Pharmacy Data Management, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pharmacy Data Management, 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, Pharmacy Data Management, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pharmacy Data Management, Inc. under EIN 34-1435943 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $12,747,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pharmacy Data Management, Inc.
- EIN
- 34-1435943
- Plan number
- 001
- Plan type
- 2
- Location
- Poland, OH
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $12,747,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241014135213NAL0015052611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,747,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,747,261
- Net assets (BOY)
- $9,866,951
Income & contributions
- Employer contributions
- $464,363
- Participant contributions
- $1,074,973
- Total contributions
- $1,576,182
- Total income / additions
- $3,376,303
Expenses & distributions
- Benefits paid
- $437,105
- Administrative expenses
- $58,888
- Total expenses
- $495,993
- Net increase / (decrease)
- $2,880,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trinity Pension Consultants Inc | CONTRACT ADMIN | $2,897 | $5,283 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,200 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $88 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pharmacy Data Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Poland, OH
- Trinity Pension Consultants Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation