Petiq 401(K) Plan — Form 5500 plan (Petiq, LLC)

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, Petiq 401(K) Plan is a benefit plan reported by Petiq, LLC under EIN 27-2951104 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,371 participants and $29,913,605 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Petiq, LLC
EIN
27-2951104
Plan number
001
Plan type
2
Location
Eagle, ID
Latest filing year
2023
Participants
2,371
End-of-year plan assets
$29,913,605

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,371H, C20260213150303NAL0001552610001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,913,605
Total liabilities (EOY)
$1,241
Net assets (EOY)
$29,912,364
Net assets (BOY)
$23,111,350

Income & contributions

Employer contributions
$1,744,497
Participant contributions
$3,513,230
Total contributions
$5,474,902
Total income / additions
$9,414,764

Expenses & distributions

Benefits paid
$2,486,712
Administrative expenses
$127,038
Total expenses
$2,613,750
Net increase / (decrease)
$6,801,014

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs Retirement LLCCONTRACT ADMINISTRATOR$69,278not reported in the loaded dataset2023
Abg ConsultantsNONE$61,334not reported in the loaded dataset2023

Related Form 5500 pages