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COMMUNITY VETERINARY PARTNERS 401(K) PLAN 401k Plan overview

Plan NameCOMMUNITY VETERINARY PARTNERS 401(K) PLAN
Plan identification number 001

COMMUNITY VETERINARY PARTNERS 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMUNITY VETERINARY PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY VETERINARY PARTNERS, LLC
Employer identification number (EIN):271126809
NAIC Classification:541940
NAIC Description:Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY VETERINARY PARTNERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHAWN HEMING
0012016-01-01FALI SIDHVA2017-04-13
0012015-01-01FALI SIDHVA2016-03-28
0012014-01-01MICHAEL RAPHAEL2015-03-27
0012013-07-01MICHAEL RAPHAEL2014-03-31

Plan Statistics for COMMUNITY VETERINARY PARTNERS 401(K) PLAN

401k plan membership statisitcs for COMMUNITY VETERINARY PARTNERS 401(K) PLAN

Measure Date Value
2022: COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,482
Total number of active participants reported on line 7a of the Form 55002022-01-012,655
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01468
Total of all active and inactive participants2022-01-013,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,125
Number of participants with account balances2022-01-012,092
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01140
2021: COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,872
Total number of active participants reported on line 7a of the Form 55002021-01-011,994
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01313
Total of all active and inactive participants2021-01-012,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,308
Number of participants with account balances2021-01-011,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0178
2020: COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,681
Total number of active participants reported on line 7a of the Form 55002020-01-011,544
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01206
Total of all active and inactive participants2020-01-011,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,750
Number of participants with account balances2020-01-01949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0171
2019: COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,327
Total number of active participants reported on line 7a of the Form 55002019-01-011,374
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01136
Total of all active and inactive participants2019-01-011,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,510
Number of participants with account balances2019-01-01783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0144
2018: COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01749
Total number of active participants reported on line 7a of the Form 55002018-01-01837
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-01921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01921
Number of participants with account balances2018-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0133
2017: COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01485
Total number of active participants reported on line 7a of the Form 55002017-01-01487
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01535
Number of participants with account balances2017-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113

Financial Data on COMMUNITY VETERINARY PARTNERS 401(K) PLAN

Measure Date Value
2022 : COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,405,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,004,555
Value of total corrective distributions2022-12-31$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 year2022-12-31$49,894,296
Value of total assets at beginning of year2022-12-31$47,686,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$226,137
Total interest from all sources2022-12-31$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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,094,976
Participant contributions at end of year2022-12-31$247,929
Participant contributions at beginning of year2022-12-31$279,576
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,813,524
Other income not declared elsewhere2022-12-31$1,363
Administrative expenses (other) incurred2022-12-31$5,925
Total non interest bearing cash at end of year2022-12-31$51,606
Total non interest bearing cash at beginning of year2022-12-31$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 appraiser2022-12-31No
Value of net income/loss2022-12-31$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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$80,449
Value of interest in pooled separate accounts at end of year2022-12-31$49,594,761
Value of interest in pooled separate accounts at beginning of year2022-12-31$47,344,795
Interest on participant loans2022-12-31$11,724
Net investment gain/loss from pooled separate accounts2022-12-31$-8,605,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,296,449
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,004,555
Contract administrator fees2022-12-31$139,763
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,467,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,101,663
Value of total corrective distributions2021-12-31$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 year2021-12-31$47,686,650
Value of total assets at beginning of year2021-12-31$38,016,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$228,010
Total interest from all sources2021-12-31$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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,201,974
Participant contributions at end of year2021-12-31$279,576
Participant contributions at beginning of year2021-12-31$222,449
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,870,145
Administrative expenses (other) incurred2021-12-31$3,275
Total non interest bearing cash at end of year2021-12-31$62,279
Total non interest bearing cash at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$77,531
Value of interest in pooled separate accounts at end of year2021-12-31$47,344,795
Value of interest in pooled separate accounts at beginning of year2021-12-31$37,775,763
Interest on participant loans2021-12-31$10,786
Net investment gain/loss from pooled separate accounts2021-12-31$5,559,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,495,274
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,101,663
Contract administrator fees2021-12-31$147,204
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,364,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,171,139
Value of total corrective distributions2020-12-31$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 year2020-12-31$38,016,441
Value of total assets at beginning of year2020-12-31$28,211,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$186,729
Total interest from all sources2020-12-31$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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,202,763
Participant contributions at end of year2020-12-31$222,449
Participant contributions at beginning of year2020-12-31$159,403
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,521,196
Other income not declared elsewhere2020-12-31$168
Administrative expenses (other) incurred2020-12-31$2,650
Total non interest bearing cash at end of year2020-12-31$18,229
Total non interest bearing cash at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$68,472
Value of interest in pooled separate accounts at end of year2020-12-31$37,775,763
Value of interest in pooled separate accounts at beginning of year2020-12-31$28,039,516
Interest on participant loans2020-12-31$9,613
Net investment gain/loss from pooled separate accounts2020-12-31$5,204,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,231,478
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,171,139
Contract administrator fees2020-12-31$115,607
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,500,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,267,087
Value of total corrective distributions2019-12-31$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 year2019-12-31$28,211,236
Value of total assets at beginning of year2019-12-31$20,520,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$126,067
Total interest from all sources2019-12-31$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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,442,833
Participant contributions at end of year2019-12-31$159,403
Participant contributions at beginning of year2019-12-31$94,245
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$55,646
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,166,102
Other income not declared elsewhere2019-12-31$3,122
Administrative expenses (other) incurred2019-12-31$2,750
Total non interest bearing cash at end of year2019-12-31$12,317
Total non interest bearing cash at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$43,682
Value of interest in pooled separate accounts at end of year2019-12-31$28,039,516
Value of interest in pooled separate accounts at beginning of year2019-12-31$20,338,649
Interest on participant loans2019-12-31$7,492
Net investment gain/loss from pooled separate accounts2019-12-31$4,584,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$986,683
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$18,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,267,087
Contract administrator fees2019-12-31$79,635
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,985,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,962,668
Value of total corrective distributions2018-12-31$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 year2018-12-31$20,520,542
Value of total assets at beginning of year2018-12-31$17,097,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,318
Total interest from all sources2018-12-31$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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$700,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,698,195
Participant contributions at end of year2018-12-31$94,245
Participant contributions at beginning of year2018-12-31$84,668
Participant contributions at end of year2018-12-31$55,646
Participant contributions at beginning of year2018-12-31$75,838
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,866,661
Other income not declared elsewhere2018-12-31$8,463
Total non interest bearing cash at end of year2018-12-31$13,659
Total non interest bearing cash at beginning of year2018-12-31$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 appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,850
Value of interest in pooled separate accounts at end of year2018-12-31$20,338,649
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,698,539
Interest on participant loans2018-12-31$4,413
Net investment gain/loss from pooled separate accounts2018-12-31$-1,446,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$780,827
Employer contributions (assets) at end of year2018-12-31$18,343
Employer contributions (assets) at beginning of year2018-12-31$24,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,962,668
Contract administrator fees2018-12-31$1,468
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2018-12-31390859910
2017 : COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$562,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$544,925
Value of total corrective distributions2017-12-31$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 year2017-12-31$17,097,869
Value of total assets at beginning of year2017-12-31$12,260,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,330
Total interest from all sources2017-12-31$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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$700,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,588,339
Participant contributions at end of year2017-12-31$84,668
Participant contributions at beginning of year2017-12-31$94,636
Participant contributions at end of year2017-12-31$75,838
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,345,797
Other income not declared elsewhere2017-12-31$5,576
Total non interest bearing cash at end of year2017-12-31$1,214,724
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,809
Value of interest in pooled separate accounts at end of year2017-12-31$15,698,539
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,161,122
Interest on participant loans2017-12-31$4,619
Net investment gain/loss from pooled separate accounts2017-12-31$1,972,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$482,591
Employer contributions (assets) at end of year2017-12-31$24,100
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$544,925
Contract administrator fees2017-12-31$1,521
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2017-12-31390859910

Form 5500 Responses for COMMUNITY VETERINARY PARTNERS 401(K) PLAN

2022: COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMUNITY VETERINARY PARTNERS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107972
Policy instance 1
Insurance contract or identification number107972
Number of Individuals Covered2092
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $65,063
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees65063
Additional information about fees paid to insurance brokerNEW LOCATION EXPENSES AND TRANSACTION FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107972
Policy instance 1
Insurance contract or identification number107972
Number of Individuals Covered1276
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,331
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18331
Additional information about fees paid to insurance brokerNEW LOCATION EXPENSES AND TRANSACTION FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107972
Policy instance 1
Insurance contract or identification number107972
Number of Individuals Covered949
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,258
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5258
Additional information about fees paid to insurance brokerNEW LOCATION EXPENSES AND TRANSACTION FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107972
Policy instance 1
Insurance contract or identification number107972
Number of Individuals Covered905
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $37,957
Total amount of fees paid to insurance companyUSD $15,416
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,957
Insurance broker organization code?3
Amount paid for insurance broker fees15416
Additional information about fees paid to insurance brokerNEW LOCATION EXPENSES AND TRANSACTION FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107972
Policy instance 1
Insurance contract or identification number107972
Number of Individuals Covered686
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $77,782
Total amount of fees paid to insurance companyUSD $14,281
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $77,782
Insurance broker organization code?3
Amount paid for insurance broker fees14281
Additional information about fees paid to insurance brokerNEW LOCATION EXPENSES AND TRANSACTION FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107972
Policy instance 1
Insurance contract or identification number107972
Number of Individuals Covered438
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $51,012
Total amount of fees paid to insurance companyUSD $14,923
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,012
Insurance broker organization code?3
Amount paid for insurance broker fees14923
Additional information about fees paid to insurance brokerNEW LOCATION EXPENSES AND TRANSACTION FEES
Insurance broker namePENNSYLVANIA PENSION PLANNERS, INC.

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