Sav-More Drug, LLC 401(K) Plan — Form 5500 plan (Sav-More Drug, 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, Sav-More Drug, LLC 401(K) Plan is a benefit plan reported by Sav-More Drug, LLC under EIN 75-2047264 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $8,094,889 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sav-More Drug, LLC
EIN
75-2047264
Plan number
001
Plan type
2
Location
Tyler, TX
Latest filing year
2023
Participants
168
End-of-year plan assets
$8,094,889

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241010163639NAL0010269043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,094,889
Net assets (EOY)
$8,094,889
Net assets (BOY)
$7,675,045

Income & contributions

Employer contributions
$164,993
Participant contributions
$357,519
Total contributions
$536,764
Total income / additions
$1,650,705

Expenses & distributions

Benefits paid
$1,287,021
Administrative expenses
$42,018
Total expenses
$1,329,039
Net increase / (decrease)
$321,666

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$42,018$02023
Hilltop Securities Inc.BROKER$0$15,4462023

Related Form 5500 pages