2023 Form 5500 filing — Pharmacy Data Management, 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 20241014135213NAL0015052611001) for Pharmacy Data Management, Inc. 401(K) Profit Sharing Plan, reported by Pharmacy Data Management, Inc. under EIN 34-1435943 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135213NAL0015052611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pharmacy Data Management, Inc.
- EIN
- 34-1435943
- Plan number
- 001
- Location
- Poland, OH
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,747,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,747,261
- Employer contributions
- $464,363
- Participant contributions
- $1,074,973
- Total income / additions
- $3,376,303
- Benefits paid
- $437,105
- Administrative expenses
- $58,888
- Total expenses
- $495,993
- Net increase / (decrease)
- $2,880,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trinity Pension Consultants Inc | CONTRACT ADMIN | $2,897 | $5,283 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,200 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $88 | not reported in the loaded dataset |