Williams Bros. Healthcare Pharmacy, Inc. 401(K) Plan — Form 5500 plan (Williams Bros. Healthcare 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, Williams Bros. Healthcare Pharmacy, Inc. 401(K) Plan is a benefit plan reported by Williams Bros. Healthcare Pharmacy, Inc. under EIN 35-1818445 and plan number 001. The latest loaded filing year is 2023. The filing reports 614 participants and $17,726,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Williams Bros. Healthcare Pharmacy, Inc.
- EIN
- 35-1818445
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, IN
- Latest filing year
- 2023
- Participants
- 614
- End-of-year plan assets
- $17,726,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 614 | H, C | 20240927152325NAL0002463505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,726,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,726,129
- Net assets (BOY)
- $14,203,998
Income & contributions
- Employer contributions
- $807,948
- Participant contributions
- $1,417,582
- Total contributions
- $2,503,147
- Total income / additions
- $4,834,754
Expenses & distributions
- Benefits paid
- $1,219,077
- Administrative expenses
- $93,546
- Total expenses
- $1,312,623
- Net increase / (decrease)
- $3,522,131
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | CONTRACT ADMINISTRATOR | $47,845 | not reported in the loaded dataset | 2023 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $35,704 | 2023 |
| Harding, Shymanski & Company, Psc | CONTRACT ADMINISTRATOR | $7,141 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $2,856 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Williams Bros. Healthcare Pharmacy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Washington, IN
- John Hancock Retirement Plan Servic — Schedule C compensation
- Edward Jones — Schedule C compensation
- Harding, Shymanski & Company, Psc — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation