Top Rx, LLC Savings And Retirement Plan — Form 5500 plan (Top Rx, 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, Top Rx, LLC Savings And Retirement Plan is a benefit plan reported by Top Rx, LLC under EIN 62-1422578 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $12,422,410 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Top Rx, LLC
EIN
62-1422578
Plan number
001
Plan type
2
Location
Bartlett, TN
Latest filing year
2023
Participants
221
End-of-year plan assets
$12,422,410

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20241015093359NAL0014321203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,422,410
Total liabilities (EOY)
$0
Net assets (EOY)
$12,422,410
Net assets (BOY)
$11,434,407

Income & contributions

Employer contributions
$248,889
Participant contributions
$774,712
Total contributions
$1,023,601
Total income / additions
$2,717,257

Expenses & distributions

Benefits paid
$1,622,829
Administrative expenses
$55,167
Total expenses
$1,729,254
Net increase / (decrease)
$988,003

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$29,064not reported in the loaded dataset2023
Massachusetts Mutual LifeINVESTMENT ADVISOR$26,748not reported in the loaded dataset2023
Ellis Benefits Group, Inc.CONTRACT ADMIN$1,755$5,0002023

Related Form 5500 pages