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A STEP UP VETERINARY INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameA STEP UP VETERINARY INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

A STEP UP VETERINARY INC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

A STEP UP VETERINARY INC has sponsored the creation of one or more 401k plans.

Company Name:A STEP UP VETERINARY INC
Employer identification number (EIN):465470931
NAIC Classification:541940
NAIC Description:Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A STEP UP VETERINARY INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-06-07
0012022-01-01CHRISTINE RIMER2023-08-11
0012021-01-01CHRISTINE RIMER2022-07-15
0012020-01-01CAROL HO2021-07-15
0012019-01-01CAROL HO2020-09-19
0012018-01-01CAROL HO2019-10-10
0012018-01-01CAROL HO2020-12-04
0012017-01-01CAROL HO2018-10-11
0012016-01-01RANDOLPH S. STEPUSIN2017-07-08
0012015-01-01RANDOLPH S. STEPUSIN2016-08-01

Financial Data on A STEP UP VETERINARY INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : A STEP UP VETERINARY INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-210
Total liabilities as of the end of the plan year2025-04-210
Total liabilities as of the beginning of the plan year2025-04-210
Total expenses incurred by plan in this plan year2025-04-21930
Net assets as of the end of the plan year2025-04-21716355
Total assets as of the beginning of the plan year2025-04-21525886
Value of plan covered by a fidelity bond2025-04-21917471694
Participant contributions to plan in this plan year2025-04-2178215
Value of participant loans at end of plan year2025-04-2133
Other expenses paid from plan in this plan year2025-04-210
Other contributions to plan in this plan year2025-04-210
Other income to plan in this plan year2025-04-2183755
Plan net income in this plan year2025-04-21190469
Net assets as of the end of the plan year2025-04-21716355
Net assets as of the beginning of the plan year2025-04-21525886
Value of contributions failed to transmitted timely2025-04-210
Employer contributions to plan in this plan year2025-04-2129429
Fees paid to broker by Benefit Provider2025-04-210
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-21839
2024 : A STEP UP VETERINARY INC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-070
Total liabilities as of the end of the plan year2024-06-070
Total liabilities as of the beginning of the plan year2024-06-070
Total expenses incurred by plan in this plan year2024-06-0719972
Net assets as of the end of the plan year2024-06-07525886
Total assets as of the beginning of the plan year2024-06-07366288
Value of plan covered by a fidelity bond2024-06-07705050000
Participant contributions to plan in this plan year2024-06-0762460
Value of participant loans at end of plan year2024-06-0733
Other expenses paid from plan in this plan year2024-06-070
Other contributions to plan in this plan year2024-06-0711231
Other income to plan in this plan year2024-06-0779223
Plan net income in this plan year2024-06-07159598
Net assets as of the end of the plan year2024-06-07525886
Net assets as of the beginning of the plan year2024-06-07366288
Value of contributions failed to transmitted timely2024-06-070
Employer contributions to plan in this plan year2024-06-0726656
Fees paid to broker by Benefit Provider2024-06-070
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-07890
2022 : A STEP UP VETERINARY INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-160
Total liabilities as of the end of the plan year2022-07-160
Total liabilities as of the beginning of the plan year2022-07-160
Total expenses incurred by plan in this plan year2022-07-169070
Net assets as of the end of the plan year2022-07-16351583
Total assets as of the beginning of the plan year2022-07-16237797
Value of plan covered by a fidelity bond2022-07-16336000000
Participant contributions to plan in this plan year2022-07-1655338
Value of participant loans at end of plan year2022-07-1633
Other expenses paid from plan in this plan year2022-07-160
Other contributions to plan in this plan year2022-07-165982
Other income to plan in this plan year2022-07-1647989
Plan net income in this plan year2022-07-16113786
Net assets as of the end of the plan year2022-07-16351583
Net assets as of the beginning of the plan year2022-07-16237797
Value of contributions failed to transmitted timely2022-07-160
Employer contributions to plan in this plan year2022-07-1613547
Fees paid to broker by Benefit Provider2022-07-160
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-16182

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