Lakefield Veterinary Group, Inc. 401(K) Retirement Plan — Form 5500 plan (Lakefield Veterinary Group, 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, Lakefield Veterinary Group, Inc. 401(K) Retirement Plan is a benefit plan reported by Lakefield Veterinary Group, Inc. under EIN 80-0887479 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,116 participants and $35,733,690 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakefield Veterinary Group, Inc.
EIN
80-0887479
Plan number
001
Plan type
2
Location
Kent, WA
Latest filing year
2023
Participants
2,116
End-of-year plan assets
$35,733,690

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,116H, C20241015175033NAL0029302097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,733,690
Total liabilities (EOY)
$0
Net assets (EOY)
$35,733,690
Net assets (BOY)
$23,820,983

Income & contributions

Employer contributions
$2,680,354
Participant contributions
$6,308,740
Total contributions
$9,584,688
Total income / additions
$14,569,990

Expenses & distributions

Benefits paid
$2,465,054
Administrative expenses
$192,229
Total expenses
$2,657,283
Net increase / (decrease)
$11,912,707

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$152,748not reported in the loaded dataset2023
Alliant Retirement ConsultingNONE$39,481not reported in the loaded dataset2023
Reliance Trust CompanyNONE$0$1,9622023

Related Form 5500 pages