401k Plan data: SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN plan

SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN 401k Plan overview

Plan Name	SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN
Plan identification number	001

SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SO CALIFORNIA VET SPECIALTY HOSPITAL, GP has sponsored the creation of one or more 401k plans.

Company Name: SO CALIFORNIA VET SPECIALTY HOSPITAL, GP

Employer identification number (EIN): 463787210

NAIC Classification: 541940
NAIC Description: Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01 GILBERT VELASQUEZ
001 2016-01-01 GILBERT VELASQUEZ
001 2016-01-01
001 2016-01-01
001 2015-01-01 GILBERT VELASQUEZ
001 2015-01-01 GILBERT VELASQUEZ
001 2014-01-01 GILBERT VELASQUEZ 2015-08-27

Plan Statistics for SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN

401k plan membership statisitcs for SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN

Measure Date Value
2018: SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 88
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 35
Total of all active and inactive participants 2018-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 123
Number of participants with account balances 2018-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 126
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 25
Total of all active and inactive participants 2017-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 151
Number of participants with account balances 2017-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 133
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 21
Total of all active and inactive participants 2016-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 154
Number of participants with account balances 2016-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 117
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 23
Total of all active and inactive participants 2015-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 140
Number of participants with account balances 2015-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5

Measure	Date	Value
2018: SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	88
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	35
Total of all active and inactive participants	2018-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	123
Number of participants with account balances	2018-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	126
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	25
Total of all active and inactive participants	2017-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	151
Number of participants with account balances	2017-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	133
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	21
Total of all active and inactive participants	2016-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	154
Number of participants with account balances	2016-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	117
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	23
Total of all active and inactive participants	2015-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	140
Number of participants with account balances	2015-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5

Financial Data on SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN

Measure	Date	Value
2018 : SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
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	$188,253
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,430,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,409,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$708,663
Value of total assets at end of year	2018-12-31	$5,177,651
Value of total assets at beginning of year	2018-12-31	$7,420,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$21,512
Total interest from all sources	2018-12-31	$4,656
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$335,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$335,938
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$490,842
Participant contributions at end of year	2018-12-31	$81,229
Participant contributions at beginning of year	2018-12-31	$154,442
Participant contributions at beginning of year	2018-12-31	$87,567
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$9,938
Administrative expenses (other) incurred	2018-12-31	$21,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,242,645
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,177,651
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,420,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,096,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,237,583
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,064,796
Interest on participant loans	2018-12-31	$4,656
Value of interest in common/collective trusts at end of year	2018-12-31	$42
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,612,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-861,056
Net investment gain or loss from common/collective trusts	2018-12-31	$52
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$207,883
Employer contributions (assets) at beginning of year	2018-12-31	$263,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,409,386
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	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ERIC BLACKHALL
Accountancy firm EIN	2018-12-31	010568806
2017 : SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$1,644,799
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$35,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$33,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$799,024
Value of total assets at end of year	2017-12-31	$7,420,296
Value of total assets at beginning of year	2017-12-31	$5,811,095
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,266
Total interest from all sources	2017-12-31	$7,890
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$80,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$80,155
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$539,815
Participant contributions at end of year	2017-12-31	$154,442
Participant contributions at beginning of year	2017-12-31	$199,085
Participant contributions at end of year	2017-12-31	$87,567
Participant contributions at beginning of year	2017-12-31	$109,548
Other income not declared elsewhere	2017-12-31	$4,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,609,201
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,420,296
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,811,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,237,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,262,616
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,064,796
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$732,521
Interest on participant loans	2017-12-31	$7,890
Value of interest in common/collective trusts at end of year	2017-12-31	$1,612,739
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,263,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$369,048
Net investment gain/loss from pooled separate accounts	2017-12-31	$154,013
Net investment gain or loss from common/collective trusts	2017-12-31	$230,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$259,209
Employer contributions (assets) at end of year	2017-12-31	$263,169
Employer contributions (assets) at beginning of year	2017-12-31	$243,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$33,332
Contract administrator fees	2017-12-31	$2,266
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ERIC J. BLACKHALL
Accountancy firm EIN	2017-12-31	010568806
2016 : SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,154,789
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$631,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$628,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$776,276
Value of total assets at end of year	2016-12-31	$5,811,095
Value of total assets at beginning of year	2016-12-31	$5,287,506
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,516
Total interest from all sources	2016-12-31	$8,506
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$65,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$65,338
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$477,957
Participant contributions at end of year	2016-12-31	$199,085
Participant contributions at beginning of year	2016-12-31	$194,026
Participant contributions at end of year	2016-12-31	$109,548
Participant contributions at beginning of year	2016-12-31	$101,342
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$23,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$523,589
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,811,095
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,287,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,262,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,298,618
Value of interest in pooled separate accounts at end of year	2016-12-31	$732,521
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$590,170
Interest on participant loans	2016-12-31	$8,506
Value of interest in common/collective trusts at end of year	2016-12-31	$1,263,804
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,020,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$125,609
Net investment gain/loss from pooled separate accounts	2016-12-31	$85,202
Net investment gain or loss from common/collective trusts	2016-12-31	$93,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$274,796
Employer contributions (assets) at end of year	2016-12-31	$243,521
Employer contributions (assets) at beginning of year	2016-12-31	$82,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$628,684
Contract administrator fees	2016-12-31	$2,516
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ERIC J. BLACKHALL
Accountancy firm EIN	2016-12-31	010568806
2015 : SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$667,407
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$66,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$64,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$716,716
Value of total assets at end of year	2015-12-31	$5,287,506
Value of total assets at beginning of year	2015-12-31	$4,686,466
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,269
Total interest from all sources	2015-12-31	$7,989
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$63,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$63,725
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$499,787
Participant contributions at end of year	2015-12-31	$194,026
Participant contributions at beginning of year	2015-12-31	$194,015
Participant contributions at end of year	2015-12-31	$101,342
Participant contributions at beginning of year	2015-12-31	$56,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$601,040
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,287,506
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,686,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,298,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,785,085
Value of interest in pooled separate accounts at end of year	2015-12-31	$590,170
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$570,081
Interest on participant loans	2015-12-31	$7,989
Value of interest in common/collective trusts at end of year	2015-12-31	$1,020,575
Value of interest in common/collective trusts at beginning of year	2015-12-31	$909,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-98,921
Net investment gain/loss from pooled separate accounts	2015-12-31	$-7,053
Net investment gain or loss from common/collective trusts	2015-12-31	$-15,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$216,929
Employer contributions (assets) at end of year	2015-12-31	$82,775
Employer contributions (assets) at beginning of year	2015-12-31	$170,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$64,098
Contract administrator fees	2015-12-31	$2,269
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ERIC J. BLACKHALL
Accountancy firm EIN	2015-12-31	010568806

Form 5500 Responses for SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN

2018: SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOUTHERN CALIFORNIA VET SPECIALTY HOSPITAL, GP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE CAMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

620282

Policy instance

Insurance contract or identification number	620282
Insurance policy start date	2018-01-01
Insurance policy end date	2018-01-31
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	0
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?	Yes

PRINCIPAL LIFE INSURANCE CAMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

620282

Policy instance

Insurance contract or identification number	620282
Number of Individuals Covered	118
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,186
Total amount of fees paid to insurance company	USD $437
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	0
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
Commission paid to Insurance Broker	USD $2,186
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	PASI LLC

PRINCIPAL LIFE INSURANCE CAMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

620282

Policy instance

Insurance contract or identification number	620282
Number of Individuals Covered	101
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,214
Total amount of fees paid to insurance company	USD $300
Are there contracts with allocated funds for individual policies?	No
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	0
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
Commission paid to Insurance Broker	USD $1,214
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3
Insurance broker name	PASI LLC

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SO CALIFORNIA VET SPECIALTY HOSPITAL, GP
Employer identification number (EIN):	463787210
NAIC Classification:	541940
NAIC Description:	Veterinary Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01
001	2017-01-01	GILBERT VELASQUEZ
001	2016-01-01	GILBERT VELASQUEZ
001	2016-01-01
001	2016-01-01
001	2015-01-01	GILBERT VELASQUEZ
001	2015-01-01	GILBERT VELASQUEZ
001	2014-01-01	GILBERT VELASQUEZ	2015-08-27