Ocean State Veterinary Specialists 401(K) Profit Sharing Plan — Form 5500 plan (Ocean State Veterinary Specialists,)

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, Ocean State Veterinary Specialists 401(K) Profit Sharing Plan is a benefit plan reported by Ocean State Veterinary Specialists, under EIN 05-0512373 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $21,556,321 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ocean State Veterinary Specialists,
EIN
05-0512373
Plan number
001
Plan type
2
Location
East Greenwich, RI
Latest filing year
2023
Participants
327
End-of-year plan assets
$21,556,321

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023327H, C20241011135646NAL0012563315003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,556,321
Net assets (EOY)
$21,556,321
Net assets (BOY)
$16,451,327

Income & contributions

Employer contributions
$733,529
Participant contributions
$1,272,686
Total contributions
$2,066,843
Total income / additions
$5,249,214

Expenses & distributions

Benefits paid
$141,871
Administrative expenses
$2,349
Total expenses
$144,220
Net increase / (decrease)
$5,104,994

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisors, LLCSERVICE PROVIDER$0$37,6842023
Rpcg, LLCTHIRD PARTY ADMINISTRATOR$0$8,9582023

Related Form 5500 pages