The Vets Holding Inc 401(K) Plan — Form 5500 plan (The Vets Holding 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, The Vets Holding Inc 401(K) Plan is a benefit plan reported by The Vets Holding Inc under EIN 84-4691840 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $1,400,971 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Vets Holding Inc
EIN
84-4691840
Plan number
001
Plan type
2
Location
Fort Lee, NJ
Latest filing year
2023
Participants
201
End-of-year plan assets
$1,400,971

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023201H, C20241015083102NAL0048494400001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,400,971
Total liabilities (EOY)
$0
Net assets (EOY)
$1,400,971
Net assets (BOY)
$1,093,630

Income & contributions

Employer contributions
$198,237
Participant contributions
$462,279
Total contributions
$726,751
Total income / additions
$946,027

Expenses & distributions

Benefits paid
$621,566
Administrative expenses
$17,120
Total expenses
$638,686
Net increase / (decrease)
$307,341

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$11,780$02023
Merrill Lynch Pierce Fenner & SmithCONSULTANT$5,332$152023

Related Form 5500 pages