Kirkwood Pharmacy Group 401(K) Plan — Form 5500 plan (Kirkwood Pharmacy Group)
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, Kirkwood Pharmacy Group 401(K) Plan is a benefit plan reported by Kirkwood Pharmacy Group under EIN 87-3423716 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $4,365,546 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kirkwood Pharmacy Group
- EIN
- 87-3423716
- Plan number
- 001
- Plan type
- 3
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $4,365,546
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241001153444NAL0014210530001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,365,546
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,365,546
- Net assets (BOY)
- $3,674,535
Income & contributions
- Employer contributions
- $203,716
- Participant contributions
- $308,331
- Total contributions
- $515,707
- Total income / additions
- $1,166,356
Expenses & distributions
- Benefits paid
- $438,577
- Administrative expenses
- $36,768
- Total expenses
- $475,345
- Net increase / (decrease)
- $691,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Krilogy Financial LLC | ADVISOR | $20,689 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,512 | $0 | 2023 |
| Benefit Plans Plus, LLC | CONTRACT ADMINSTRATOR | $3,009 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGR | $1,580 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kirkwood Pharmacy Group
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Krilogy Financial LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Benefit Plans Plus, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation