Southern Veterinary Partners, LLC 401(K) Plan — Form 5500 plan (Southern Veterinary Partners, LLC)

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, Southern Veterinary Partners, LLC 401(K) Plan is a benefit plan reported by Southern Veterinary Partners, LLC under EIN 47-1908537 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,160 participants and $131,648,853 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern Veterinary Partners, LLC
EIN
47-1908537
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
13,160
End-of-year plan assets
$131,648,853

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,160H, C20240816110953NAL0014469393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$131,648,853
Total liabilities (EOY)
$0
Net assets (EOY)
$131,648,853
Net assets (BOY)
$84,942,368

Income & contributions

Employer contributions
$9,356,260
Participant contributions
$21,139,869
Total contributions
$36,692,707
Total income / additions
$54,445,750

Expenses & distributions

Benefits paid
$7,389,081
Administrative expenses
$341,167
Total expenses
$7,739,265
Net increase / (decrease)
$46,706,485

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$276,167$02023
Hauser Retirement SolutionsRETAINED BY EMPLOYER$65,000not reported in the loaded dataset2023

Related Form 5500 pages