Pet Supermarket 401(K) Plan — Form 5500 plan (Pet Supermarket, Inc.)

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, Pet Supermarket 401(K) Plan is a benefit plan reported by Pet Supermarket, Inc. under EIN 59-2664699 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,425 participants and $22,142,859 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pet Supermarket, Inc.
EIN
59-2664699
Plan number
001
Plan type
2
Location
Sunrise, FL
Latest filing year
2023
Participants
3,425
End-of-year plan assets
$22,142,859

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,425H, C20241015111819NAL0028177473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,142,859
Total liabilities (EOY)
$0
Net assets (EOY)
$22,142,859
Net assets (BOY)
$19,296,970

Income & contributions

Employer contributions
$1,071,452
Participant contributions
$1,651,462
Total contributions
$2,847,379
Total income / additions
$6,298,010

Expenses & distributions

Benefits paid
$3,251,550
Administrative expenses
$192,489
Total expenses
$3,452,121
Net increase / (decrease)
$2,845,889

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$148,696not reported in the loaded dataset2023
Creative Planning Hold Co, LLCINVESTMENT ADVISOR$40,000not reported in the loaded dataset2023
Strategic Advisors, IncADVISOR$3,793not reported in the loaded dataset2023

Related Form 5500 pages