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PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN 401k Plan overview

Plan NamePHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN
Plan identification number 003

PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

PHOENIX VETERINARY INTERNAL MEDICINE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PHOENIX VETERINARY INTERNAL MEDICINE SERVICES, INC.
Employer identification number (EIN):860976395
NAIC Classification:541940
NAIC Description:Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01
0032017-01-01
0032016-01-01GRETA LEE HEIDNER2017-10-02
0032015-01-01GRETA LEE HEIDNER2016-10-04
0032014-01-01GRETA LEE HEIDNER
0032013-01-01GRETA LEE HEIDNER
0032012-01-01GRETA LEE HEIDNER
0032011-01-01GRETA HEIDNER

Plan Statistics for PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN

401k plan membership statisitcs for PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN

Measure Date Value
2018: PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-313,664,465
Acturial value of plan assets2018-12-313,664,465
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-312,907,702
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-312,907,702
Total participant count2018-12-313
Total funding target for all participants2018-12-312,907,702
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31566,061
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31566,061
Present value of excess contributions2018-12-31248,525
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31248,525
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31652,499
Total employer contributions2018-12-3150,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3149,818
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31457,456
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31387,057
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31337,239
Additional cash requirement2018-12-3149,818
Contributions allocatedtoward minimum required contributions for current year2018-12-3149,818
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-313,527,981
Acturial value of plan assets2017-12-313,527,981
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-312,704,332
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-312,704,332
Total participant count2017-12-313
Total funding target for all participants2017-12-312,704,332
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31525,639
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31525,639
Present value of excess contributions2017-12-31100,637
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31100,637
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31566,061
Total employer contributions2017-12-31250,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31248,525
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31248,525
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-312,919,930
Acturial value of plan assets2016-12-312,919,930
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-312,571,091
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-312,571,091
Total participant count2016-12-313
Total funding target for all participants2016-12-312,571,091
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31565,203
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31565,203
Present value of excess contributions2016-12-3164,636
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3164,636
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31525,639
Total employer contributions2016-12-31150,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31145,875
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-3188,557
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3145,238
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3145,238
Contributions allocatedtoward minimum required contributions for current year2016-12-31145,875
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2014: PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-010
2012: PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
2011: PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013

Financial Data on PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN

Measure Date Value
2014 : PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$152,422
Expenses. Total of all expenses incurred2014-12-31$20,626
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$2,756,103
Total plan assets at beginning of year2014-12-31$2,624,307
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$2,422
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$131,796
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,756,103
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,624,307
Total contributions received or receivable from employer(s)2014-12-31$150,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$20,626
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$537,286
Expenses. Total of all expenses incurred2013-12-31$18,131
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,624,307
Total plan assets at beginning of year2013-12-31$2,105,152
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$387,286
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$519,155
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,624,307
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,105,152
Total contributions received or receivable from employer(s)2013-12-31$150,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$18,131
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$330,885
Expenses. Total of all expenses incurred2012-12-31$15,714
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,105,152
Total plan assets at beginning of year2012-12-31$1,789,981
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$230,885
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$315,171
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,105,152
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,789,981
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$113,178
Total contributions received or receivable from employer(s)2012-12-31$100,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$15,714
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$131,571
Expenses. Total of all expenses incurred2011-12-31$14,651
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,789,981
Total plan assets at beginning of year2011-12-31$1,673,061
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$31,571
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$116,920
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,789,981
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,673,061
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$123,427
Total contributions received or receivable from employer(s)2011-12-31$100,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$14,651
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN

2014: PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHOENIX VETERINARY INTERNAL MEDICINE SERVICES DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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