Plan5500

Medvet, Inc. Employees Savings Trust — Form 5500 plan (Medvet, 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, Medvet, Inc. Employees Savings Trust is a benefit plan reported by Medvet, Inc. under EIN 90-1033476 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,675 participants and $117,653,214 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medvet, Inc.
EIN
90-1033476
Plan number
001
Plan type
2
Location
Worthington, OH
Latest filing year
2023
Participants
3,675
End-of-year plan assets
$117,653,214

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,675H, C20241010142458NAL0036101424001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$117,653,214
Total liabilities (EOY)
$337
Net assets (EOY)
$117,652,877
Net assets (BOY)
$86,339,719

Income & contributions

Employer contributions
$4,751,120
Participant contributions
$14,065,379
Total contributions
$20,889,840
Total income / additions
$38,751,078

Expenses & distributions

Benefits paid
$6,638,481
Administrative expenses
$245,136
Total expenses
$7,437,920
Net increase / (decrease)
$31,313,158

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$149,737$02023
Everhart Financial Group IncADVISOR$95,399not reported in the loaded dataset2023

Related Form 5500 pages