2023 Form 5500 filing — Thrifty Drug Stores 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 20241015135901NAL0016550947001) for Thrifty Drug Stores Inc. Profit Sharing Plan, reported by Thrifty Drug Stores Inc. under EIN 41-0907427 and plan number 001. It reports 1,655 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135901NAL0016550947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thrifty Drug Stores Inc.
- EIN
- 41-0907427
- Plan number
- 001
- Location
- Maple Grove, MN
- Participants
- 1,655
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,856,019
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,856,019
- Employer contributions
- $0
- Participant contributions
- $5,985,873
- Total income / additions
- $18,770,065
- Benefits paid
- $6,925,685
- Administrative expenses
- $70,506
- Total expenses
- $6,997,494
- Net increase / (decrease)
- $11,772,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group LLC | ADVISOR | $34,393 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $29,644 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $6,469 | $0 |