Specialty Rx, Inc. 401 (K) Saving Plan — Form 5500 plan (Specialty Rx, 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, Specialty Rx, Inc. 401 (K) Saving Plan is a benefit plan reported by Specialty Rx, Inc. under EIN 74-3046353 and plan number 001. The latest loaded filing year is 2023. The filing reports 930 participants and $5,687,440 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Specialty Rx, Inc.
- EIN
- 74-3046353
- Plan number
- 001
- Plan type
- 2
- Location
- Ridgefield Park, NJ
- Latest filing year
- 2023
- Participants
- 930
- End-of-year plan assets
- $5,687,440
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 930 | H, C | 20250513130238NAL0012017971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,687,440
- Total liabilities (EOY)
- $87,804
- Net assets (EOY)
- $5,599,636
- Net assets (BOY)
- $3,708,959
Income & contributions
- Employer contributions
- $183,740
- Participant contributions
- $1,368,386
- Total contributions
- $1,559,149
- Total income / additions
- $2,227,684
Expenses & distributions
- Benefits paid
- $207,535
- Administrative expenses
- $3,996
- Total expenses
- $337,007
- Net increase / (decrease)
- $1,890,677
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Paragon Alliance Group LLC | CONTRACT ADMIN | $1,990 | $2,140 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,940 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $816 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Specialty Rx, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Ridgefield Park, NJ
- The Paragon Alliance Group LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation