10,320,278
Total contributions
$18,096,378
Total income / additions
$28,491,552

Expenses & distributions

Benefits paid
$4,272,948
Administrative expenses
$339,434
Total expenses
$4,869,915
Net increase / (decrease)
$23,621,637

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley DomesticRIA$106,625not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$43,353$02023

Related Form 5500 pages