2023 Form 5500 filing — Williams Bros. Healthcare Pharmacy, Inc. 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 20240927152325NAL0002463505001) for Williams Bros. Healthcare Pharmacy, Inc. 401(K) Plan, reported by Williams Bros. Healthcare Pharmacy, Inc. under EIN 35-1818445 and plan number 001. It reports 614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927152325NAL0002463505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Williams Bros. Healthcare Pharmacy, Inc.
- EIN
- 35-1818445
- Plan number
- 001
- Location
- Washington, IN
- Participants
- 614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,726,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,726,129
- Employer contributions
- $807,948
- Participant contributions
- $1,417,582
- Total income / additions
- $4,834,754
- Benefits paid
- $1,219,077
- Administrative expenses
- $93,546
- Total expenses
- $1,312,623
- Net increase / (decrease)
- $3,522,131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | CONTRACT ADMINISTRATOR | $47,845 | not reported in the loaded dataset |
| Edward Jones | INVESTMENT ADVISORY | $0 | $35,704 |
| Harding, Shymanski & Company, Psc | CONTRACT ADMINISTRATOR | $7,141 | not reported in the loaded dataset |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $2,856 |