Valley Vet Profit Sharing Plan And Trust — Form 5500 plan (Valley Veterinary Clinic, 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, Valley Vet Profit Sharing Plan And Trust is a benefit plan reported by Valley Veterinary Clinic, LLC under EIN 48-0801565 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $8,789,159 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valley Veterinary Clinic, LLC
EIN
48-0801565
Plan number
001
Plan type
2
Location
Marysville, KS
Latest filing year
2023
Participants
137
End-of-year plan assets
$8,789,159

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241015153935NAL0014986547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,789,159
Total liabilities (EOY)
$13,026
Net assets (EOY)
$8,776,133
Net assets (BOY)
$7,172,843

Income & contributions

Employer contributions
$238,305
Participant contributions
$516,440
Total contributions
$814,237
Total income / additions
$2,108,382

Expenses & distributions

Benefits paid
$451,644
Administrative expenses
$53,448
Total expenses
$505,092
Net increase / (decrease)
$1,603,290

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Invisor Financial LLCADVISOR$36,874not reported in the loaded dataset2023
Invisor Solutions LLCRECORDKEEPING, ADMIN$16,574not reported in the loaded dataset2023

Related Form 5500 pages