Strategic Pharmaceutical Solutions 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Strategic Pharmaceutical Solutions Dba Vetsource)
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, Strategic Pharmaceutical Solutions 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Strategic Pharmaceutical Solutions Dba Vetsource under EIN 20-4318957 and plan number 001. The latest loaded filing year is 2023. The filing reports 679 participants and $24,093,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Strategic Pharmaceutical Solutions Dba Vetsource
- EIN
- 20-4318957
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 679
- End-of-year plan assets
- $24,093,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 679 | H, C | 20241015160830NAL0030289777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,093,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,093,640
- Net assets (BOY)
- $16,222,988
Income & contributions
- Employer contributions
- $1,868,741
- Participant contributions
- $3,716,278
- Total contributions
- $5,951,674
- Total income / additions
- $9,350,623
Expenses & distributions
- Benefits paid
- $1,349,753
- Administrative expenses
- $130,218
- Total expenses
- $1,479,971
- Net increase / (decrease)
- $7,870,652
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $82,463 | $0 | 2023 |
| Tpg Financial Advisors LLC | INVESTMENT ADVISORY | $47,755 | not reported in the loaded dataset | 2023 |