COMMUNITY VETERINARY PARTNERS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COMMUNITY VETERINARY PARTNERS 401(K) PLAN
Measure | Date | Value |
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2022 : COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $5,612,977 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,405,331 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,004,555 |
Value of total corrective distributions | 2022-12-31 | $174,639 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $14,204,949 |
Value of total assets at end of year | 2022-12-31 | $49,894,296 |
Value of total assets at beginning of year | 2022-12-31 | $47,686,650 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $226,137 |
Total interest from all sources | 2022-12-31 | $11,724 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $8,094,976 |
Participant contributions at end of year | 2022-12-31 | $247,929 |
Participant contributions at beginning of year | 2022-12-31 | $279,576 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,813,524 |
Other income not declared elsewhere | 2022-12-31 | $1,363 |
Administrative expenses (other) incurred | 2022-12-31 | $5,925 |
Total non interest bearing cash at end of year | 2022-12-31 | $51,606 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $62,279 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $2,207,646 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $49,894,296 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $47,686,650 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $80,449 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $49,594,761 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $47,344,795 |
Interest on participant loans | 2022-12-31 | $11,724 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-8,605,059 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,296,449 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,004,555 |
Contract administrator fees | 2022-12-31 | $139,763 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $14,137,679 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,467,470 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,101,663 |
Value of total corrective distributions | 2021-12-31 | $137,797 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,567,393 |
Value of total assets at end of year | 2021-12-31 | $47,686,650 |
Value of total assets at beginning of year | 2021-12-31 | $38,016,441 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $228,010 |
Total interest from all sources | 2021-12-31 | $10,786 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $5,201,974 |
Participant contributions at end of year | 2021-12-31 | $279,576 |
Participant contributions at beginning of year | 2021-12-31 | $222,449 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,870,145 |
Administrative expenses (other) incurred | 2021-12-31 | $3,275 |
Total non interest bearing cash at end of year | 2021-12-31 | $62,279 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $18,229 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $9,670,209 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $47,686,650 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $38,016,441 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $77,531 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $47,344,795 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $37,775,763 |
Interest on participant loans | 2021-12-31 | $10,786 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $5,559,500 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,495,274 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,101,663 |
Contract administrator fees | 2021-12-31 | $147,204 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $12,169,481 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,364,276 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,171,139 |
Value of total corrective distributions | 2020-12-31 | $6,408 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,955,437 |
Value of total assets at end of year | 2020-12-31 | $38,016,441 |
Value of total assets at beginning of year | 2020-12-31 | $28,211,236 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $186,729 |
Total interest from all sources | 2020-12-31 | $9,613 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $4,202,763 |
Participant contributions at end of year | 2020-12-31 | $222,449 |
Participant contributions at beginning of year | 2020-12-31 | $159,403 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,521,196 |
Other income not declared elsewhere | 2020-12-31 | $168 |
Administrative expenses (other) incurred | 2020-12-31 | $2,650 |
Total non interest bearing cash at end of year | 2020-12-31 | $18,229 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $12,317 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $9,805,205 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $38,016,441 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $28,211,236 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $68,472 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $37,775,763 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $28,039,516 |
Interest on participant loans | 2020-12-31 | $9,613 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $5,204,263 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,231,478 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,171,139 |
Contract administrator fees | 2020-12-31 | $115,607 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $10,191,078 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,500,384 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,267,087 |
Value of total corrective distributions | 2019-12-31 | $107,230 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,595,618 |
Value of total assets at end of year | 2019-12-31 | $28,211,236 |
Value of total assets at beginning of year | 2019-12-31 | $20,520,542 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $126,067 |
Total interest from all sources | 2019-12-31 | $7,492 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,442,833 |
Participant contributions at end of year | 2019-12-31 | $159,403 |
Participant contributions at beginning of year | 2019-12-31 | $94,245 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $55,646 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,166,102 |
Other income not declared elsewhere | 2019-12-31 | $3,122 |
Administrative expenses (other) incurred | 2019-12-31 | $2,750 |
Total non interest bearing cash at end of year | 2019-12-31 | $12,317 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $13,659 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $7,690,694 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $28,211,236 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $20,520,542 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $43,682 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $28,039,516 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $20,338,649 |
Interest on participant loans | 2019-12-31 | $7,492 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $4,584,846 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $986,683 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $18,343 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,267,087 |
Contract administrator fees | 2019-12-31 | $79,635 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2019-12-31 | 390859910 |
2018 : COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $496,230 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $4,911,626 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,985,183 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,962,668 |
Value of total corrective distributions | 2018-12-31 | $19,197 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,345,683 |
Value of total assets at end of year | 2018-12-31 | $20,520,542 |
Value of total assets at beginning of year | 2018-12-31 | $17,097,869 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,318 |
Total interest from all sources | 2018-12-31 | $4,413 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $700,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,698,195 |
Participant contributions at end of year | 2018-12-31 | $94,245 |
Participant contributions at beginning of year | 2018-12-31 | $84,668 |
Participant contributions at end of year | 2018-12-31 | $55,646 |
Participant contributions at beginning of year | 2018-12-31 | $75,838 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,866,661 |
Other income not declared elsewhere | 2018-12-31 | $8,463 |
Total non interest bearing cash at end of year | 2018-12-31 | $13,659 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $1,214,724 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $2,926,443 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $20,520,542 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $17,097,869 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $1,850 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $20,338,649 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $15,698,539 |
Interest on participant loans | 2018-12-31 | $4,413 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-1,446,933 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $780,827 |
Employer contributions (assets) at end of year | 2018-12-31 | $18,343 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $24,100 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,962,668 |
Contract administrator fees | 2018-12-31 | $1,468 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2018-12-31 | 390859910 |
2017 : COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $5,399,001 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $562,106 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $544,925 |
Value of total corrective distributions | 2017-12-31 | $13,851 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,416,727 |
Value of total assets at end of year | 2017-12-31 | $17,097,869 |
Value of total assets at beginning of year | 2017-12-31 | $12,260,974 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,330 |
Total interest from all sources | 2017-12-31 | $4,619 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $700,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,588,339 |
Participant contributions at end of year | 2017-12-31 | $84,668 |
Participant contributions at beginning of year | 2017-12-31 | $94,636 |
Participant contributions at end of year | 2017-12-31 | $75,838 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,345,797 |
Other income not declared elsewhere | 2017-12-31 | $5,576 |
Total non interest bearing cash at end of year | 2017-12-31 | $1,214,724 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $5,216 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $4,836,895 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $17,097,869 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,260,974 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $1,809 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $15,698,539 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $12,161,122 |
Interest on participant loans | 2017-12-31 | $4,619 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,972,079 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $482,591 |
Employer contributions (assets) at end of year | 2017-12-31 | $24,100 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $544,925 |
Contract administrator fees | 2017-12-31 | $1,521 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2017-12-31 | 390859910 |