Plan Snapshot
- Plan Sponsor: Mountain Empire Animal Hospital, PLLC
- Sponsor EIN: 161665489
- Sponsor Address: 4340 NORTH ROAN STREET, JOHNSON CITY, TN, 376154641
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 119 | $4.5M | $207,383 | $360,370 |
| 2023 | 120 | $3.6M | $202,886 | $343,513 |
| 2022 | 123 | $2.9M | $208,297 | $375,814 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PURKEY, CARTER, COMPTON, SWANN AND | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $37,724 | — | $37,724 | — | — |
| 2023 | $33,512 | — | $33,512 | — | — |
| 2022 | $9,279 | — | — | — | — |