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MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 401k Plan overview

Plan NameMENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN
Plan identification number 002

MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

MENDOTA EQUINE SPORTS MEDICINE has sponsored the creation of one or more 401k plans.

Company Name:MENDOTA EQUINE SPORTS MEDICINE
Employer identification number (EIN):752577951
NAIC Classification:541940
NAIC Description:Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01KRISTI DALLEY2023-08-29
0022021-01-01KRISTI DALLEY2022-07-26
0022020-01-01KRISTI DALLEY2021-06-30
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01ALAN D DONNELL
0022011-01-01ALAN D DONNELL
0022009-01-01ALAN D DONNELL
0022009-01-01ALAN D DONNELL

Plan Statistics for MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN

401k plan membership statisitcs for MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN

Measure Date Value
2014: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-019
Total participants2014-01-019
Number of participants with account balances2014-01-018
2013: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0110
Total participants2013-01-0110
Number of participants with account balances2013-01-018
2012: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0111
Total participants2012-01-0111
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0111
Total participants2011-01-0111
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Total of all active and inactive participants2009-01-0110
Total participants2009-01-0110
Number of participants with account balances2009-01-017

Financial Data on MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN

Measure Date Value
2014 : MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$17,073
Expenses. Total of all expenses incurred2014-12-31$1,923
Total plan assets at end of year2014-12-31$194,791
Total plan assets at beginning of year2014-12-31$179,641
Total contributions received or receivable from participants2014-12-31$11,493
Other income received2014-12-31$5,580
Net income (gross income less expenses)2014-12-31$15,150
Net plan assets at end of year (total assets less liabilities)2014-12-31$194,791
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$179,641
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,923
2013 : MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$38,068
Expenses. Total of all expenses incurred2013-12-31$2,598
Benefits paid (including direct rollovers)2013-12-31$914
Total plan assets at end of year2013-12-31$179,641
Total plan assets at beginning of year2013-12-31$144,171
Total contributions received or receivable from participants2013-12-31$11,340
Other income received2013-12-31$26,728
Net income (gross income less expenses)2013-12-31$35,470
Net plan assets at end of year (total assets less liabilities)2013-12-31$179,641
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$144,171
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,684
2012 : MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$28,099
Expenses. Total of all expenses incurred2012-12-31$1,384
Total plan assets at end of year2012-12-31$144,171
Total plan assets at beginning of year2012-12-31$117,456
Total contributions received or receivable from participants2012-12-31$12,739
Other income received2012-12-31$15,360
Net income (gross income less expenses)2012-12-31$26,715
Net plan assets at end of year (total assets less liabilities)2012-12-31$144,171
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$117,456
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,384
2011 : MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$8,417
Expenses. Total of all expenses incurred2011-12-31$1,247
Total plan assets at end of year2011-12-31$117,456
Total plan assets at beginning of year2011-12-31$110,286
Total contributions received or receivable from participants2011-12-31$15,092
Other income received2011-12-31$-8,171
Net income (gross income less expenses)2011-12-31$7,170
Net plan assets at end of year (total assets less liabilities)2011-12-31$117,456
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$110,286
Total contributions received or receivable from employer(s)2011-12-31$1,496
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,247
2010 : MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$45,740
Expenses. Total of all expenses incurred2010-12-31$873
Total plan assets at end of year2010-12-31$110,286
Total plan assets at beginning of year2010-12-31$65,419
Total contributions received or receivable from participants2010-12-31$17,197
Other income received2010-12-31$11,346
Net income (gross income less expenses)2010-12-31$44,867
Net plan assets at end of year (total assets less liabilities)2010-12-31$110,286
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$65,419
Total contributions received or receivable from employer(s)2010-12-31$17,197
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$873

Form 5500 Responses for MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN

2014: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP39045
Policy instance 1
Insurance contract or identification numberGP39045
Number of Individuals Covered9
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $929
Total amount of fees paid to insurance companyUSD $36
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $929
Insurance broker organization code?4
Amount paid for insurance broker fees36
Insurance broker nameDENNIS THORSELL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP39045
Policy instance 1
Insurance contract or identification numberGP39045
Number of Individuals Covered8
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $577
Total amount of fees paid to insurance companyUSD $25
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $577
Insurance broker organization code?4
Amount paid for insurance broker fees25
Insurance broker nameDENNIS THORSELL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP39045
Policy instance 1
Insurance contract or identification numberGP39045
Number of Individuals Covered9
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $494
Total amount of fees paid to insurance companyUSD $26
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $494
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSION
Insurance broker organization code?4
Amount paid for insurance broker fees26
Insurance broker nameDENNIS THORSELL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP39045
Policy instance 1
Insurance contract or identification numberGP39045
Number of Individuals Covered9
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $567
Total amount of fees paid to insurance companyUSD $65
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP39045
Policy instance 1
Insurance contract or identification numberGP39045
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $375
Total amount of fees paid to insurance companyUSD $80
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $375
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSION
Insurance broker organization code?4
Amount paid for insurance broker fees60
Insurance broker nameEMPLOYER SELECT PLAN AGENCY I

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