2023 Form 5500 filing — K & B Pharmacy Associates 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 20250630132452NAL0011833265001) for K & B Pharmacy Associates 401(K) Plan, reported by K & B Pharmacy Associates, Inc. under EIN 26-4434287 and plan number 001. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250630132452NAL0011833265001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- K & B Pharmacy Associates, Inc.
- EIN
- 26-4434287
- Plan number
- 001
- Location
- San Marino, CA
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,807,688
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,807,688
- Employer contributions
- $512,354
- Participant contributions
- $927,770
- Total income / additions
- $2,796,513
- Benefits paid
- $245,644
- Administrative expenses
- $9,707
- Total expenses
- $257,523
- Net increase / (decrease)
- $2,538,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus | OTHER SERVICES | $0 | $3,982 |
| Moringstar Investment Management | INVESTMENT ADVISORY | $1,376 | $1,379 |
| Voya Retirement And Annunity Co. | INVESTMENT ADVISORY | $0 | $1,376 |
| Voya Ret. Insur And Annunity Co. | SERVICE PROVIDER | $0 | $0 |