Kirby Whitten Pharmacy, Inc.- Retirement Plan — Form 5500 plan (Kirby Whitten Pharmacy, 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, Kirby Whitten Pharmacy, Inc.- Retirement Plan is a benefit plan reported by Kirby Whitten Pharmacy, Inc. under EIN 82-3340899 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $7,165,733 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kirby Whitten Pharmacy, Inc.
- EIN
- 82-3340899
- Plan number
- 001
- Plan type
- 2
- Location
- Bartlett, TN
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $7,165,733
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241014111336NAL0044282848001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,165,733
- Net assets (EOY)
- $7,165,733
- Net assets (BOY)
- $4,659,091
Income & contributions
- Employer contributions
- $20,879
- Total income / additions
- $2,507,497
Expenses & distributions
- Administrative expenses
- $855
- Total expenses
- $855
- Net increase / (decrease)
- $2,506,642
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.