2023 Form 5500 filing — Top Rx, LLC Savings And Retirement 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 20241015093359NAL0014321203001) for Top Rx, LLC Savings And Retirement Plan, reported by Top Rx, LLC under EIN 62-1422578 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093359NAL0014321203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Top Rx, LLC
- EIN
- 62-1422578
- Plan number
- 001
- Location
- Bartlett, TN
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,422,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,422,410
- Employer contributions
- $248,889
- Participant contributions
- $774,712
- Total income / additions
- $2,717,257
- Benefits paid
- $1,622,829
- Administrative expenses
- $55,167
- Total expenses
- $1,729,254
- Net increase / (decrease)
- $988,003
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $29,064 | not reported in the loaded dataset |
| Massachusetts Mutual Life | INVESTMENT ADVISOR | $26,748 | not reported in the loaded dataset |
| Ellis Benefits Group, Inc. | CONTRACT ADMIN | $1,755 | $5,000 |