Smiths Pharmacy 401(K) Profit Sharing Plan — Form 5500 plan (Smiths Pharmacy)
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, Smiths Pharmacy 401(K) Profit Sharing Plan is a benefit plan reported by Smiths Pharmacy under EIN 68-0395105 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $3,810,164 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smiths Pharmacy
- EIN
- 68-0395105
- Plan number
- 001
- Plan type
- 2
- Location
- St. Helena, CA
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $3,810,164
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20240917111251NAL0001710931001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,810,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,810,164
- Net assets (BOY)
- $3,373,195
Income & contributions
- Employer contributions
- $114,508
- Participant contributions
- $91,813
- Total income / additions
- $646,437
Expenses & distributions
- Benefits paid
- $184,513
- Administrative expenses
- $24,955
- Total expenses
- $209,468
- Net increase / (decrease)
- $436,969
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.