2023 Form 5500 filing — Amerivet Veterinary Partners 401(K) Plan
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 20241008115228NAL0028485696001) for Amerivet Veterinary Partners 401(K) Plan, reported by Amerivet Partners Management, Inc. under EIN 81-4559523 and plan number 001. It reports 2,894 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008115228NAL0028485696001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amerivet Partners Management, Inc.
- EIN
- 81-4559523
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 2,894
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,273,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,273,242
- Employer contributions
- $4,501,872
- Participant contributions
- $11,472,607
- Total income / additions
- $29,475,460
- Benefits paid
- $3,328,100
- Administrative expenses
- $230,573
- Total expenses
- $3,567,756
- Net increase / (decrease)
- $25,907,704
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $179,054 | not reported in the loaded dataset |
| Global Retirement Partners, LLC | RIA | $40,137 | not reported in the loaded dataset |
| Trinity Pension Group, LLC | TPA | $11,332 | not reported in the loaded dataset |