2023 Form 5500 filing — Fruth Pharmacy 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731113322NAL0021419681001) for Fruth Pharmacy 401(K) Plan, reported by Fruth, Inc. under EIN 55-0681886 and plan number 001. It reports 429 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731113322NAL0021419681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fruth, Inc.
- EIN
- 55-0681886
- Plan number
- 001
- Location
- Point Pleasant, WV
- Participants
- 429
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,501,044
- Total liabilities (EOY)
- $6,968
- Net assets (EOY)
- $18,494,076
- Participant contributions
- $563,033
- Total income / additions
- $3,227,120
- Benefits paid
- $3,135,222
- Administrative expenses
- $89,258
- Total expenses
- $3,224,480
- Net increase / (decrease)
- $2,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $45,791 | $0 |
| Bam Advisor Services | NONE | $43,467 | not reported in the loaded dataset |