2023 Form 5500 filing — Independence Pet Group 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 20260316125209NAL0001384864001) for Independence Pet Group 401(K) Retirement Plan, reported by Independence Pet Group, Inc under EIN 87-3021061 and plan number 001. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260316125209NAL0001384864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Independence Pet Group, Inc
- EIN
- 87-3021061
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,628,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,628,286
- Employer contributions
- $2,596,308
- Participant contributions
- $4,428,183
- Total income / additions
- $14,624,375
- Benefits paid
- $676,038
- Administrative expenses
- $57,012
- Total expenses
- $733,050
- Net increase / (decrease)
- $13,891,325
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $55,068 | not reported in the loaded dataset |
| Matrix Trust Company N.A. | NONE | $0 | $0 |