Lil' Drug Store Products, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Lil' Drug Store Products, 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, Lil' Drug Store Products, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Lil' Drug Store Products, Inc. under EIN 42-1286385 and plan number 002. The latest loaded filing year is 2023. The filing reports 155 participants and $17,233,066 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lil' Drug Store Products, Inc.
EIN
42-1286385
Plan number
002
Plan type
2
Location
Cedar Rapids, IA
Latest filing year
2023
Participants
155
End-of-year plan assets
$17,233,066

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155H, C20241011155655NAL0023164145002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,233,066
Net assets (EOY)
$17,233,066
Net assets (BOY)
$14,353,812

Income & contributions

Employer contributions
$550,888
Participant contributions
$1,048,442
Total contributions
$1,897,130
Total income / additions
$4,341,174

Expenses & distributions

Benefits paid
$1,410,400
Administrative expenses
$51,520
Total expenses
$1,461,920
Net increase / (decrease)
$2,879,254

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$48,361$02023
Robert W. Baird & Co., Inc.BROKER$0$35,9502023

Related Form 5500 pages