401k Plan data: VALLEY PHARMACY, INC. PROFIT SHARING PLAN plan

VALLEY PHARMACY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	VALLEY PHARMACY, INC. PROFIT SHARING PLAN
Plan identification number	002

VALLEY PHARMACY, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

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

Company Name: VALLEY PHARMACY, INC.

Employer identification number (EIN): 470462570

NAIC Classification: 446110
NAIC Description: Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALLEY PHARMACY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-07-01
002 2017-07-01 CHRIS WATTS, TRUSTEE CHRIS WATTS, PRESIDENT 2019-01-29
002 2016-07-01 MARK HADENFELDT, TRUSTEE MARK HADENFELDT, PRESIDENT 2018-01-23
002 2015-07-01 MARK HADENFELDT, TRUSTEE MARK HADENFELDT, PRESIDENT 2017-01-26
002 2014-07-01 MARK HADENFELDT, TRUSTEE MARK HADENFELDT, PRESIDENT 2016-01-22
002 2013-07-01 MARK HADENFELDT, TRUSTEE MARK HADENFELDT, PRESIDENT 2015-01-26
002 2012-07-01 MARK HADENFELDT, TRUSTEE MARK HADENFELDT, PRESIDENT 2014-01-23
002 2011-07-01 MARK HADENFELDT, TRUSTEE MARK HADENFELDT, PRESIDENT 2013-01-18
002 2009-07-01 MARK HADENFELDT, TRUSTEE MARK HADENFELDT, PRESIDENT 2011-01-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2018-07-01
002	2017-07-01	CHRIS WATTS, TRUSTEE	CHRIS WATTS, PRESIDENT	2019-01-29
002	2016-07-01	MARK HADENFELDT, TRUSTEE	MARK HADENFELDT, PRESIDENT	2018-01-23
002	2015-07-01	MARK HADENFELDT, TRUSTEE	MARK HADENFELDT, PRESIDENT	2017-01-26
002	2014-07-01	MARK HADENFELDT, TRUSTEE	MARK HADENFELDT, PRESIDENT	2016-01-22
002	2013-07-01	MARK HADENFELDT, TRUSTEE	MARK HADENFELDT, PRESIDENT	2015-01-26
002	2012-07-01	MARK HADENFELDT, TRUSTEE	MARK HADENFELDT, PRESIDENT	2014-01-23
002	2011-07-01	MARK HADENFELDT, TRUSTEE	MARK HADENFELDT, PRESIDENT	2013-01-18
002	2009-07-01	MARK HADENFELDT, TRUSTEE	MARK HADENFELDT, PRESIDENT	2011-01-27

Plan Statistics for VALLEY PHARMACY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for VALLEY PHARMACY, INC. PROFIT SHARING PLAN

Measure Date Value
2018: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 0
Total of all active and inactive participants 2018-07-01 0
Total participants 2018-07-01 0
Number of participants with account balances 2018-07-01 0
2017: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 4
Number of other retired or separated participants entitled to future benefits 2017-07-01 1
Total of all active and inactive participants 2017-07-01 5
Total participants 2017-07-01 5
Number of participants with account balances 2017-07-01 5
2016: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 4
Number of other retired or separated participants entitled to future benefits 2016-07-01 1
Total of all active and inactive participants 2016-07-01 5
Total participants 2016-07-01 5
Number of participants with account balances 2016-07-01 5
2015: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 4
Number of other retired or separated participants entitled to future benefits 2015-07-01 1
Total of all active and inactive participants 2015-07-01 5
Total participants 2015-07-01 5
Number of participants with account balances 2015-07-01 5
2014: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 4
Number of other retired or separated participants entitled to future benefits 2014-07-01 1
Total of all active and inactive participants 2014-07-01 5
Total participants 2014-07-01 5
Number of participants with account balances 2014-07-01 5
2013: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 4
Number of other retired or separated participants entitled to future benefits 2013-07-01 2
Total of all active and inactive participants 2013-07-01 6
Total participants 2013-07-01 6
Number of participants with account balances 2013-07-01 6
2012: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 6
Number of other retired or separated participants entitled to future benefits 2012-07-01 1
Total of all active and inactive participants 2012-07-01 7
Total participants 2012-07-01 7
Number of participants with account balances 2012-07-01 7
2011: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 6
Number of other retired or separated participants entitled to future benefits 2011-07-01 1
Total of all active and inactive participants 2011-07-01 7
Total participants 2011-07-01 7
Number of participants with account balances 2011-07-01 7
2009: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 7
Number of other retired or separated participants entitled to future benefits 2009-07-01 1
Total of all active and inactive participants 2009-07-01 8
Total participants 2009-07-01 8
Number of participants with account balances 2009-07-01 8

Measure	Date	Value
2018: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	0
Total of all active and inactive participants	2018-07-01	0
Total participants	2018-07-01	0
Number of participants with account balances	2018-07-01	0
2017: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	4
Number of other retired or separated participants entitled to future benefits	2017-07-01	1
Total of all active and inactive participants	2017-07-01	5
Total participants	2017-07-01	5
Number of participants with account balances	2017-07-01	5
2016: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	4
Number of other retired or separated participants entitled to future benefits	2016-07-01	1
Total of all active and inactive participants	2016-07-01	5
Total participants	2016-07-01	5
Number of participants with account balances	2016-07-01	5
2015: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	4
Number of other retired or separated participants entitled to future benefits	2015-07-01	1
Total of all active and inactive participants	2015-07-01	5
Total participants	2015-07-01	5
Number of participants with account balances	2015-07-01	5
2014: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	4
Number of other retired or separated participants entitled to future benefits	2014-07-01	1
Total of all active and inactive participants	2014-07-01	5
Total participants	2014-07-01	5
Number of participants with account balances	2014-07-01	5
2013: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	4
Number of other retired or separated participants entitled to future benefits	2013-07-01	2
Total of all active and inactive participants	2013-07-01	6
Total participants	2013-07-01	6
Number of participants with account balances	2013-07-01	6
2012: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	6
Number of other retired or separated participants entitled to future benefits	2012-07-01	1
Total of all active and inactive participants	2012-07-01	7
Total participants	2012-07-01	7
Number of participants with account balances	2012-07-01	7
2011: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	6
Number of other retired or separated participants entitled to future benefits	2011-07-01	1
Total of all active and inactive participants	2011-07-01	7
Total participants	2011-07-01	7
Number of participants with account balances	2011-07-01	7
2009: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	7
Number of other retired or separated participants entitled to future benefits	2009-07-01	1
Total of all active and inactive participants	2009-07-01	8
Total participants	2009-07-01	8
Number of participants with account balances	2009-07-01	8

Financial Data on VALLEY PHARMACY, INC. PROFIT SHARING PLAN

Measure	Date	Value
2019 : VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-06-30	$-19,269
Expenses. Total of all expenses incurred	2019-06-30	$1,107,952
Benefits paid (including direct rollovers)	2019-06-30	$1,107,952
Total plan assets at end of year	2019-06-30	$0
Total plan assets at beginning of year	2019-06-30	$1,127,221
Other income received	2019-06-30	$-19,269
Net income (gross income less expenses)	2019-06-30	$-1,127,221
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$1,127,221
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
2018 : VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-06-30	$77,206
Expenses. Total of all expenses incurred	2018-06-30	$1,112
Benefits paid (including direct rollovers)	2018-06-30	$1,112
Total plan assets at end of year	2018-06-30	$1,127,221
Total plan assets at beginning of year	2018-06-30	$1,051,127
Other income received	2018-06-30	$77,206
Net income (gross income less expenses)	2018-06-30	$76,094
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$1,127,221
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$1,051,127
2017 : VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$171,199
Expenses. Total of all expenses incurred	2017-06-30	$4,506
Total plan assets at end of year	2017-06-30	$1,051,127
Total plan assets at beginning of year	2017-06-30	$884,434
Other income received	2017-06-30	$171,199
Net income (gross income less expenses)	2017-06-30	$166,693
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$1,051,127
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$884,434
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$4,506
2016 : VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$3,675
Expenses. Total of all expenses incurred	2016-06-30	$1,787
Total plan assets at end of year	2016-06-30	$884,434
Total plan assets at beginning of year	2016-06-30	$882,546
Other income received	2016-06-30	$-79,912
Net income (gross income less expenses)	2016-06-30	$1,888
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$884,434
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$882,546
Total contributions received or receivable from employer(s)	2016-06-30	$83,587
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$1,787
2015 : VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$72,164
Expenses. Total of all expenses incurred	2015-06-30	$21,906
Benefits paid (including direct rollovers)	2015-06-30	$20,286
Total plan assets at end of year	2015-06-30	$882,546
Total plan assets at beginning of year	2015-06-30	$832,288
Other income received	2015-06-30	$17,108
Net income (gross income less expenses)	2015-06-30	$50,258
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$882,546
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$832,288
Total contributions received or receivable from employer(s)	2015-06-30	$55,056
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$1,620
2014 : VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$211,961
Expenses. Total of all expenses incurred	2014-06-30	$962,234
Benefits paid (including direct rollovers)	2014-06-30	$961,480
Total plan assets at end of year	2014-06-30	$832,288
Total plan assets at beginning of year	2014-06-30	$1,582,561
Other income received	2014-06-30	$156,971
Net income (gross income less expenses)	2014-06-30	$-750,273
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$832,288
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$1,582,561
Total contributions received or receivable from employer(s)	2014-06-30	$54,990
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$754
2013 : VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$238,109
Expenses. Total of all expenses incurred	2013-06-30	$31,000
Benefits paid (including direct rollovers)	2013-06-30	$31,000
Total plan assets at end of year	2013-06-30	$1,582,561
Total plan assets at beginning of year	2013-06-30	$1,375,452
Other income received	2013-06-30	$178,214
Net income (gross income less expenses)	2013-06-30	$207,109
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$1,582,561
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$1,375,452
Total contributions received or receivable from employer(s)	2013-06-30	$59,895
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$0
2012 : VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$-37,702
Expenses. Total of all expenses incurred	2012-06-30	$27,681
Benefits paid (including direct rollovers)	2012-06-30	$27,323
Total plan assets at end of year	2012-06-30	$1,375,452
Total plan assets at beginning of year	2012-06-30	$1,440,835
Other income received	2012-06-30	$-65,873
Net income (gross income less expenses)	2012-06-30	$-65,383
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$1,375,452
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$1,440,835
Total contributions received or receivable from employer(s)	2012-06-30	$28,171
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$358
2011 : VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$285,094
Expenses. Total of all expenses incurred	2011-06-30	$22,136
Benefits paid (including direct rollovers)	2011-06-30	$21,000
Total plan assets at end of year	2011-06-30	$1,440,835
Total plan assets at beginning of year	2011-06-30	$1,177,877
Other income received	2011-06-30	$273,990
Net income (gross income less expenses)	2011-06-30	$262,958
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,440,835
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,177,877
Total contributions received or receivable from employer(s)	2011-06-30	$11,104
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$1,136

Form 5500 Responses for VALLEY PHARMACY, INC. PROFIT SHARING PLAN

2018: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	This submission is the final filing	Yes
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: VALLEY PHARMACY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

300604472

Policy instance

Insurance contract or identification number	300604472
Number of Individuals Covered	0
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

300604472

Policy instance

Insurance contract or identification number	300604472
Number of Individuals Covered	5
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	VALLEY PHARMACY, INC.
Employer identification number (EIN):	470462570
NAIC Classification:	446110
NAIC Description:	Pharmacies and Drug Stores