401k Plan data: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN plan

MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 401k Plan overview

Plan Name	MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN
Plan identification number	001

MEMORIAL DRIVE VETERINARY CLINIC 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MEMORIAL DRIVE VETERINARY CLINIC, P.C. has sponsored the creation of one or more 401k plans.

Company Name: MEMORIAL DRIVE VETERINARY CLINIC, P.C.

Employer identification number (EIN): 263407402

NAIC Classification: 541940
NAIC Description: Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JEFFREY JACOBS 2022-11-28
001 2016-01-01 DR. JEFFREY JACOBS
001 2015-01-01 DR. JEFFREY JACOBS
001 2014-01-01 DR. JEFFREY JACOBS
001 2013-01-01 DR. JEFF JACOBS
001 2012-01-01 DR. JEFF JACOBS
001 2011-01-01 DR. JEFF JACOBS
001 2009-01-01 DR. JEFF JACOBS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JEFFREY JACOBS	2022-11-28
001	2016-01-01	DR. JEFFREY JACOBS
001	2015-01-01	DR. JEFFREY JACOBS
001	2014-01-01	DR. JEFFREY JACOBS
001	2013-01-01	DR. JEFF JACOBS
001	2012-01-01	DR. JEFF JACOBS
001	2011-01-01	DR. JEFF JACOBS
001	2009-01-01	DR. JEFF JACOBS

Plan Statistics for MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN

401k plan membership statisitcs for MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN

Measure Date Value
2016: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Total of all active and inactive participants 2016-01-01 12
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Total of all active and inactive participants 2015-01-01 13
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 15
Total of all active and inactive participants 2014-01-01 15
Total participants 2014-01-01 15
Number of participants with account balances 2014-01-01 14
2013: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Total of all active and inactive participants 2013-01-01 14
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Total of all active and inactive participants 2012-01-01 12
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 0
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 0
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Total of all active and inactive participants	2016-01-01	12
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Total of all active and inactive participants	2015-01-01	13
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	15
Total of all active and inactive participants	2014-01-01	15
Total participants	2014-01-01	15
Number of participants with account balances	2014-01-01	14
2013: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Total of all active and inactive participants	2013-01-01	14
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Total of all active and inactive participants	2012-01-01	12
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	0
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	0
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN

Measure	Date	Value
2016 : MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$168,156
Expenses. Total of all expenses incurred	2016-12-31	$784
Benefits paid (including direct rollovers)	2016-12-31	$767
Total plan assets at end of year	2016-12-31	$797,920
Total plan assets at beginning of year	2016-12-31	$630,548
Value of fidelity bond covering the plan	2016-12-31	$90,000
Total contributions received or receivable from participants	2016-12-31	$57,590
Contributions received from other sources (not participants or employers)	2016-12-31	$460
Other income received	2016-12-31	$62,138
Net income (gross income less expenses)	2016-12-31	$167,372
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$797,920
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$630,548
Total contributions received or receivable from employer(s)	2016-12-31	$47,968
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$17
2015 : MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$95,338
Expenses. Total of all expenses incurred	2015-12-31	$16
Total plan assets at end of year	2015-12-31	$630,548
Total plan assets at beginning of year	2015-12-31	$535,226
Value of fidelity bond covering the plan	2015-12-31	$90,000
Total contributions received or receivable from participants	2015-12-31	$50,785
Other income received	2015-12-31	$-1,398
Net income (gross income less expenses)	2015-12-31	$95,322
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$630,548
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$535,226
Total contributions received or receivable from employer(s)	2015-12-31	$45,951
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$16
2014 : MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$70,244
Expenses. Total of all expenses incurred	2014-12-31	$26,109
Benefits paid (including direct rollovers)	2014-12-31	$25,245
Total plan assets at end of year	2014-12-31	$535,226
Total plan assets at beginning of year	2014-12-31	$491,091
Value of fidelity bond covering the plan	2014-12-31	$90,000
Contributions received from other sources (not participants or employers)	2014-12-31	$144
Other income received	2014-12-31	$24,350
Net income (gross income less expenses)	2014-12-31	$44,135
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$535,226
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$491,091
Total contributions received or receivable from employer(s)	2014-12-31	$45,750
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$864
2013 : MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$148,813
Expenses. Total of all expenses incurred	2013-12-31	$6
Total plan assets at end of year	2013-12-31	$491,091
Total plan assets at beginning of year	2013-12-31	$342,284
Value of fidelity bond covering the plan	2013-12-31	$90,000
Contributions received from other sources (not participants or employers)	2013-12-31	$106
Other income received	2013-12-31	$58,058
Net income (gross income less expenses)	2013-12-31	$148,807
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$491,091
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$342,284
Total contributions received or receivable from employer(s)	2013-12-31	$90,649
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6
2012 : MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$57,184
Expenses. Total of all expenses incurred	2012-12-31	$11,269
Benefits paid (including direct rollovers)	2012-12-31	$11,219
Total plan assets at end of year	2012-12-31	$342,284
Total plan assets at beginning of year	2012-12-31	$296,369
Value of fidelity bond covering the plan	2012-12-31	$90,000
Other income received	2012-12-31	$22,794
Net income (gross income less expenses)	2012-12-31	$45,915
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$342,284
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$296,369
Total contributions received or receivable from employer(s)	2012-12-31	$34,390
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$50
2011 : MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$34,846
Total plan assets at end of year	2011-12-31	$296,369
Total plan assets at beginning of year	2011-12-31	$261,523
Value of fidelity bond covering the plan	2011-12-31	$90,000
Total contributions received or receivable from participants	2011-12-31	$0
Other income received	2011-12-31	$3,743
Net income (gross income less expenses)	2011-12-31	$34,846
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$296,369
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$261,523
Total contributions received or receivable from employer(s)	2011-12-31	$31,103
2010 : MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$42,065
Expenses. Total of all expenses incurred	2010-12-31	$364
Benefits paid (including direct rollovers)	2010-12-31	$339
Total plan assets at end of year	2010-12-31	$261,523
Total plan assets at beginning of year	2010-12-31	$219,822
Value of fidelity bond covering the plan	2010-12-31	$90,000
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$11,789
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$41,701
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$261,523
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$219,822
Total contributions received or receivable from employer(s)	2010-12-31	$30,276
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN

2016: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: MEMORIAL DRIVE VETERINARY CLINIC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	MEMORIAL DRIVE VETERINARY CLINIC, P.C.
Employer identification number (EIN):	263407402
NAIC Classification:	541940
NAIC Description:	Veterinary Services