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ANIMAL HOSPITAL OF BONITA CASH BALANCE PLAN 401k Plan overview

Plan NameANIMAL HOSPITAL OF BONITA CASH BALANCE PLAN
Plan identification number 002

ANIMAL HOSPITAL OF BONITA CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

LINDA J. KITCHEN, DVM, P.A. has sponsored the creation of one or more 401k plans.

Company Name:LINDA J. KITCHEN, DVM, P.A.
Employer identification number (EIN):472706952
NAIC Classification:541940
NAIC Description:Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANIMAL HOSPITAL OF BONITA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01BRADLEY FRICK2024-10-15
0022022-01-01BRADLEY FRICK2023-07-18
0022021-01-01BRADLEY FRICK2022-07-06
0022021-01-01BRADLEY FRICK2023-06-30
0022020-01-01BRADLEY FRICK2021-07-15
0022019-01-01BRADLEY FRICK2020-09-29
0022018-01-01BRADLEY FRICK2019-08-01
0022017-01-01BRADLEY FRICK2018-08-28

Financial Data on ANIMAL HOSPITAL OF BONITA CASH BALANCE PLAN

Measure Date Value
2025 : ANIMAL HOSPITAL OF BONITA CASH BALANCE PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2926240
Net assets as of the end of the plan year2025-07-292671841
Total assets as of the beginning of the plan year2025-07-292147426
Value of plan covered by a fidelity bond2025-07-29270000
Participant contributions to plan in this plan year2025-07-290
Other expenses paid from plan in this plan year2025-07-290
Other income to plan in this plan year2025-07-29450655
Plan net income in this plan year2025-07-29524415
Net assets as of the end of the plan year2025-07-292671841
Net assets as of the beginning of the plan year2025-07-292147426
Employer contributions to plan in this plan year2025-07-29100000
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2926240
2024 : ANIMAL HOSPITAL OF BONITA CASH BALANCE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1518156
Net assets as of the end of the plan year2024-10-152147426
Total assets as of the beginning of the plan year2024-10-151544151
Value of plan covered by a fidelity bond2024-10-15215000
Other income to plan in this plan year2024-10-15221431
Plan net income in this plan year2024-10-15603275
Net assets as of the end of the plan year2024-10-152147426
Net assets as of the beginning of the plan year2024-10-151544151
Employer contributions to plan in this plan year2024-10-15400000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1518156

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