Plan5500

Amerivet Veterinary Partners 401(K) Plan — Form 5500 plan (Amerivet Partners Management, 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, Amerivet Veterinary Partners 401(K) Plan is a benefit plan reported by Amerivet Partners Management, Inc. under EIN 81-4559523 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,894 participants and $49,273,242 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amerivet Partners Management, Inc.
EIN
81-4559523
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
2,894
End-of-year plan assets
$49,273,242

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,894H, C20241008115228NAL0028485696001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,273,242
Total liabilities (EOY)
$0
Net assets (EOY)
$49,273,242
Net assets (BOY)
$23,365,538

Income & contributions

Employer contributions
$4,501,872
Participant contributions
$11,472,607
Total contributions
$23,190,661
Total income / additions
$29,475,460

Expenses & distributions

Benefits paid
$3,328,100
Administrative expenses
$230,573
Total expenses
$3,567,756
Net increase / (decrease)
$25,907,704

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$179,054not reported in the loaded dataset2023
Global Retirement Partners, LLCRIA$40,137not reported in the loaded dataset2023
Trinity Pension Group, LLCTPA$11,332not reported in the loaded dataset2023

Related Form 5500 pages