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ANIMAL CLINIC OF FORT ATKINSON RETIREMENT TRUST 401k Plan overview

Plan NameANIMAL CLINIC OF FORT ATKINSON RETIREMENT TRUST
Plan identification number 001

ANIMAL CLINIC OF FORT ATKINSON RETIREMENT TRUST 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.
  • 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

ANIMAL CLINIC OF FORT ATKINSON has sponsored the creation of one or more 401k plans.

Company Name:ANIMAL CLINIC OF FORT ATKINSON
Employer identification number (EIN):832891544
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANIMAL CLINIC OF FORT ATKINSON RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PLAN SPONSOR2024-07-18

Financial Data on ANIMAL CLINIC OF FORT ATKINSON RETIREMENT TRUST

Measure Date Value
2025 : ANIMAL CLINIC OF FORT ATKINSON RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1738642
Net assets as of the end of the plan year2025-07-17558139
Total assets as of the beginning of the plan year2025-07-17322310
Value of plan covered by a fidelity bond2025-07-1730000
Participant contributions to plan in this plan year2025-07-17162482
Value of participant loans at end of plan year2025-07-170
Other contributions to plan in this plan year2025-07-170
Other income to plan in this plan year2025-07-1750797
Plan net income in this plan year2025-07-17235829
Net assets as of the end of the plan year2025-07-17558139
Net assets as of the beginning of the plan year2025-07-17322310
Employer contributions to plan in this plan year2025-07-1761192
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-174235
2024 : ANIMAL CLINIC OF FORT ATKINSON RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-181931
Net assets as of the end of the plan year2024-07-18322310
Total assets as of the beginning of the plan year2024-07-180
Value of plan covered by a fidelity bond2024-07-1830000
Participant contributions to plan in this plan year2024-07-18121508
Value of participant loans at end of plan year2024-07-180
Other contributions to plan in this plan year2024-07-18132171
Other income to plan in this plan year2024-07-1829652
Plan net income in this plan year2024-07-18322310
Net assets as of the end of the plan year2024-07-18322310
Net assets as of the beginning of the plan year2024-07-180
Employer contributions to plan in this plan year2024-07-1840910
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-181931

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