Plan5500

Boone Drugs, Inc. Savings Plus Plan — Form 5500 plan (Boone Drugs, 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, Boone Drugs, Inc. Savings Plus Plan is a benefit plan reported by Boone Drugs, Inc. under EIN 56-0999109 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $10,419,072 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boone Drugs, Inc.
EIN
56-0999109
Plan number
001
Plan type
3
Location
Boone, NC
Latest filing year
2023
Participants
169
End-of-year plan assets
$10,419,072

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20250428074712NAL0026581682001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,419,072
Total liabilities (EOY)
$3,156
Net assets (EOY)
$10,415,916
Net assets (BOY)
$9,536,270

Income & contributions

Employer contributions
$80,316
Participant contributions
$276,843
Total contributions
$357,159
Total income / additions
$1,634,758

Expenses & distributions

Benefits paid
$749,662
Administrative expenses
$2,928
Total expenses
$755,112
Net increase / (decrease)
$879,646

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Triad Advisors IncBROKER/ADVISOR$0$18,1692023
Ascensus Holdings Dba FutureplanCONTRACT ADMIN$0$10,0002023
Global Retirement Partners LLCINVESTMENT ADVISOR$5,829not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages