Vetevolve 401(K) Plan — Form 5500 plan (Vetevolve Holdings, 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, Vetevolve 401(K) Plan is a benefit plan reported by Vetevolve Holdings, LLC under EIN 61-1741694 and plan number 001. The latest loaded filing year is 2023. The filing reports 634 participants and $6,874,956 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vetevolve Holdings, LLC
EIN
61-1741694
Plan number
001
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
Participants
634
End-of-year plan assets
$6,874,956

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023634H, C20241015095908NAL0016100547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,874,956
Total liabilities (EOY)
$0
Net assets (EOY)
$6,874,956
Net assets (BOY)
$2,703,497

Income & contributions

Employer contributions
$239,471
Participant contributions
$1,307,281
Total contributions
$4,029,874
Total income / additions
$4,826,661

Expenses & distributions

Benefits paid
$491,755
Administrative expenses
$62,544
Total expenses
$655,202
Net increase / (decrease)
$4,171,459

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$62,544$02023
Benefit Fiduciary Group LLCINVESTMENT ADVISORY$0$20,5822023

Related Form 5500 pages