Georges Family Pharmacy, Inc. 401(K) Plan — Form 5500 plan (Georges Family Pharmacy, Inc.)

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, Georges Family Pharmacy, Inc. 401(K) Plan is a benefit plan reported by Georges Family Pharmacy, Inc. under EIN 26-1399118 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $5,253,628 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Georges Family Pharmacy, Inc.
EIN
26-1399118
Plan number
001
Plan type
2
Location
Brookville, IN
Latest filing year
2023
Participants
163
End-of-year plan assets
$5,253,628

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241004075132NAL0011132593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,253,628
Total liabilities (EOY)
$0
Net assets (EOY)
$5,253,628
Net assets (BOY)
$4,002,056

Income & contributions

Employer contributions
$245,011
Participant contributions
$399,212
Total contributions
$644,223
Total income / additions
$1,442,496

Expenses & distributions

Benefits paid
$152,496
Administrative expenses
$38,428
Total expenses
$190,924
Net increase / (decrease)
$1,251,572

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Retirement Plan Company, LLCNONE$38,428$6,8472023

Related Form 5500 pages