2023 Form 5500 filing — Bedford Road Pharmacy, Inc. Esop 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 20241015093039NAL0014314627001) for Bedford Road Pharmacy, Inc. Esop Plan, reported by Bedford Road Pharmacy, Inc. under EIN 52-1096550 and plan number 003. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093039NAL0014314627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bedford Road Pharmacy, Inc.
- EIN
- 52-1096550
- Plan number
- 003
- Location
- Cumberland, MD
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,818,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,818,038
- Employer contributions
- $250,000
- Total income / additions
- $77,364
- Benefits paid
- $282,643
- Administrative expenses
- $40
- Total expenses
- $282,683
- Net increase / (decrease)
- -$205,319
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Mhm, LLC | TPA | $13,200 | $0 |
| Suttle & Stalnaker, Pllc | AUDITOR | $6,500 | $0 |