2023 Form 5500 filing — Strategic Pharmaceutical Solutions 401(K) Profit Sharing Plan And Trust
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 20241015160830NAL0030289777001) for Strategic Pharmaceutical Solutions 401(K) Profit Sharing Plan And Trust, reported by Strategic Pharmaceutical Solutions Dba Vetsource under EIN 20-4318957 and plan number 001. It reports 679 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160830NAL0030289777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Strategic Pharmaceutical Solutions Dba Vetsource
- EIN
- 20-4318957
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 679
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,093,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,093,640
- Employer contributions
- $1,868,741
- Participant contributions
- $3,716,278
- Total income / additions
- $9,350,623
- Benefits paid
- $1,349,753
- Administrative expenses
- $130,218
- Total expenses
- $1,479,971
- Net increase / (decrease)
- $7,870,652
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $82,463 | $0 |
| Tpg Financial Advisors LLC | INVESTMENT ADVISORY | $47,755 | not reported in the loaded dataset |