2023 Form 5500 filing — Lil' Drug Store Products, Inc. 401(K) Profit Sharing 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 20241011155655NAL0023164145002) for Lil' Drug Store Products, Inc. 401(K) Profit Sharing Plan, reported by Lil' Drug Store Products, Inc. under EIN 42-1286385 and plan number 002. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011155655NAL0023164145002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lil' Drug Store Products, Inc.
- EIN
- 42-1286385
- Plan number
- 002
- Location
- Cedar Rapids, IA
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,233,066
- Net assets (EOY)
- $17,233,066
- Employer contributions
- $550,888
- Participant contributions
- $1,048,442
- Total income / additions
- $4,341,174
- Benefits paid
- $1,410,400
- Administrative expenses
- $51,520
- Total expenses
- $1,461,920
- Net increase / (decrease)
- $2,879,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $48,361 | $0 |
| Robert W. Baird & Co., Inc. | BROKER | $0 | $35,950 |