2023 Form 5500 filing — Value Drug Company 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 20241107073609NAL0011144817001) for Value Drug Company 401(K) Profit-Sharing Plan, reported by Value Drug Company under EIN 23-1179140 and plan number 001. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241107073609NAL0011144817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Value Drug Company
- EIN
- 23-1179140
- Plan number
- 001
- Location
- Duncansville, PA
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,740,537
- Net assets (EOY)
- $40,740,537
- Employer contributions
- $954,377
- Participant contributions
- $1,360,218
- Total income / additions
- $7,899,090
- Benefits paid
- $2,631,792
- Administrative expenses
- $117,211
- Total expenses
- $2,775,232
- Net increase / (decrease)
- $5,123,858
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT AD VISORY -PLA | $39,784 | $0 |
| Vanguard Group Inc. | RECORDKEEPER | $29,474 | $0 |
| Definiti, LLC | TPA | $8,056 | $0 |