Innovetive Petcare 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Innovetive Petcare Holdings 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, Innovetive Petcare 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Innovetive Petcare Holdings LLC under EIN 47-2673809 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,402 participants and $25,111,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Innovetive Petcare Holdings LLC
- EIN
- 47-2673809
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 2,402
- End-of-year plan assets
- $25,111,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,402 | H, C | 20240731091127NAL0021983937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,111,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,111,065
- Net assets (BOY)
- $14,646,260
Income & contributions
- Employer contributions
- $1,421,983
- Participant contributions
- $5,231,660
- Total contributions
- $8,784,376
- Total income / additions
- $12,261,677
Expenses & distributions
- Benefits paid
- $1,433,040
- Administrative expenses
- $176,187
- Total expenses
- $1,796,872
- Net increase / (decrease)
- $10,464,805
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial Inc | INVESTMENT ADVISOR | $86,343 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $80,498 | $0 | 2023 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $9,376 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Innovetive Petcare Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Mesirow Financial Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation