2023 Form 5500 filing — Med-Fast Pharmacy, Inc. Profit Sharing 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 20241014113622NAL0026054561001) for Med-Fast Pharmacy, Inc. Profit Sharing Plan, reported by Med-Fast Pharmacy, Inc. under EIN 25-1631348 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113622NAL0026054561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Med-Fast Pharmacy, Inc.
- EIN
- 25-1631348
- Plan number
- 001
- Location
- Aliquippa, PA
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,151,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,151,994
- Employer contributions
- $71,174
- Participant contributions
- $121,144
- Total income / additions
- $846,394
- Benefits paid
- $746,519
- Administrative expenses
- $48,505
- Total expenses
- $795,024
- Net increase / (decrease)
- $51,370
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hbks Wealth Advisors | INVESTMENT ADVISORY - PL | $18,150 | not reported in the loaded dataset |
| Cypher & Cypher | AUDIT | $8,814 | not reported in the loaded dataset |
| Dunbar, Bender & Zapf, Inc. | RECORDKEEPER | $8,759 | $0 |
| Transamerica Life Insurance Company | RECORDKEEPER | $3,210 | $0 |