Plan5500

Mutual Drug 401(K) Plan — Form 5500 plan (The North Carolina Mutual Wholesale Drug Company, 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, Mutual Drug 401(K) Plan is a benefit plan reported by The North Carolina Mutual Wholesale Drug Company, Inc. under EIN 56-0576951 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $20,652,124 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The North Carolina Mutual Wholesale Drug Company, Inc.
EIN
56-0576951
Plan number
001
Plan type
2
Location
Durham, NC
Latest filing year
2023
Participants
142
End-of-year plan assets
$20,652,124

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20241010080050NAL0033573520001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,652,124
Total liabilities (EOY)
$0
Net assets (EOY)
$20,652,124
Net assets (BOY)
$19,226,824

Income & contributions

Employer contributions
$439,708
Participant contributions
$620,516
Total contributions
$1,060,224
Total income / additions
$4,153,556

Expenses & distributions

Benefits paid
$2,664,038
Administrative expenses
$62,187
Total expenses
$2,728,256
Net increase / (decrease)
$1,425,300

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Comperio Retirement Consulting IncINVESTMENT ADVISOR$37,000not reported in the loaded dataset2023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$25,184$02023

Related Form 5500 pages