401k Plan data: BROADWAY PHARMACY, INC., DEFINED BENEFIT PLAN plan

BROADWAY PHARMACY, INC., DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	BROADWAY PHARMACY, INC., DEFINED BENEFIT PLAN
Plan identification number	001

BROADWAY PHARMACY, INC., DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BROADWAY PHARMACY, INC. has sponsored the creation of one or more 401k plans.

Company Name: BROADWAY PHARMACY, INC.

Employer identification number (EIN): 364219580

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROADWAY PHARMACY, INC., DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 CHARLES MCKENZIE 2019-08-17 CHARLES MCKENZIE 2019-08-17
001 2017-01-01 CHARLES MCKENZIE 2019-01-12 CHARLES MCKENZIE 2019-01-12
001 2016-01-01 CHARLES MCKENZIE 2017-09-25 CHARLES MCKENZIE 2017-09-25
001 2015-01-01 DEBI BERG 2016-10-16
001 2014-01-01
001 2013-01-01 DEBI BERG 2014-10-15
001 2012-01-01 DEBI BERG 2013-10-10
001 2011-01-01 CHARLES MCKENZIE 2012-10-12
001 2010-01-01 CHARLES MCKENZIE 2012-01-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	CHARLES MCKENZIE	2019-08-17	CHARLES MCKENZIE	2019-08-17
001	2017-01-01	CHARLES MCKENZIE	2019-01-12	CHARLES MCKENZIE	2019-01-12
001	2016-01-01	CHARLES MCKENZIE	2017-09-25	CHARLES MCKENZIE	2017-09-25
001	2015-01-01	DEBI BERG	2016-10-16
001	2014-01-01
001	2013-01-01	DEBI BERG	2014-10-15
001	2012-01-01	DEBI BERG	2013-10-10
001	2011-01-01	CHARLES MCKENZIE	2012-10-12
001	2010-01-01	CHARLES MCKENZIE	2012-01-21

Plan Statistics for BROADWAY PHARMACY, INC., DEFINED BENEFIT PLAN

401k plan membership statisitcs for BROADWAY PHARMACY, INC., DEFINED BENEFIT PLAN

Measure Date Value
2018: BROADWAY PHARMACY, INC., DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 4,238,529
Acturial value of plan assets 2018-12-31 4,238,529
Active participant vested funding target 2018-12-31 3,537,938
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 3,537,938
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 3,537,938
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 187,898
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 187,898
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 203,306
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: BROADWAY PHARMACY, INC., DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,917,242
Acturial value of plan assets 2017-12-31 3,917,242
Active participant vested funding target 2017-12-31 3,466,519
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 3,466,519
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 3,466,519
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 163,831
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 163,831
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 187,898
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 47,827
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: BROADWAY PHARMACY, INC., DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,994,627
Acturial value of plan assets 2016-12-31 2,994,627
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 3,400,781
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 3,400,781
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 3,400,781
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 194,251
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 194,251
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 163,831
Total employer contributions 2016-12-31 450,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 436,469
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 41,076
Net shortfall amortization installment of oustanding balance 2016-12-31 569,985
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 136,674
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 136,674
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 436,469
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2018: BROADWAY PHARMACY, INC., DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	4,238,529
Acturial value of plan assets	2018-12-31	4,238,529
Active participant vested funding target	2018-12-31	3,537,938
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	3,537,938
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	3,537,938
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	187,898
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	187,898
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	203,306
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: BROADWAY PHARMACY, INC., DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,917,242
Acturial value of plan assets	2017-12-31	3,917,242
Active participant vested funding target	2017-12-31	3,466,519
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	3,466,519
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	3,466,519
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	163,831
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	163,831
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	187,898
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	47,827
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: BROADWAY PHARMACY, INC., DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,994,627
Acturial value of plan assets	2016-12-31	2,994,627
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	3,400,781
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	3,400,781
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	3,400,781
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	194,251
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	194,251
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	163,831
Total employer contributions	2016-12-31	450,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	436,469
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	41,076
Net shortfall amortization installment of oustanding balance	2016-12-31	569,985
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	136,674
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	136,674
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	436,469
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	BROADWAY PHARMACY, INC.
Employer identification number (EIN):	364219580
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners