401k Plan data: LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN plan

LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN
Plan identification number	001

LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LAKEFIELD VETERINARY GROUP has sponsored the creation of one or more 401k plans.

Company Name: LAKEFIELD VETERINARY GROUP

Employer identification number (EIN): 800887479

NAIC Classification: 541940
NAIC Description: Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MICHAEL KERR 2023-10-10
001 2021-01-01 CLINT WERTS 2022-10-11
001 2020-01-01
001 2019-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MICHAEL KERR	2023-10-10
001	2021-01-01	CLINT WERTS	2022-10-11
001	2020-01-01
001	2019-01-01

Plan Statistics for LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,537
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,526
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 549
Total of all active and inactive participants 2022-01-01 2,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 2,076
Number of participants with account balances 2022-01-01 1,936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 192
2021: LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,195
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,318
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 209
Total of all active and inactive participants 2021-01-01 1,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,527
Number of participants with account balances 2021-01-01 1,397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,024
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,146
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 34
Total of all active and inactive participants 2020-01-01 1,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,180
Number of participants with account balances 2020-01-01 1,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 704
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,012
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 1,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,024
Number of participants with account balances 2019-01-01 879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,537
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,526
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	549
Total of all active and inactive participants	2022-01-01	2,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	2,076
Number of participants with account balances	2022-01-01	1,936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	192
2021: LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,195
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,318
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	209
Total of all active and inactive participants	2021-01-01	1,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,527
Number of participants with account balances	2021-01-01	1,397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,024
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,146
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	34
Total of all active and inactive participants	2020-01-01	1,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,180
Number of participants with account balances	2020-01-01	1,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	704
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,012
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	1,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,024
Number of participants with account balances	2019-01-01	879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
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	$4,429,040
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,664,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,485,475
Value of total corrective distributions	2022-12-31	$4,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,404,215
Value of total assets at end of year	2022-12-31	$23,820,983
Value of total assets at beginning of year	2022-12-31	$21,056,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$174,785
Total interest from all sources	2022-12-31	$15,272
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$494,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$494,922
Administrative expenses professional fees incurred	2022-12-31	$174,785
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
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	$5,421,554
Participant contributions at end of year	2022-12-31	$194,678
Participant contributions at beginning of year	2022-12-31	$79,318
Participant contributions at end of year	2022-12-31	$184,227
Participant contributions at beginning of year	2022-12-31	$93,876
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$656,598
Total non interest bearing cash at end of year	2022-12-31	$11
Total non interest bearing cash at beginning of year	2022-12-31	$152
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	$2,764,511
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$23,820,983
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,056,472
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$22,426,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$20,171,879
Interest on participant loans	2022-12-31	$5,537
Interest earned on other investments	2022-12-31	$9,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$937,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$688,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,485,369
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	$2,326,063
Employer contributions (assets) at end of year	2022-12-31	$77,403
Employer contributions (assets) at beginning of year	2022-12-31	$23,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,485,475
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	COOPER SAVAS
Accountancy firm EIN	2022-12-31	275169784
2021 : LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
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	$8,234,997
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,963,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,832,586
Value of total corrective distributions	2021-12-31	$803
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,586,003
Value of total assets at end of year	2021-12-31	$21,056,472
Value of total assets at beginning of year	2021-12-31	$15,784,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$129,855
Total interest from all sources	2021-12-31	$9,768
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$573,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$573,631
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
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	$4,315,801
Participant contributions at end of year	2021-12-31	$79,318
Participant contributions at beginning of year	2021-12-31	$81,961
Participant contributions at end of year	2021-12-31	$93,876
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$466,559
Other income not declared elsewhere	2021-12-31	$740,159
Total non interest bearing cash at end of year	2021-12-31	$152
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	$5,271,753
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,056,472
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,784,719
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$20,171,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,543,168
Interest on participant loans	2021-12-31	$3,220
Interest earned on other investments	2021-12-31	$6,548
Value of interest in common/collective trusts at beginning of year	2021-12-31	$10,159,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$688,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,325,436
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	$803,643
Employer contributions (assets) at end of year	2021-12-31	$23,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,832,586
Contract administrator fees	2021-12-31	$129,855
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
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	COOPER SAVAS
Accountancy firm EIN	2021-12-31	275169784
2020 : LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
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	$6,709,419
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,030,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$863,908
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$33,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,712,677
Value of total assets at end of year	2020-12-31	$15,784,719
Value of total assets at beginning of year	2020-12-31	$10,106,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$133,668
Total interest from all sources	2020-12-31	$4,840
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$131,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$131,459
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
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	$3,106,626
Participant contributions at end of year	2020-12-31	$81,961
Participant contributions at beginning of year	2020-12-31	$76,840
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,024,581
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
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	$5,678,572
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,784,719
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,106,147
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	$27,258
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,543,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,029,307
Interest on participant loans	2020-12-31	$4,840
Interest earned on other investments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$10,159,590
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$484,945
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$1,375,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
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	$581,470
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$863,908
Contract administrator fees	2020-12-31	$106,410
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	COOPER SAVAS
Accountancy firm EIN	2020-12-31	275169784
2019 : LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
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	$10,556,822
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$450,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$363,306
Expenses. Certain deemed distributions of participant loans	2019-12-31	$518
Value of total corrective distributions	2019-12-31	$2,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$9,433,190
Value of total assets at end of year	2019-12-31	$10,106,147
Value of total assets at beginning of year	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$84,550
Total interest from all sources	2019-12-31	$4,231
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$763,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$763,764
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
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	$2,251,995
Participant contributions at end of year	2019-12-31	$76,840
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,734,492
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
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	$10,106,147
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,106,147
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$0
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	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,029,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$4,231
Interest earned on other investments	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$355,637
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
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	Yes
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	$446,703
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$363,306
Contract administrator fees	2019-12-31	$84,550
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	COOPER WILLIAMS, LLC
Accountancy firm EIN	2019-12-31	275169784

Form 5500 Responses for LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN

2022: LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LAKEFIELD VETERINARY GROUP, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814608

Policy instance

Insurance contract or identification number	814608
Number of Individuals Covered	2076
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814608

Policy instance

Insurance contract or identification number	814608
Number of Individuals Covered	1527
Insurance policy start date	2021-04-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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Company Name:	LAKEFIELD VETERINARY GROUP
Employer identification number (EIN):	800887479
NAIC Classification:	541940
NAIC Description:	Veterinary Services