401k Plan data: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN plan

COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	003

COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COLLEGE PHARMACY, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: COLLEGE PHARMACY, INCORPORATED

Employer identification number (EIN): 841152794

NAIC Classification: 446110
NAIC Description: Pharmacies and Drug Stores

Additional information about COLLEGE PHARMACY, INCORPORATED

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1990-10-02

Company Identification Number: 19901092261

Legal Registered Office Address: 3505 Austin Bluffs Pkwy Ste 101

Colorado Springs
United States of America (USA)
80918

More information about COLLEGE PHARMACY, INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 KELLIE MCCORMACK
003 2016-01-01 KELLIE MCCORMACK
003 2015-01-01 KELLIE MCCORMACK
003 2014-01-01 KELLIE MCCORMACK
003 2013-01-01 KELLIE PLUSH
003 2012-01-01 KELLIE PLUSH
003 2011-01-01 KELLIE PLUSH KELLIE PLUSH 2012-09-28

Plan Statistics for COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 17
Number of retired or separated participants receiving benefits 2023-01-01 14
Number of other retired or separated participants entitled to future benefits 2023-01-01 8
Total of all active and inactive participants 2023-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 39
Number of participants with account balances 2023-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 4
2022: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 21
Number of retired or separated participants receiving benefits 2022-01-01 14
Number of other retired or separated participants entitled to future benefits 2022-01-01 18
Total of all active and inactive participants 2022-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 53
Number of participants with account balances 2022-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 20
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 11
Total of all active and inactive participants 2021-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 40
Number of participants with account balances 2021-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 26
Number of retired or separated participants receiving benefits 2020-01-01 10
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 44
Number of participants with account balances 2020-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 25
Number of retired or separated participants receiving benefits 2019-01-01 10
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 43
Number of participants with account balances 2019-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 28
Number of retired or separated participants receiving benefits 2018-01-01 11
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 45
Number of participants with account balances 2018-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 30
Number of retired or separated participants receiving benefits 2017-01-01 14
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 50
Number of participants with account balances 2017-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 23
Number of retired or separated participants receiving benefits 2016-01-01 10
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 43
Number of participants with account balances 2016-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 30
Number of retired or separated participants receiving benefits 2015-01-01 8
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 44
Number of participants with account balances 2015-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 32
Number of retired or separated participants receiving benefits 2014-01-01 6
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 41
Number of participants with account balances 2014-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 29
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 39
Number of participants with account balances 2013-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 36
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 42
Number of participants with account balances 2012-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 36
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 40
Number of participants with account balances 2011-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2

Measure	Date	Value
2023: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	17
Number of retired or separated participants receiving benefits	2023-01-01	14
Number of other retired or separated participants entitled to future benefits	2023-01-01	8
Total of all active and inactive participants	2023-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	39
Number of participants with account balances	2023-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	4
2022: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	21
Number of retired or separated participants receiving benefits	2022-01-01	14
Number of other retired or separated participants entitled to future benefits	2022-01-01	18
Total of all active and inactive participants	2022-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	53
Number of participants with account balances	2022-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	20
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	11
Total of all active and inactive participants	2021-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	40
Number of participants with account balances	2021-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	26
Number of retired or separated participants receiving benefits	2020-01-01	10
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	44
Number of participants with account balances	2020-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	25
Number of retired or separated participants receiving benefits	2019-01-01	10
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	43
Number of participants with account balances	2019-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	28
Number of retired or separated participants receiving benefits	2018-01-01	11
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	45
Number of participants with account balances	2018-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	30
Number of retired or separated participants receiving benefits	2017-01-01	14
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	50
Number of participants with account balances	2017-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	23
Number of retired or separated participants receiving benefits	2016-01-01	10
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	43
Number of participants with account balances	2016-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	30
Number of retired or separated participants receiving benefits	2015-01-01	8
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	44
Number of participants with account balances	2015-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	32
Number of retired or separated participants receiving benefits	2014-01-01	6
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	41
Number of participants with account balances	2014-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	29
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	39
Number of participants with account balances	2013-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	36
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	42
Number of participants with account balances	2012-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	36
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	40
Number of participants with account balances	2011-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2

Financial Data on COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$150,902
Total plan liabilities at beginning of year	2023-12-31	$47,781
Total income from all sources	2023-12-31	$802,811
Expenses. Total of all expenses incurred	2023-12-31	$167,946
Benefits paid (including direct rollovers)	2023-12-31	$167,877
Total plan assets at end of year	2023-12-31	$1,802,569
Total plan assets at beginning of year	2023-12-31	$1,064,583
Value of fidelity bond covering the plan	2023-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$69
Other income received	2023-12-31	$772,357
Net income (gross income less expenses)	2023-12-31	$634,865
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,651,667
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,016,802
Assets. Value of employer securities	2023-12-31	$1,790,000
Total contributions received or receivable from employer(s)	2023-12-31	$30,454
2022 : COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$47,781
Total plan liabilities at beginning of year	2022-12-31	$298,554
Total income from all sources	2022-12-31	$333,554
Expenses. Total of all expenses incurred	2022-12-31	$35,019
Benefits paid (including direct rollovers)	2022-12-31	$35,019
Total plan assets at end of year	2022-12-31	$1,064,583
Total plan assets at beginning of year	2022-12-31	$1,016,821
Value of fidelity bond covering the plan	2022-12-31	$500,000
Net income (gross income less expenses)	2022-12-31	$298,535
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,016,802
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$718,267
Assets. Value of employer securities	2022-12-31	$1,000,000
Total contributions received or receivable from employer(s)	2022-12-31	$333,554
2021 : COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$298,554
Total plan liabilities at beginning of year	2021-12-31	$554,458
Total income from all sources	2021-12-31	$414,904
Expenses. Total of all expenses incurred	2021-12-31	$55,795
Benefits paid (including direct rollovers)	2021-12-31	$55,795
Total plan assets at end of year	2021-12-31	$1,016,821
Total plan assets at beginning of year	2021-12-31	$913,616
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$100,000
Net income (gross income less expenses)	2021-12-31	$359,109
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$718,267
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$359,158
Assets. Value of employer securities	2021-12-31	$1,000,000
Total contributions received or receivable from employer(s)	2021-12-31	$314,904
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$554,458
Total plan liabilities at beginning of year	2020-12-31	$810,362
Total income from all sources	2020-12-31	$224,904
Expenses. Total of all expenses incurred	2020-12-31	$60,273
Benefits paid (including direct rollovers)	2020-12-31	$35,482
Total plan assets at end of year	2020-12-31	$913,616
Total plan assets at beginning of year	2020-12-31	$1,004,889
Value of fidelity bond covering the plan	2020-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$24,791
Other income received	2020-12-31	$-81,000
Net income (gross income less expenses)	2020-12-31	$164,631
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$359,158
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$194,527
Assets. Value of employer securities	2020-12-31	$900,000
Total contributions received or receivable from employer(s)	2020-12-31	$305,904
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$810,362
Total plan liabilities at beginning of year	2019-12-31	$1,066,265
Total income from all sources	2019-12-31	$330,198
Expenses. Total of all expenses incurred	2019-12-31	$97,302
Benefits paid (including direct rollovers)	2019-12-31	$60,147
Total plan assets at end of year	2019-12-31	$1,004,889
Total plan assets at beginning of year	2019-12-31	$1,027,896
Value of fidelity bond covering the plan	2019-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$37,155
Other income received	2019-12-31	$-32,000
Net income (gross income less expenses)	2019-12-31	$232,896
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$194,527
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$-38,369
Assets. Value of employer securities	2019-12-31	$981,000
Total contributions received or receivable from employer(s)	2019-12-31	$362,198
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$1,066,265
Total plan liabilities at beginning of year	2018-12-31	$1,322,169
Total income from all sources	2018-12-31	$358,016
Expenses. Total of all expenses incurred	2018-12-31	$113,894
Benefits paid (including direct rollovers)	2018-12-31	$69,730
Total plan assets at end of year	2018-12-31	$1,027,896
Total plan assets at beginning of year	2018-12-31	$1,039,678
Value of fidelity bond covering the plan	2018-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$44,164
Other income received	2018-12-31	$37,000
Net income (gross income less expenses)	2018-12-31	$244,122
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$-38,369
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$-282,491
Assets. Value of employer securities	2018-12-31	$1,013,000
Total contributions received or receivable from employer(s)	2018-12-31	$321,016
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$1,322,169
Total plan liabilities at beginning of year	2017-12-31	$1,578,072
Total income from all sources	2017-12-31	$479,904
Expenses. Total of all expenses incurred	2017-12-31	$134,752
Benefits paid (including direct rollovers)	2017-12-31	$36,343
Total plan assets at end of year	2017-12-31	$1,039,678
Total plan assets at beginning of year	2017-12-31	$950,429
Value of fidelity bond covering the plan	2017-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$98,409
Other income received	2017-12-31	$224,000
Net income (gross income less expenses)	2017-12-31	$345,152
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$-282,491
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$-627,643
Assets. Value of employer securities	2017-12-31	$976,000
Total contributions received or receivable from employer(s)	2017-12-31	$255,904
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$1,578,072
Total plan liabilities at beginning of year	2016-12-31	$1,770,000
Total income from all sources	2016-12-31	$681,313
Expenses. Total of all expenses incurred	2016-12-31	$369,750
Benefits paid (including direct rollovers)	2016-12-31	$37,251
Total plan assets at end of year	2016-12-31	$950,429
Total plan assets at beginning of year	2016-12-31	$830,794
Value of fidelity bond covering the plan	2016-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$332,499
Other income received	2016-12-31	$484,000
Net income (gross income less expenses)	2016-12-31	$311,563
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$-627,643
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$-939,206
Assets. Value of employer securities	2016-12-31	$752,000
Total contributions received or receivable from employer(s)	2016-12-31	$197,313
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$1,770,000
Total plan liabilities at beginning of year	2015-12-31	$6,860,107
Total income from all sources	2015-12-31	$5,358,108
Expenses. Total of all expenses incurred	2015-12-31	$242,141
Benefits paid (including direct rollovers)	2015-12-31	$24,292
Total plan assets at end of year	2015-12-31	$830,794
Total plan assets at beginning of year	2015-12-31	$804,934
Value of fidelity bond covering the plan	2015-12-31	$300,000
Other income received	2015-12-31	$5,093,108
Net income (gross income less expenses)	2015-12-31	$5,115,967
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$-939,206
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$-6,055,173
Assets. Value of employer securities	2015-12-31	$268,000
Total contributions received or receivable from employer(s)	2015-12-31	$265,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$217,849
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$6,860,107
Total plan liabilities at beginning of year	2014-12-31	$7,432,952
Total income from all sources	2014-12-31	$1,273,277
Expenses. Total of all expenses incurred	2014-12-31	$810,295
Benefits paid (including direct rollovers)	2014-12-31	$16,824
Total plan assets at end of year	2014-12-31	$804,934
Total plan assets at beginning of year	2014-12-31	$914,797
Value of fidelity bond covering the plan	2014-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$793,471
Other income received	2014-12-31	$859,563
Net income (gross income less expenses)	2014-12-31	$462,982
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$-6,055,173
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$-6,518,155
Assets. Value of employer securities	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$413,714
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$7,432,952
Total plan liabilities at beginning of year	2013-12-31	$7,961,896
Total income from all sources	2013-12-31	$1,465,281
Expenses. Total of all expenses incurred	2013-12-31	$725,081
Benefits paid (including direct rollovers)	2013-12-31	$29,779
Total plan assets at end of year	2013-12-31	$914,797
Total plan assets at beginning of year	2013-12-31	$703,541
Value of fidelity bond covering the plan	2013-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$695,302
Other income received	2013-12-31	$1,058,793
Net income (gross income less expenses)	2013-12-31	$740,200
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$-6,518,155
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$-7,258,355
Assets. Value of employer securities	2013-12-31	$340,000
Total contributions received or receivable from employer(s)	2013-12-31	$406,488
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$7,961,896
Total plan liabilities at beginning of year	2012-12-31	$8,591,347
Total income from all sources	2012-12-31	$1,448,896
Expenses. Total of all expenses incurred	2012-12-31	$710,531
Benefits paid (including direct rollovers)	2012-12-31	$10,163
Total plan assets at end of year	2012-12-31	$703,541
Total plan assets at beginning of year	2012-12-31	$594,627
Value of fidelity bond covering the plan	2012-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$700,368
Other income received	2012-12-31	$1,034,797
Net income (gross income less expenses)	2012-12-31	$738,365
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$-7,258,355
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$-7,996,720
Assets. Value of employer securities	2012-12-31	$340,000
Total contributions received or receivable from employer(s)	2012-12-31	$414,099
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$8,591,347
Total plan liabilities at beginning of year	2011-12-31	$8,901,278
Total income from all sources	2011-12-31	$1,147,953
Expenses. Total of all expenses incurred	2011-12-31	$755,071
Benefits paid (including direct rollovers)	2011-12-31	$21,458
Total plan assets at end of year	2011-12-31	$594,627
Total plan assets at beginning of year	2011-12-31	$511,676
Value of fidelity bond covering the plan	2011-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$695,805
Other income received	2011-12-31	$747,878
Net income (gross income less expenses)	2011-12-31	$392,882
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$-7,996,720
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$-8,389,602
Assets. Value of employer securities	2011-12-31	$400,000
Total contributions received or receivable from employer(s)	2011-12-31	$400,075
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$37,808
2010 : COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$8,901,278
Total plan liabilities at beginning of year	2010-12-31	$9,317,691
Total income from all sources	2010-12-31	$1,531,019
Expenses. Total of all expenses incurred	2010-12-31	$730,367
Total plan assets at end of year	2010-12-31	$511,676
Total plan assets at beginning of year	2010-12-31	$127,437
Value of fidelity bond covering the plan	2010-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$730,367
Other income received	2010-12-31	$1,135,581
Net income (gross income less expenses)	2010-12-31	$800,652
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$-8,389,602
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$-9,190,254
Assets. Value of employer securities	2010-12-31	$400,000
Total contributions received or receivable from employer(s)	2010-12-31	$395,438

Form 5500 Responses for COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

2023: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COLLEGE PHARMACY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

COLLEGE PHARMACY, INC. DBA PRINCE PHARMACY 401(K) PROFIT SHARING PLAN [EIN = 710454502]

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Company Name:	COLLEGE PHARMACY, INCORPORATED
Employer identification number (EIN):	841152794
NAIC Classification:	446110
NAIC Description:	Pharmacies and Drug Stores

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1990-10-02
Company Identification Number:	19901092261
Legal Registered Office Address:	3505 Austin Bluffs Pkwy Ste 101 Colorado Springs United States of America (USA) 80918