401k Plan data: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN plan

HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 401k Plan overview

Plan Name	HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN
Plan identification number	001

HERITAGE ANIMAL CLINIC, S. C. 401(K) 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

HERITAGE ANIMAL CLINIC, S.C. has sponsored the creation of one or more 401k plans.

Company Name: HERITAGE ANIMAL CLINIC, S.C.

Employer identification number (EIN): 391985107

NAIC Classification: 541940
NAIC Description: Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAVID TEXEIRA 2024-09-19
001 2022-01-01 DAVID TEXEIRA 2023-10-10
001 2021-01-01 DAVID TEXEIRA 2022-09-19
001 2020-01-01 DAVID TEXEIRA 2021-08-03
001 2019-01-01 DAVID TEXEIRA 2020-09-19
001 2018-01-01 DAVID TEXEIRA 2019-07-18
001 2017-01-01
001 2016-01-01 DAVID TEXEIRA
001 2015-03-23 DAVID TEXEIRA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	DAVID TEXEIRA	2024-09-19
001	2022-01-01	DAVID TEXEIRA	2023-10-10
001	2021-01-01	DAVID TEXEIRA	2022-09-19
001	2020-01-01	DAVID TEXEIRA	2021-08-03
001	2019-01-01	DAVID TEXEIRA	2020-09-19
001	2018-01-01	DAVID TEXEIRA	2019-07-18
001	2017-01-01
001	2016-01-01	DAVID TEXEIRA
001	2015-03-23	DAVID TEXEIRA

Plan Statistics for HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN

401k plan membership statisitcs for HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN

Measure Date Value
2020: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
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 1
Total of all active and inactive participants 2020-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 9
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
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 2
Total of all active and inactive participants 2019-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
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 1
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-03-23 10
Total number of active participants reported on line 7a of the Form 5500 2015-03-23 8
Number of retired or separated participants receiving benefits 2015-03-23 0
Number of other retired or separated participants entitled to future benefits 2015-03-23 1
Total of all active and inactive participants 2015-03-23 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-03-23 0
Total participants 2015-03-23 9
Number of participants with account balances 2015-03-23 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-03-23 0

Measure	Date	Value
2020: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
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	1
Total of all active and inactive participants	2020-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	9
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
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	2
Total of all active and inactive participants	2019-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
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	1
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-03-23	10
Total number of active participants reported on line 7a of the Form 5500	2015-03-23	8
Number of retired or separated participants receiving benefits	2015-03-23	0
Number of other retired or separated participants entitled to future benefits	2015-03-23	1
Total of all active and inactive participants	2015-03-23	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-03-23	0
Total participants	2015-03-23	9
Number of participants with account balances	2015-03-23	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-03-23	0

Financial Data on HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN

Measure	Date	Value
2020 : HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$90,299
Expenses. Total of all expenses incurred	2020-12-31	$4,775
Benefits paid (including direct rollovers)	2020-12-31	$4,775
Total plan assets at end of year	2020-12-31	$546,133
Total plan assets at beginning of year	2020-12-31	$460,609
Value of fidelity bond covering the plan	2020-12-31	$47,000
Total contributions received or receivable from participants	2020-12-31	$15,492
Other income received	2020-12-31	$63,725
Net income (gross income less expenses)	2020-12-31	$85,524
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$546,133
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$460,609
Total contributions received or receivable from employer(s)	2020-12-31	$11,082
2019 : HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$127,630
Expenses. Total of all expenses incurred	2019-12-31	$84,440
Benefits paid (including direct rollovers)	2019-12-31	$84,440
Total plan assets at end of year	2019-12-31	$460,609
Total plan assets at beginning of year	2019-12-31	$417,419
Value of fidelity bond covering the plan	2019-12-31	$42,000
Total contributions received or receivable from participants	2019-12-31	$29,261
Other income received	2019-12-31	$84,892
Net income (gross income less expenses)	2019-12-31	$43,190
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$460,609
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$417,419
Total contributions received or receivable from employer(s)	2019-12-31	$13,477
2018 : HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$23,078
Expenses. Total of all expenses incurred	2018-12-31	$45,250
Benefits paid (including direct rollovers)	2018-12-31	$45,250
Total plan assets at end of year	2018-12-31	$417,419
Total plan assets at beginning of year	2018-12-31	$439,591
Value of fidelity bond covering the plan	2018-12-31	$42,000
Total contributions received or receivable from participants	2018-12-31	$34,373
Other income received	2018-12-31	$-25,973
Net income (gross income less expenses)	2018-12-31	$-22,172
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$417,419
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$439,591
Total contributions received or receivable from employer(s)	2018-12-31	$14,678
2017 : HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$111,067
Expenses. Total of all expenses incurred	2017-12-31	$45,356
Benefits paid (including direct rollovers)	2017-12-31	$45,356
Total plan assets at end of year	2017-12-31	$439,591
Total plan assets at beginning of year	2017-12-31	$373,880
Value of fidelity bond covering the plan	2017-12-31	$44,000
Total contributions received or receivable from participants	2017-12-31	$33,756
Other income received	2017-12-31	$63,270
Net income (gross income less expenses)	2017-12-31	$65,711
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$439,591
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$373,880
Total contributions received or receivable from employer(s)	2017-12-31	$14,041
2016 : HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$69,104
Expenses. Total of all expenses incurred	2016-12-31	$1,069
Benefits paid (including direct rollovers)	2016-12-31	$1,069
Total plan assets at end of year	2016-12-31	$373,880
Total plan assets at beginning of year	2016-12-31	$305,845
Value of fidelity bond covering the plan	2016-12-31	$38,000
Total contributions received or receivable from participants	2016-12-31	$30,115
Other income received	2016-12-31	$24,322
Net income (gross income less expenses)	2016-12-31	$68,035
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$373,880
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$305,845
Total contributions received or receivable from employer(s)	2016-12-31	$14,667
2015 : HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$305,845
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$305,845
Total plan assets at beginning of year	2015-12-31	$0
Total contributions received or receivable from participants	2015-12-31	$9,951
Contributions received from other sources (not participants or employers)	2015-12-31	$296,525
Other income received	2015-12-31	$-8,384
Net income (gross income less expenses)	2015-12-31	$305,845
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$305,845
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$7,753

Form 5500 Responses for HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN

2020: HERITAGE ANIMAL CLINIC, S. C. 401(K) 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: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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
2018: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single 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: HERITAGE ANIMAL CLINIC, S. C. 401(K) PLAN 2015 form 5500 responses
2015-03-23	Type of plan entity	Single employer plan
2015-03-23	First time form 5500 has been submitted	Yes
2015-03-23	Submission has been amended	No
2015-03-23	This submission is the final filing	No
2015-03-23	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-03-23	Plan is a collectively bargained plan	No
2015-03-23	Plan funding arrangement – Trust	Yes
2015-03-23	Plan benefit arrangement - Trust	Yes

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Company Name:	HERITAGE ANIMAL CLINIC, S.C.
Employer identification number (EIN):	391985107
NAIC Classification:	541940
NAIC Description:	Veterinary Services