National Veterinary Associates, Inc. 401(K) Plan — Form 5500 plan (National Veterinary Associates)
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, National Veterinary Associates, Inc. 401(K) Plan is a benefit plan reported by National Veterinary Associates under EIN 95-4578066 and plan number 001. The latest loaded filing year is 2023. The filing reports 53,253 participants and $651,568,425 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Veterinary Associates
- EIN
- 95-4578066
- Plan number
- 001
- Plan type
- 2
- Location
- Agoura Hills, CA
- Latest filing year
- 2023
- Participants
- 53,253
- End-of-year plan assets
- $651,568,425
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 53,253 | H, C | 20241015161658NAL0015062739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $651,568,425
- Total liabilities (EOY)
- $8,623,398
- Net assets (EOY)
- $642,945,027
- Net assets (BOY)
- $349,069,926
Income & contributions
- Employer contributions
- $18,598,304
- Participant contributions
- $69,672,681
- Total contributions
- $95,777,697
- Total income / additions
- $170,529,693
Expenses & distributions
- Benefits paid
- $35,729,314
- Administrative expenses
- $719,445
- Total expenses
- $35,880,077
- Net increase / (decrease)
- $134,649,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $867,502 | $0 | 2023 |
| Usi Advisors Inc | NONE | $82,463 | not reported in the loaded dataset | 2023 |
| Ggf Llp | NONE | $37,650 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group Inc | NONE | $31,363 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $12,897 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $1,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Veterinary Associates
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Agoura Hills, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Usi Advisors Inc — Schedule C compensation
- Ggf Llp — Schedule C compensation
- Usi Consulting Group Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants — Schedule C compensation