K & B Pharmacy Associates 401(K) Plan — Form 5500 plan (K & B Pharmacy Associates, 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, K & B Pharmacy Associates 401(K) Plan is a benefit plan reported by K & B Pharmacy Associates, Inc. under EIN 26-4434287 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $9,807,688 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- K & B Pharmacy Associates, Inc.
- EIN
- 26-4434287
- Plan number
- 001
- Plan type
- 3
- Location
- San Marino, CA
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $9,807,688
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20250630132452NAL0011833265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,807,688
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,807,688
- Net assets (BOY)
- $7,268,698
Income & contributions
- Employer contributions
- $512,354
- Participant contributions
- $927,770
- Total contributions
- $1,440,124
- Total income / additions
- $2,796,513
Expenses & distributions
- Benefits paid
- $245,644
- Administrative expenses
- $9,707
- Total expenses
- $257,523
- Net increase / (decrease)
- $2,538,990
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus | OTHER SERVICES | $0 | $3,982 | 2023 |
| Moringstar Investment Management | INVESTMENT ADVISORY | $1,376 | $1,379 | 2023 |
| Voya Retirement And Annunity Co. | INVESTMENT ADVISORY | $0 | $1,376 | 2023 |
| Voya Ret. Insur And Annunity Co. | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for K & B Pharmacy Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Marino, CA
- Ascensus — Schedule C compensation
- Moringstar Investment Management — Schedule C compensation
- Voya Retirement And Annunity Co. — Schedule C compensation
- Voya Ret. Insur And Annunity Co. — Schedule C compensation