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NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 401k Plan overview

Plan NameNEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN
Plan identification number 001

NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

NEW LIBERTY VETERINARY CLINIC, PC has sponsored the creation of one or more 401k plans.

Company Name:NEW LIBERTY VETERINARY CLINIC, PC
Employer identification number (EIN):421115644
NAIC Classification:541940
NAIC Description:Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-07-01CRAIG TUCKER2021-04-16
0012019-07-01CRAIG TUCKER2021-01-06
0012019-07-01CRAIG TUCKER2021-01-06
0012018-07-01CRAIG TUCKER2019-10-10
0012017-07-01CRAIG TUCKER2018-10-10
0012016-07-01DR C L TUCKER
0012015-07-01DR C L TUCKER
0012014-07-01DR C L TUCKER
0012013-07-01DR C L TUCKER
0012012-07-01DR C L TUCKER
0012011-07-01DR C L TUCKER
0012010-07-01DR C L TUCKER
0012009-07-01DR C L TUCKER

Plan Statistics for NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN

401k plan membership statisitcs for NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN

Measure Date Value
2016: NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-010
Total number of active participants reported on line 7a of the Form 55002016-07-012
Total of all active and inactive participants2016-07-012
Total participants2016-07-012
Number of participants with account balances2016-07-012
2015: NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-010
Total number of active participants reported on line 7a of the Form 55002015-07-012
Total of all active and inactive participants2015-07-012
Total participants2015-07-012
Number of participants with account balances2015-07-012
2014: NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-010
Total number of active participants reported on line 7a of the Form 55002014-07-012
Total of all active and inactive participants2014-07-012
Total participants2014-07-012
Number of participants with account balances2014-07-012
2013: NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-012
Total number of active participants reported on line 7a of the Form 55002013-07-012
Total of all active and inactive participants2013-07-012
Total participants2013-07-012
Number of participants with account balances2013-07-012
2012: NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-012
Total number of active participants reported on line 7a of the Form 55002012-07-012
Total of all active and inactive participants2012-07-012
Total participants2012-07-012
Number of participants with account balances2012-07-012
2011: NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-012
Total number of active participants reported on line 7a of the Form 55002011-07-012
Total of all active and inactive participants2011-07-012
Total participants2011-07-012
Number of participants with account balances2011-07-012
2010: NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-012
Total number of active participants reported on line 7a of the Form 55002010-07-012
Total of all active and inactive participants2010-07-012
Total participants2010-07-012
Number of participants with account balances2010-07-012
2009: NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-013
Total number of active participants reported on line 7a of the Form 55002009-07-012
Number of retired or separated participants receiving benefits2009-07-011
Total of all active and inactive participants2009-07-013
Total participants2009-07-013

Financial Data on NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN

Measure Date Value
2017 : NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-06-30$40,000
Total income from all sources2017-06-30$176,056
Total plan assets at end of year2017-06-30$1,356,512
Total plan assets at beginning of year2017-06-30$1,140,456
Other income received2017-06-30$175,734
Net income (gross income less expenses)2017-06-30$176,056
Net plan assets at end of year (total assets less liabilities)2017-06-30$1,356,512
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$1,140,456
Total contributions received or receivable from employer(s)2017-06-30$322
2016 : NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-06-30$-15,162
Total plan assets at end of year2016-06-30$1,140,456
Total plan assets at beginning of year2016-06-30$1,155,618
Other income received2016-06-30$-15,473
Net income (gross income less expenses)2016-06-30$-15,162
Net plan assets at end of year (total assets less liabilities)2016-06-30$1,140,456
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$1,155,618
Total contributions received or receivable from employer(s)2016-06-30$311
2015 : NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-06-30$25,024
Total plan assets at end of year2015-06-30$1,155,618
Total plan assets at beginning of year2015-06-30$1,130,594
Other income received2015-06-30$24,727
Net income (gross income less expenses)2015-06-30$25,024
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,155,618
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,130,594
Total contributions received or receivable from employer(s)2015-06-30$297
2014 : NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$192,271
Total plan assets at end of year2014-06-30$1,130,594
Total plan assets at beginning of year2014-06-30$938,323
Other income received2014-06-30$191,971
Net income (gross income less expenses)2014-06-30$192,271
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,130,594
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$938,323
Total contributions received or receivable from employer(s)2014-06-30$300
2013 : NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$132,595
Total plan assets at end of year2013-06-30$938,323
Total plan assets at beginning of year2013-06-30$805,728
Other income received2013-06-30$132,309
Net income (gross income less expenses)2013-06-30$132,595
Net plan assets at end of year (total assets less liabilities)2013-06-30$938,323
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$805,728
Total contributions received or receivable from employer(s)2013-06-30$286
2012 : NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$20,000
Total income from all sources2012-06-30$-39,479
Total plan assets at end of year2012-06-30$805,728
Total plan assets at beginning of year2012-06-30$825,207
Other income received2012-06-30$-39,704
Net income (gross income less expenses)2012-06-30$-39,479
Net plan assets at end of year (total assets less liabilities)2012-06-30$805,728
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$825,207
Total contributions received or receivable from employer(s)2012-06-30$225
2011 : NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$173,595
Total plan assets at end of year2011-06-30$825,207
Total plan assets at beginning of year2011-06-30$651,612
Other income received2011-06-30$173,371
Net income (gross income less expenses)2011-06-30$173,595
Net plan assets at end of year (total assets less liabilities)2011-06-30$825,207
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$651,612
Total contributions received or receivable from employer(s)2011-06-30$224

Form 5500 Responses for NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN

2016: NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: NEW LIBERTY VETERINARY CLINIC PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number66247
Policy instance 1
Insurance contract or identification number66247
Number of Individuals Covered2
Total amount of commissions paid to insurance brokerUSD $3,770
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,885
Insurance broker organization code?3
Insurance broker nameJOHN MACK
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number662427
Policy instance 1
Insurance contract or identification number662427
Number of Individuals Covered2
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $3,428
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,714
Insurance broker organization code?3
Insurance broker nameJOHN MACK
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number662427
Policy instance 1
Insurance contract or identification number662427
Number of Individuals Covered2
Total amount of commissions paid to insurance brokerUSD $2,942
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,471
Insurance broker organization code?3
Insurance broker nameDALE RETTENMEIER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number662427
Policy instance 1
Insurance contract or identification number662427
Number of Individuals Covered2
Insurance policy start date2011-07-12
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $2,704
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number662427
Policy instance 1
Insurance contract or identification number662427
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $2,628
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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