401k Plan data: ETF ADVISOR K MEP PLAN plan

ETF ADVISOR K MEP PLAN 401k Plan overview

Plan Name	ETF ADVISOR K MEP PLAN
Plan identification number	336

ETF ADVISOR K MEP PLAN Benefits

401k Plan Type

Defined 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
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.

401k Sponsoring company profile

MOUNT KISCO VETERINARY CLINIC has sponsored the creation of one or more 401k plans.

Company Name: MOUNT KISCO VETERINARY CLINIC

Employer identification number (EIN): 371496146

NAIC Classification: 541940
NAIC Description: Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K MEP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
336 2019-01-01 KRISTI DALLEY 2020-10-12
336 2018-01-01 KRISTI DALLEY 2019-07-25
336 2017-01-01 T R BICK 2018-07-16
336 2017-01-01 KRISTI DALLEY 2018-10-11
336 2016-01-01 T R BICK
336 2015-01-01 T R BICK
336 2013-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
336	2019-01-01	KRISTI DALLEY	2020-10-12
336	2018-01-01	KRISTI DALLEY	2019-07-25
336	2017-01-01	T R BICK	2018-07-16
336	2017-01-01	KRISTI DALLEY	2018-10-11
336	2016-01-01	T R BICK
336	2015-01-01	T R BICK
336	2013-01-01

Plan Statistics for ETF ADVISOR K MEP PLAN

401k plan membership statisitcs for ETF ADVISOR K MEP PLAN

Measure Date Value
2016: ETF ADVISOR K MEP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ETF ADVISOR K MEP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 20
Number of participants with account balances 2015-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2013: ETF ADVISOR K MEP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4

Measure	Date	Value
2016: ETF ADVISOR K MEP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ETF ADVISOR K MEP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	20
Number of participants with account balances	2015-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2013: ETF ADVISOR K MEP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4

Financial Data on ETF ADVISOR K MEP PLAN

Measure	Date	Value
2016 : ETF ADVISOR K MEP PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$180,062
Expenses. Total of all expenses incurred	2016-12-31	$10,972
Total plan assets at end of year	2016-12-31	$1,205,958
Total plan assets at beginning of year	2016-12-31	$1,036,868
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$47,230
Contributions received from other sources (not participants or employers)	2016-12-31	$8,828
Other income received	2016-12-31	$53,008
Net income (gross income less expenses)	2016-12-31	$169,090
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,205,958
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,036,868
Assets. Value of participant loans	2016-12-31	$11,626
Total contributions received or receivable from employer(s)	2016-12-31	$70,996
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$10,972
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ETF ADVISOR K MEP PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$74,000
Expenses. Total of all expenses incurred	2015-12-31	$9,686
Total plan assets at end of year	2015-12-31	$1,036,868
Total plan assets at beginning of year	2015-12-31	$972,554
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$41,567
Other income received	2015-12-31	$-31,541
Net income (gross income less expenses)	2015-12-31	$64,314
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,036,868
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$972,554
Assets. Value of participant loans	2015-12-31	$15,434
Total contributions received or receivable from employer(s)	2015-12-31	$63,974
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$9,686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2013 : ETF ADVISOR K MEP PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$988,941
Total income from all sources	2013-12-31	$291,859
Expenses. Total of all expenses incurred	2013-12-31	$454,981
Benefits paid (including direct rollovers)	2013-12-31	$446,603
Total plan assets at end of year	2013-12-31	$825,819
Total plan assets at beginning of year	2013-12-31	$0
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$41,808
Other income received	2013-12-31	$188,397
Net income (gross income less expenses)	2013-12-31	$-163,122
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$825,819
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Assets. Value of participant loans	2013-12-31	$2,129
Total contributions received or receivable from employer(s)	2013-12-31	$61,654
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,378

Form 5500 Responses for ETF ADVISOR K MEP PLAN

2016: ETF ADVISOR K MEP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ETF ADVISOR K MEP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2013: ETF ADVISOR K MEP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MOUNT KISCO VETERINARY CLINIC
Employer identification number (EIN):	371496146
NAIC Classification:	541940
NAIC Description:	Veterinary Services