Pharmacy'S 401(K) Retirement Plan — Form 5500 plan (Wfp Holdings, LLC)

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'S 401(K) Retirement Plan is a benefit plan reported by Wfp Holdings, LLC under EIN 47-5562545 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $8,880,687 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wfp Holdings, LLC
EIN
47-5562545
Plan number
001
Plan type
2
Location
Greenville, PA
Latest filing year
2023
Participants
142
End-of-year plan assets
$8,880,687

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20241015133805NAL0016507459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,880,687
Total liabilities (EOY)
$0
Net assets (EOY)
$8,880,687
Net assets (BOY)
$7,300,785

Income & contributions

Employer contributions
$198,031
Participant contributions
$368,783
Total contributions
$566,814
Total income / additions
$1,830,483

Expenses & distributions

Benefits paid
$229,938
Administrative expenses
$20,643
Total expenses
$250,581
Net increase / (decrease)
$1,579,902

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisor NetworksINVESTMENT ADVISOR$19,143not reported in the loaded dataset2023
Ascensus LLCRECORDKEEPER$1,470$432023

Related Form 5500 pages