2023 Form 5500 filing — Innovetive Petcare 401(K) Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731091127NAL0021983937001) for Innovetive Petcare 401(K) Profit Sharing Plan And Trust, reported by Innovetive Petcare Holdings LLC under EIN 47-2673809 and plan number 001. It reports 2,402 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731091127NAL0021983937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Innovetive Petcare Holdings LLC
- EIN
- 47-2673809
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 2,402
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,111,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,111,065
- Employer contributions
- $1,421,983
- Participant contributions
- $5,231,660
- Total income / additions
- $12,261,677
- Benefits paid
- $1,433,040
- Administrative expenses
- $176,187
- Total expenses
- $1,796,872
- Net increase / (decrease)
- $10,464,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial Inc | INVESTMENT ADVISOR | $86,343 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $80,498 | $0 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $9,376 | not reported in the loaded dataset |