Pine Companies 401(K) Plan — Form 5500 plan (Pine Pharmacy And Home Care Products Center Inc. Dba Pine Pharmacy)
Plain-English plan 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, Pine Companies 401(K) Plan is a benefit plan reported by Pine Pharmacy And Home Care Products Center Inc. Dba Pine Pharmacy under EIN 16-1252771 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $15,062,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pine Pharmacy And Home Care Products Center Inc. Dba Pine Pharmacy
- EIN
- 16-1252771
- Plan number
- 001
- Plan type
- 3
- Location
- Tonawanda, NY
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $15,062,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241011145822NAL0022114625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,062,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,062,237
- Net assets (BOY)
- $10,587,809
Income & contributions
- Employer contributions
- $551,550
- Participant contributions
- $1,132,484
- Total contributions
- $2,609,325
- Total income / additions
- $4,886,461
Expenses & distributions
- Benefits paid
- $361,951
- Administrative expenses
- $50,082
- Total expenses
- $412,033
- Net increase / (decrease)
- $4,474,428
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,219 | $0 | 2023 |
| Rimkus Marciano & Associates Inc. | TPA | $5,208 | $18,664 | 2023 |
| Cadaret, Grant Agency Inc | BROKER/ADVISO R | $0 | $23,834 | 2023 |
| Empower Life & Annuity Insurance Co | RECORKDEEPER | -$169 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pine Pharmacy And Home Care Products Center Inc. Dba Pine Pharmacy
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Tonawanda, NY
- Principal Life Insurance Company — Schedule C compensation
- Rimkus Marciano & Associates Inc. — Schedule C compensation
- Cadaret, Grant Agency Inc — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation