401k Plan data: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN plan

ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING 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
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.
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

ANIMAL CLINIC OF WINDERMERE, INC. has sponsored the creation of one or more 401k plans.

Company Name: ANIMAL CLINIC OF WINDERMERE, INC.

Employer identification number (EIN): 651008411

NAIC Classification: 541940
NAIC Description: Veterinary Services

Additional information about ANIMAL CLINIC OF WINDERMERE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2000-05-12

Company Identification Number: P00000048938

Legal Registered Office Address: 200 South Orange Avenue

Orlando

32801

More information about ANIMAL CLINIC OF WINDERMERE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 HEATHER HURLOCK 2019-12-16
001 2018-01-01 HEATHER HURLOCK 2019-10-03
001 2017-01-01 HEATHER HURLOCK 2018-09-17
001 2015-01-01 NICOLE R FINEGAN
001 2014-01-01 NICOLE R FINEGAN
001 2013-01-01 NICOLE R FINEGAN
001 2012-01-01 NICOLE R FINEGAN
001 2011-01-01 NINA H. MARGIO
001 2009-01-01 NINA H. MARGIO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	HEATHER HURLOCK	2019-12-16
001	2018-01-01	HEATHER HURLOCK	2019-10-03
001	2017-01-01	HEATHER HURLOCK	2018-09-17
001	2015-01-01	NICOLE R FINEGAN
001	2014-01-01	NICOLE R FINEGAN
001	2013-01-01	NICOLE R FINEGAN
001	2012-01-01	NICOLE R FINEGAN
001	2011-01-01	NINA H. MARGIO
001	2009-01-01	NINA H. MARGIO

Plan Statistics for ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 18
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 34
Number of participants with account balances 2015-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
Number of retired or separated participants receiving benefits 2014-01-01 15
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 32
Number of participants with account balances 2014-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18
Number of retired or separated participants receiving benefits 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 30
Number of participants with account balances 2013-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
Number of retired or separated participants receiving benefits 2012-01-01 11
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 28
Number of participants with account balances 2012-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 10
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 24
Number of participants with account balances 2011-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 22

Measure	Date	Value
2015: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	18
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	34
Number of participants with account balances	2015-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
Number of retired or separated participants receiving benefits	2014-01-01	15
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	32
Number of participants with account balances	2014-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18
Number of retired or separated participants receiving benefits	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	30
Number of participants with account balances	2013-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
Number of retired or separated participants receiving benefits	2012-01-01	11
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	28
Number of participants with account balances	2012-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	10
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	24
Number of participants with account balances	2011-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	22

Financial Data on ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$101,595
Expenses. Total of all expenses incurred	2015-12-31	$17,279
Total plan assets at end of year	2015-12-31	$1,311,298
Total plan assets at beginning of year	2015-12-31	$1,226,982
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$58,107
Other income received	2015-12-31	$-21,519
Net income (gross income less expenses)	2015-12-31	$84,316
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,311,298
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,226,982
Total contributions received or receivable from employer(s)	2015-12-31	$65,007
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$17,279
2014 : ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$144,018
Expenses. Total of all expenses incurred	2014-12-31	$15,226
Benefits paid (including direct rollovers)	2014-12-31	$419
Total plan assets at end of year	2014-12-31	$1,226,982
Total plan assets at beginning of year	2014-12-31	$1,098,190
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$43,733
Other income received	2014-12-31	$35,309
Net income (gross income less expenses)	2014-12-31	$128,792
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,226,982
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,098,190
Total contributions received or receivable from employer(s)	2014-12-31	$64,976
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$14,807
2013 : ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$266,480
Expenses. Total of all expenses incurred	2013-12-31	$12,242
Total plan assets at end of year	2013-12-31	$1,098,190
Total plan assets at beginning of year	2013-12-31	$843,952
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$29,773
Other income received	2013-12-31	$165,078
Net income (gross income less expenses)	2013-12-31	$254,238
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,098,190
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$843,952
Total contributions received or receivable from employer(s)	2013-12-31	$71,629
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,242
2012 : ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$184,887
Expenses. Total of all expenses incurred	2012-12-31	$9,629
Total plan assets at end of year	2012-12-31	$843,952
Total plan assets at beginning of year	2012-12-31	$668,694
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$28,306
Other income received	2012-12-31	$89,042
Net income (gross income less expenses)	2012-12-31	$175,258
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$843,952
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$668,694
Total contributions received or receivable from employer(s)	2012-12-31	$67,539
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$9,629
2011 : ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$72,654
Expenses. Total of all expenses incurred	2011-12-31	$8,328
Total plan assets at end of year	2011-12-31	$668,694
Total plan assets at beginning of year	2011-12-31	$604,368
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$35,870
Other income received	2011-12-31	$-21,724
Net income (gross income less expenses)	2011-12-31	$64,326
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$668,694
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$604,368
Total contributions received or receivable from employer(s)	2011-12-31	$58,508
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,328
2010 : ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$141,747
Expenses. Total of all expenses incurred	2010-12-31	$2,985
Benefits paid (including direct rollovers)	2010-12-31	$2,985
Total plan assets at end of year	2010-12-31	$604,368
Total plan assets at beginning of year	2010-12-31	$465,606
Value of fidelity bond covering the plan	2010-12-31	$75,000
Total contributions received or receivable from participants	2010-12-31	$26,530
Other income received	2010-12-31	$61,099
Net income (gross income less expenses)	2010-12-31	$138,762
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$604,368
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$465,606
Total contributions received or receivable from employer(s)	2010-12-31	$54,118

Form 5500 Responses for ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN

2015: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ANIMAL CLINIC OF WINDERMERE INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ANIMAL CLINIC OF WINDERMERE, INC.
Employer identification number (EIN):	651008411
NAIC Classification:	541940
NAIC Description:	Veterinary Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2000-05-12
Company Identification Number:	P00000048938
Legal Registered Office Address:	200 South Orange Avenue Orlando 32801