The Pet Club Profit Sharing Plan Ii — Form 5500 plan (Lee'S Pet Club, 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, The Pet Club Profit Sharing Plan Ii is a benefit plan reported by Lee'S Pet Club, Inc. under EIN 68-0211430 and plan number 004. The latest loaded filing year is 2023. The filing reports 177 participants and $10,529,763 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lee'S Pet Club, Inc.
EIN
68-0211430
Plan number
004
Plan type
2
Location
Emeryville, CA
Latest filing year
2023
Participants
177
End-of-year plan assets
$10,529,763

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20250515191045NAL0014951347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,529,763
Total liabilities (EOY)
$1,758
Net assets (EOY)
$10,528,005
Net assets (BOY)
$9,669,761

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$1,388,709

Expenses & distributions

Benefits paid
$524,563
Administrative expenses
$5,902
Total expenses
$530,465
Net increase / (decrease)
$858,244

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schiller'S Pension ConsultingNONE$5,887not reported in the loaded dataset2023

Related Form 5500 pages