Independence Pet Group 401(K) Retirement Plan — Form 5500 plan (Independence Pet 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, Independence Pet Group 401(K) Retirement Plan is a benefit plan reported by Independence Pet Group, Inc under EIN 87-3021061 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $18,628,286 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Independence Pet Group, Inc
EIN
87-3021061
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
211
End-of-year plan assets
$18,628,286

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023211H, C20260316125209NAL0001384864001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,628,286
Total liabilities (EOY)
$0
Net assets (EOY)
$18,628,286
Net assets (BOY)
$3,420,977

Income & contributions

Employer contributions
$2,596,308
Participant contributions
$4,428,183
Total contributions
$12,572,602
Total income / additions
$14,624,375

Expenses & distributions

Benefits paid
$676,038
Administrative expenses
$57,012
Total expenses
$733,050
Net increase / (decrease)
$13,891,325

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$55,068not reported in the loaded dataset2023
Matrix Trust Company N.A.NONE$0$02023

Related Form 5500 pages