Animal Emergency & Referral Center Of Minnesota 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Animal Emergency & Referral Center Of Minnesota)

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 Emergency & Referral Center Of Minnesota 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Animal Emergency & Referral Center Of Minnesota under EIN 41-1388438 and plan number 001. The latest loaded filing year is 2023. The filing reports 290 participants and $14,428,462 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Animal Emergency & Referral Center Of Minnesota
EIN
41-1388438
Plan number
001
Plan type
2
Location
Oakdale, MN
Latest filing year
2023
Participants
290
End-of-year plan assets
$14,428,462

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023290H, C20241009130914NAL0032713824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,428,462
Total liabilities (EOY)
$13,234
Net assets (EOY)
$14,415,228
Net assets (BOY)
$10,390,535

Income & contributions

Employer contributions
$657,865
Participant contributions
$1,378,153
Total contributions
$2,254,426
Total income / additions
$4,467,777

Expenses & distributions

Benefits paid
$331,352
Administrative expenses
$111,732
Total expenses
$443,084
Net increase / (decrease)
$4,024,693

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D. Jones & Co., L.P.RIA$39,963not reported in the loaded dataset2023
Tax Sheltered Compensation, Inc.RECORDKEEPER$15,372not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$1,423$02023

Related Form 5500 pages