Texas Veterinary, Pllc 401(K) Plan — Form 5500 plan (Texas Veterinary, Pllc)

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, Texas Veterinary, Pllc 401(K) Plan is a benefit plan reported by Texas Veterinary, Pllc under EIN 85-3665184 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $12,338,182 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Texas Veterinary, Pllc
EIN
85-3665184
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
174
End-of-year plan assets
$12,338,182

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20240322143602NAL0007434768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,338,182
Total liabilities (EOY)
$0
Net assets (EOY)
$12,338,182
Net assets (BOY)
$11,254,596

Income & contributions

Employer contributions
$246,198
Participant contributions
$482,487
Total contributions
$728,685
Total income / additions
$2,472,373

Expenses & distributions

Benefits paid
$1,373,670
Administrative expenses
$15,117
Total expenses
$1,388,787
Net increase / (decrease)
$1,083,586

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$15,116$02023
Nylife Securities LLCOTHER SERVICES$0$10,3072023
Wilshire Associates IncorporatedINVESTMENT ADVISORY$0$02023

Related Form 5500 pages