Independence Pet Group 401(K) Retirement Plan — Form 5500 plan (Independence Pet Group, 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, Independence Pet Group 401(K) Retirement Plan is a benefit plan reported by Independence Pet Group, Inc under EIN 87-3021061 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $18,628,286 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.6MPlan net assets, end of year$18,628,286
Participants211Covered participants reported
Assets / participant$88.3KComputed: assets ÷ participants$88,286 (computed)
Provider compensation$55.1K2 Schedule C provider row(s)$55,068
- Plan sponsor
- Independence Pet Group, Inc
- EIN
- 87-3021061
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20260316125209NAL0001384864001 |
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)$18.6M total assets
Net assets$18.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,628,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,628,286
- Net assets (BOY)
- $3,420,977
Income & contributions
- Employer contributions
- $2,596,308
- Participant contributions
- $4,428,183
- Total contributions
- $12,572,602
- Total income / additions
- $14,624,375
Expenses & distributions
- Benefits paid
- $676,038
- Administrative expenses
- $57,012
- Total expenses
- $733,050
- Net increase / (decrease)
- $13,891,325
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.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income5%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $55,068 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company N.A. | NONE | $0 | $0 | 2023 |