The Wellness Pet Company Employee 401(K) Plan — Form 5500 plan (Wellness Pet Company)
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, The Wellness Pet Company Employee 401(K) Plan is a benefit plan reported by Wellness Pet Company under EIN 80-0298170 and plan number 001. The latest loaded filing year is 2023. The filing reports 534 participants and $32,731,420 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wellness Pet Company
- EIN
- 80-0298170
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 534
- End-of-year plan assets
- $32,731,420
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 534 | H, C | 20241010123650NAL0034036096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,731,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,731,420
- Net assets (BOY)
- $24,671,142
Income & contributions
- Employer contributions
- $968,487
- Participant contributions
- $2,907,543
- Total contributions
- $4,680,612
- Total income / additions
- $9,502,809
Expenses & distributions
- Benefits paid
- $1,370,677
- Administrative expenses
- $56,472
- Total expenses
- $1,442,531
- Net increase / (decrease)
- $8,060,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mfa Asst Management LLC | ADVISOR | $28,748 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $18,971 | $0 | 2023 |
| Baker Tilly Us, LLC | ADVISOR | $8,753 | not reported in the loaded dataset | 2023 |