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CALDWELL VETERINARY CLINIC 401(K) PLAN 401k Plan overview

Plan NameCALDWELL VETERINARY CLINIC 401(K) PLAN
Plan identification number 001

CALDWELL VETERINARY CLINIC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

CALDWELL VETERINARY CLINIC has sponsored the creation of one or more 401k plans.

Company Name:CALDWELL VETERINARY CLINIC
Employer identification number (EIN):743024270
NAIC Classification:541940
NAIC Description:Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALDWELL VETERINARY CLINIC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CYNTHIA JUNGMAN2024-07-03
0012022-01-01CYNTHIA JUNGMAN2023-06-20
0012021-01-01CYNTHIA JUNGMAN2022-09-29
0012020-01-01MARQUIS GORDON2021-07-30
0012019-01-01MARQUIS GORDON2020-07-28
0012018-01-01MARQUIS GORDON2019-07-24
0012017-02-01MARQUIS GORDON2018-07-13

Financial Data on CALDWELL VETERINARY CLINIC 401(K) PLAN

Measure Date Value
2025 : CALDWELL VETERINARY CLINIC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-07150
Net assets as of the end of the plan year2025-05-07436375
Total assets as of the beginning of the plan year2025-05-07363783
Value of plan covered by a fidelity bond2025-05-07385000
Participant contributions to plan in this plan year2025-05-077561
Value of participant loans at end of plan year2025-05-0734065
Other income to plan in this plan year2025-05-0758839
Plan net income in this plan year2025-05-0772592
Net assets as of the end of the plan year2025-05-07436375
Net assets as of the beginning of the plan year2025-05-07363783
Employer contributions to plan in this plan year2025-05-076342
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-07150
2024 : CALDWELL VETERINARY CLINIC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-03205
Net assets as of the end of the plan year2024-07-03363783
Total assets as of the beginning of the plan year2024-07-03303206
Value of plan covered by a fidelity bond2024-07-03385000
Participant contributions to plan in this plan year2024-07-038279
Value of participant loans at end of plan year2024-07-0341483
Other income to plan in this plan year2024-07-0345769
Plan net income in this plan year2024-07-0360577
Net assets as of the end of the plan year2024-07-03363783
Net assets as of the beginning of the plan year2024-07-03303206
Employer contributions to plan in this plan year2024-07-036734
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-03205
2022 : CALDWELL VETERINARY CLINIC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-29100
Net assets as of the end of the plan year2022-09-29530514
Total assets as of the beginning of the plan year2022-09-29447589
Value of plan covered by a fidelity bond2022-09-2990000
Participant contributions to plan in this plan year2022-09-2913928
Other income to plan in this plan year2022-09-2957914
Plan net income in this plan year2022-09-2982925
Net assets as of the end of the plan year2022-09-29530514
Net assets as of the beginning of the plan year2022-09-29447589
Value of contributions failed to transmitted timely2022-09-293776
Employer contributions to plan in this plan year2022-09-2911183
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-29100

Potentially related plans

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