Vets Plus, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Vets Plus, Inc.)

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 Plus, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Vets Plus, Inc. under EIN 39-1697629 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $7,534,591 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vets Plus, Inc.
EIN
39-1697629
Plan number
001
Plan type
2
Location
Menomonie, WI
Latest filing year
2023
Participants
175
End-of-year plan assets
$7,534,591

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20241004134529NAL0019727536001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,534,591
Total liabilities (EOY)
$0
Net assets (EOY)
$7,534,591
Net assets (BOY)
$7,496,686

Income & contributions

Employer contributions
$300,839
Participant contributions
$494,403
Total contributions
$825,499
Total income / additions
$2,085,917

Expenses & distributions

Benefits paid
$2,045,918
Administrative expenses
$2,094
Total expenses
$2,048,012
Net increase / (decrease)
$37,905

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$385$02023

Related Form 5500 pages