Ais 401(K) Plan — Form 5500 plan (Bond 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, Ais 401(K) Plan is a benefit plan reported by Bond Pharmacy, Inc. under EIN 64-0913966 and plan number 002. The latest loaded filing year is 2023. The filing reports 914 participants and $26,294,542 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bond Pharmacy, Inc.
- EIN
- 64-0913966
- Plan number
- 002
- Plan type
- 2
- Location
- Ridgeland, MS
- Latest filing year
- 2023
- Participants
- 914
- End-of-year plan assets
- $26,294,542
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 914 | H, C | 20241010164408NAL0011746691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,294,542
- Total liabilities (EOY)
- $1,334
- Net assets (EOY)
- $26,293,208
- Net assets (BOY)
- $20,049,316
Income & contributions
- Employer contributions
- $1,713,735
- Participant contributions
- $2,829,700
- Total contributions
- $4,961,182
- Total income / additions
- $9,085,173
Expenses & distributions
- Benefits paid
- $2,677,291
- Administrative expenses
- $163,990
- Total expenses
- $2,841,281
- Net increase / (decrease)
- $6,243,892
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $95,699 | $0 | 2023 |
| Raymond James & Associates .00 Inc | INVESTMENT ADVISOR | $68,291 | not reported in the loaded dataset | 2023 |
| Stevens Dowd & Company | CONTRACT ADMIN | $0 | $5,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bond Pharmacy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Ridgeland, MS
- Empower Annuity Insurance Company — Schedule C compensation
- Raymond James & Associates .00 Inc — Schedule C compensation
- Stevens Dowd & Company — Schedule C compensation