2023 Form 5500 filing — Ais 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 20241010164408NAL0011746691001) for Ais 401(K) Plan, reported by Bond Pharmacy, Inc. under EIN 64-0913966 and plan number 002. It reports 914 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010164408NAL0011746691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bond Pharmacy, Inc.
- EIN
- 64-0913966
- Plan number
- 002
- Location
- Ridgeland, MS
- Participants
- 914
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,294,542
- Total liabilities (EOY)
- $1,334
- Net assets (EOY)
- $26,293,208
- Employer contributions
- $1,713,735
- Participant contributions
- $2,829,700
- Total income / additions
- $9,085,173
- Benefits paid
- $2,677,291
- Administrative expenses
- $163,990
- Total expenses
- $2,841,281
- Net increase / (decrease)
- $6,243,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $95,699 | $0 |
| Raymond James & Associates .00 Inc | INVESTMENT ADVISOR | $68,291 | not reported in the loaded dataset |
| Stevens Dowd & Company | CONTRACT ADMIN | $0 | $5,000 |