2023 Form 5500 filing — Pine Companies 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 20241011145822NAL0022114625001) for Pine Companies 401(K) Plan, reported by Pine Pharmacy And Home Care Products Center Inc. Dba Pine Pharmacy under EIN 16-1252771 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145822NAL0022114625001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Pine Pharmacy And Home Care Products Center Inc. Dba Pine Pharmacy
- EIN
- 16-1252771
- Plan number
- 001
- Location
- Tonawanda, NY
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,062,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,062,237
- Employer contributions
- $551,550
- Participant contributions
- $1,132,484
- Total income / additions
- $4,886,461
- Benefits paid
- $361,951
- Administrative expenses
- $50,082
- Total expenses
- $412,033
- Net increase / (decrease)
- $4,474,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,219 | $0 |
| Rimkus Marciano & Associates Inc. | TPA | $5,208 | $18,664 |
| Cadaret, Grant Agency Inc | BROKER/ADVISO R | $0 | $23,834 |
| Empower Life & Annuity Insurance Co | RECORKDEEPER | -$169 | $0 |