Avita 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Long'S Drugstores Of Sc 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, Avita 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Long'S Drugstores Of Sc Inc. under EIN 57-0290371 and plan number 001. The latest loaded filing year is 2023. The filing reports 913 participants and $35,174,651 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$35.2MPlan net assets, end of year$35,174,651
Participants913Covered participants reported
Assets / participant$38.5KComputed: assets ÷ participants$38,526 (computed)
Provider compensation$136.6K4 Schedule C provider row(s)$136,614
- Plan sponsor
- Long'S Drugstores Of Sc Inc.
- EIN
- 57-0290371
- Plan number
- 001
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 913 | H, C | 20240919135347NAL0010590416001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$35.2M total assets
Net assets$35.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $35,174,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,174,651
- Net assets (BOY)
- $27,989,074
Income & contributions
- Employer contributions
- $1,742,183
- Participant contributions
- $3,631,185
- Total contributions
- $6,416,231
- Total income / additions
- $11,833,496
Expenses & distributions
- Benefits paid
- $4,854,186
- Administrative expenses
- $128,376
- Total expenses
- $4,982,562
- Net increase / (decrease)
- $6,850,934
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $84,611 | $0 | 2023 |
| The Patriot Financial Group, LLC | INVESTMENT ADVISORY | $36,441 | $15 | 2023 |
| Securities America Advisors, Inc. | INVESTMENT ADVISORY | $7,324 | $8,223 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Long'S Drugstores Of Sc Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Principal Life Insurance Company — Schedule C compensation
- The Patriot Financial Group, LLC — Schedule C compensation
- Securities America Advisors, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation