2023 Form 5500 filing — Santa Monica Homeopathic Pharmacy 401 K Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240610160200NAL0042782064001) for Santa Monica Homeopathic Pharmacy 401 K Plan, reported by Santa Monica Homeopathic Pharmacy, under EIN 68-0363455 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$922.6KReported net assets$922,576
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240610160200NAL0042782064001
Plan sponsor
Santa Monica Homeopathic Pharmacy,
EIN
68-0363455
Plan number
001
Location
Santa Monica, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$922.6K total assets
Net assets$922.6KLiabilities
Money in vs. money out
Total income / additions$141.8K
Total expenses$20.5K
Benefits paid / distributions$20.5K
Contributions
EmployerNot reported
Participant$14.6K
Full reported line items
Total assets (EOY)
$922,576
Net assets (EOY)
$922,576
Participant contributions
$14,584
Total income / additions
$141,775
Benefits paid
$20,454
Total expenses
$20,454
Net increase / (decrease)
$121,321

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240610160200NAL0042782064001 cover?
It is the 2023 Form 5500 filing for Santa Monica Homeopathic Pharmacy 401 K Plan, reported by Santa Monica Homeopathic Pharmacy, (EIN 68-0363455).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages