Value Drug Company 401(K) Profit-Sharing Plan — Form 5500 plan (Value Drug Company)
Plain-English plan 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, Value Drug Company 401(K) Profit-Sharing Plan is a benefit plan reported by Value Drug Company under EIN 23-1179140 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $40,740,537 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Value Drug Company
- EIN
- 23-1179140
- Plan number
- 001
- Plan type
- 2
- Location
- Duncansville, PA
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $40,740,537
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20241107073609NAL0011144817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,740,537
- Net assets (EOY)
- $40,740,537
- Net assets (BOY)
- $35,616,679
Income & contributions
- Employer contributions
- $954,377
- Participant contributions
- $1,360,218
- Total contributions
- $2,378,427
- Total income / additions
- $7,899,090
Expenses & distributions
- Benefits paid
- $2,631,792
- Administrative expenses
- $117,211
- Total expenses
- $2,775,232
- Net increase / (decrease)
- $5,123,858
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT AD VISORY -PLA | $39,784 | $0 | 2023 |
| Vanguard Group Inc. | RECORDKEEPER | $29,474 | $0 | 2023 |
| Definiti, LLC | TPA | $8,056 | $0 | 2023 |