2023 Form 5500 filing — Lakefield Veterinary Group, Inc. 401(K) Retirement 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 20241015175033NAL0029302097001) for Lakefield Veterinary Group, Inc. 401(K) Retirement Plan, reported by Lakefield Veterinary Group, Inc. under EIN 80-0887479 and plan number 001. It reports 2,116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175033NAL0029302097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakefield Veterinary Group, Inc.
- EIN
- 80-0887479
- Plan number
- 001
- Location
- Kent, WA
- Participants
- 2,116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,733,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,733,690
- Employer contributions
- $2,680,354
- Participant contributions
- $6,308,740
- Total income / additions
- $14,569,990
- Benefits paid
- $2,465,054
- Administrative expenses
- $192,229
- Total expenses
- $2,657,283
- Net increase / (decrease)
- $11,912,707
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $152,748 | not reported in the loaded dataset |
| Alliant Retirement Consulting | NONE | $39,481 | not reported in the loaded dataset |
| Reliance Trust Company | NONE | $0 | $1,962 |