Fetch Veterinary Group LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Fetch Veterinary Group 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, Fetch Veterinary Group LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Fetch Veterinary Group LLC under EIN 83-3578075 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $2,756,330 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8MPlan net assets, end of year$2,756,330
Participants261Covered participants reported
Assets / participant$10.6KComputed: assets ÷ participants$10,561 (computed)
Provider compensation$15.9K2 Schedule C provider row(s)$15,913
Plan sponsor
Fetch Veterinary Group LLC
EIN
83-3578075
Plan number
001
Plan type
2
Location
Bonita Springs, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023261H, C20250424153428NAL0007584961001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$93.2K
Benefits paid / distributions$77.2K
Contributions
Employer$337.8K
Participant$679.6K
Full reported line items

Net assets

Total assets (EOY)
$2,756,330
Total liabilities (EOY)
$0
Net assets (EOY)
$2,756,330
Net assets (BOY)
$1,417,139

Income & contributions

Employer contributions
$337,778
Participant contributions
$679,564
Total contributions
$1,060,685
Total income / additions
$1,432,414

Expenses & distributions

Benefits paid
$77,150
Administrative expenses
$16,073
Total expenses
$93,223
Net increase / (decrease)
$1,339,191
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income5%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Paychex, Inc.RECORDKEEPER$8,112not reported in the loaded dataset2023
Levelized Compensation AdvisorINVESTMENT ADVISORY$7,801not reported in the loaded dataset2023

Related Form 5500 pages