Martellas Pharmacies 401(K) Profit Sharing Plan — Form 5500 plan (Martella'S Pharmacies)
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, Martellas Pharmacies 401(K) Profit Sharing Plan is a benefit plan reported by Martella'S Pharmacies under EIN 25-1624314 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $12,280,236 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Martella'S Pharmacies
- EIN
- 25-1624314
- Plan number
- 001
- Plan type
- 2
- Location
- Jennerstown, PA
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $12,280,236
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20241015160636NAL0015042659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,280,236
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,280,236
- Net assets (BOY)
- $10,568,921
Income & contributions
- Employer contributions
- $203,262
- Participant contributions
- $471,830
- Total contributions
- $675,092
- Total income / additions
- $2,201,273
Expenses & distributions
- Benefits paid
- $437,286
- Administrative expenses
- $55,042
- Total expenses
- $489,958
- Net increase / (decrease)
- $1,711,315
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Db Root & Company, LLC | INVESTMENT ADVISOR | $33,404 | $0 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $17,861 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $6,149 | $0 | 2023 |
| Metro Benefits, Inc. | CONTRACT ADMINISTRATOR | $1,390 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Martella'S Pharmacies
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Jennerstown, PA
- Db Root & Company, LLC — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Metro Benefits, Inc. — Schedule C compensation