Med-Fast Pharmacy, Inc. Profit Sharing Plan — Form 5500 plan (Med-Fast Pharmacy, Inc.)

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, Med-Fast Pharmacy, Inc. Profit Sharing Plan is a benefit plan reported by Med-Fast Pharmacy, Inc. under EIN 25-1631348 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $5,151,994 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Med-Fast Pharmacy, Inc.
EIN
25-1631348
Plan number
001
Plan type
2
Location
Aliquippa, PA
Latest filing year
2023
Participants
158
End-of-year plan assets
$5,151,994

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241014113622NAL0026054561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,151,994
Total liabilities (EOY)
$0
Net assets (EOY)
$5,151,994
Net assets (BOY)
$5,100,624

Income & contributions

Employer contributions
$71,174
Participant contributions
$121,144
Total contributions
$192,318
Total income / additions
$846,394

Expenses & distributions

Benefits paid
$746,519
Administrative expenses
$48,505
Total expenses
$795,024
Net increase / (decrease)
$51,370

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hbks Wealth AdvisorsINVESTMENT ADVISORY - PL$18,150not reported in the loaded dataset2023
Cypher & CypherAUDIT$8,814not reported in the loaded dataset2023
Dunbar, Bender & Zapf, Inc.RECORDKEEPER$8,759$02023
Transamerica Life Insurance CompanyRECORDKEEPER$3,210$02023

Related Form 5500 pages