401k Plan data: SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN plan

SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN 401k Plan overview

Plan Name	SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN
Plan identification number	001

SUMMIT VETERINARY REFERRAL CENTER 401(K) 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.
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.

401k Sponsoring company profile

VETERINARY SPECIALTY GROUP has sponsored the creation of one or more 401k plans.

Company Name: VETERINARY SPECIALTY GROUP

Employer identification number (EIN): 271643489

NAIC Classification: 541940
NAIC Description: Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 MALLORIE STUBBS
001 2015-01-01 MALLORIE STUBBS
001 2014-01-01 CHRIS RAKUNAS
001 2013-01-01 MICHAEL MURPHY
001 2012-01-01 MICHAEL MURPHY 2013-05-03
001 2011-01-01 MICHAEL MURPHY 2012-03-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01	MALLORIE STUBBS
001	2015-01-01	MALLORIE STUBBS
001	2014-01-01	CHRIS RAKUNAS
001	2013-01-01	MICHAEL MURPHY
001	2012-01-01	MICHAEL MURPHY	2013-05-03
001	2011-01-01	MICHAEL MURPHY	2012-03-27

Plan Statistics for SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN

401k plan membership statisitcs for SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN

Measure Date Value
2016: SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 101
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 2
Total of all active and inactive participants 2015-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 103
Number of participants with account balances 2015-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 89
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 91
Number of participants with account balances 2014-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 112
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 117
Number of participants with account balances 2013-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2016: SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	101
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	2
Total of all active and inactive participants	2015-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	103
Number of participants with account balances	2015-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	89
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	91
Number of participants with account balances	2014-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	112
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	117
Number of participants with account balances	2013-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN

Measure	Date	Value
2016 : SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-09-02	$0
Total plan liabilities at end of year	2016-09-02	$0
Total plan liabilities at beginning of year	2016-09-02	$0
Total income from all sources	2016-09-02	$404,592
Expenses. Total of all expenses incurred	2016-09-02	$2,547,477
Benefits paid (including direct rollovers)	2016-09-02	$2,547,296
Total plan assets at end of year	2016-09-02	$0
Total plan assets at beginning of year	2016-09-02	$2,142,885
Value of fidelity bond covering the plan	2016-09-02	$25,000
Total contributions received or receivable from participants	2016-09-02	$103,755
Expenses. Other expenses not covered elsewhere	2016-09-02	$0
Contributions received from other sources (not participants or employers)	2016-09-02	$0
Other income received	2016-09-02	$109,825
Noncash contributions received	2016-09-02	$0
Net income (gross income less expenses)	2016-09-02	$-2,142,885
Net plan assets at end of year (total assets less liabilities)	2016-09-02	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-09-02	$2,142,885
Assets. Value of participant loans	2016-09-02	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-09-02	$0
Total contributions received or receivable from employer(s)	2016-09-02	$191,012
Value of certain deemed distributions of participant loans	2016-09-02	$0
Value of corrective distributions	2016-09-02	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-02	$181
2015 : SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$423,745
Expenses. Total of all expenses incurred	2015-12-31	$119,297
Benefits paid (including direct rollovers)	2015-12-31	$119,034
Total plan assets at end of year	2015-12-31	$2,142,885
Total plan assets at beginning of year	2015-12-31	$1,838,437
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$278,288
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$2,375
Other income received	2015-12-31	$14,819
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$304,448
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,142,885
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,838,437
Assets. Value of participant loans	2015-12-31	$116,030
Total contributions received or receivable from employer(s)	2015-12-31	$128,263
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$263
2014 : SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$814,664
Expenses. Total of all expenses incurred	2014-12-31	$46,961
Benefits paid (including direct rollovers)	2014-12-31	$46,748
Total plan assets at end of year	2014-12-31	$1,838,437
Total plan assets at beginning of year	2014-12-31	$1,070,734
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$237,870
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$473,683
Other income received	2014-12-31	$103,111
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$767,703
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,838,437
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,070,734
Assets. Value of participant loans	2014-12-31	$112,260
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$213
2013 : SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$409
Total income from all sources	2013-12-31	$481,078
Expenses. Total of all expenses incurred	2013-12-31	$3,840
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,070,734
Total plan assets at beginning of year	2013-12-31	$593,905
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$185,470
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$47,569
Other income received	2013-12-31	$137,728
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$477,238
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,070,734
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$593,496
Assets. Value of participant loans	2013-12-31	$111,074
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$110,311
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,840

Form 5500 Responses for SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN

2016: SUMMIT VETERINARY REFERRAL CENTER 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	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: SUMMIT VETERINARY REFERRAL CENTER 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SUMMIT VETERINARY REFERRAL CENTER 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

SUMMIT VETERINARY ASSOCIATES, INC. 401(K) PLAN [EIN = 274552490]

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Company Name:	VETERINARY SPECIALTY GROUP
Employer identification number (EIN):	271643489
NAIC Classification:	541940
NAIC Description:	Veterinary Services