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SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAV-MORE DRUG, LLC has sponsored the creation of one or more 401k plans.

Company Name:SAV-MORE DRUG, LLC
Employer identification number (EIN):752047264
NAIC Classification:446110
NAIC Description:Pharmacies and Drug Stores

Additional information about SAV-MORE DRUG, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-12-22
Company Identification Number: 0801707349
Legal Registered Office Address: PO BOX 6397

TYLER
United States of America (USA)
75711

More information about SAV-MORE DRUG, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DOUG SLOAN
0012016-01-01DOUG SLOAN
0012015-01-01DOUG SLOAN
0012014-01-01DOUG SLOAN
0012013-01-01CHAD MICHEL
0012012-01-01DOUG MOORE
0012011-01-01DOUGLAS MOORE DOUGLAS MOORE2012-10-12
0012009-01-01DOUGLAS MOORE DOUGLAS MOORE2010-09-15

Plan Statistics for SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01172
Total number of active participants reported on line 7a of the Form 55002022-01-01101
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0165
Total of all active and inactive participants2022-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01166
Number of participants with account balances2022-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01173
Total number of active participants reported on line 7a of the Form 55002021-01-01109
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01171
Number of participants with account balances2021-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01178
Total number of active participants reported on line 7a of the Form 55002020-01-01117
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01171
Number of participants with account balances2020-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01247
Total number of active participants reported on line 7a of the Form 55002019-01-01112
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01178
Number of participants with account balances2019-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01246
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01398
Total number of active participants reported on line 7a of the Form 55002017-01-01186
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01246
Number of participants with account balances2017-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01249
Total number of active participants reported on line 7a of the Form 55002016-01-01306
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0189
Total of all active and inactive participants2016-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01395
Number of participants with account balances2016-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01293
Total number of active participants reported on line 7a of the Form 55002015-01-01181
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0168
Total of all active and inactive participants2015-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01249
Number of participants with account balances2015-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01287
Total number of active participants reported on line 7a of the Form 55002014-01-01204
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0182
Total of all active and inactive participants2014-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01286
Number of participants with account balances2014-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01383
Total number of active participants reported on line 7a of the Form 55002013-01-01175
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0187
Total of all active and inactive participants2013-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01262
Number of participants with account balances2013-01-01197
2012: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01484
Total number of active participants reported on line 7a of the Form 55002012-01-01315
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0167
Total of all active and inactive participants2012-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01382
Number of participants with account balances2012-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01438
Total number of active participants reported on line 7a of the Form 55002011-01-01414
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01443
Number of participants with account balances2011-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01352
Total number of active participants reported on line 7a of the Form 55002009-01-01336
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01355
Number of participants with account balances2009-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$17,062
Total income from all sources (including contributions)2022-12-31$-784,337
Total of all expenses incurred2022-12-31$859,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$818,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$497,715
Value of total assets at end of year2022-12-31$7,675,045
Value of total assets at beginning of year2022-12-31$9,301,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$40,609
Total interest from all sources2022-12-31$15,270
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$115,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$115,021
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$340,445
Participant contributions at end of year2022-12-31$89,123
Participant contributions at beginning of year2022-12-31$114,329
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,815
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$25
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$77
Administrative expenses (other) incurred2022-12-31$40,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,643,701
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,675,045
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,301,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,625,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,144,813
Interest on participant loans2022-12-31$3,738
Interest earned on other investments2022-12-31$11,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$960,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,042,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,412,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$155,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$818,755
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HENRY & PETERS
Accountancy firm EIN2022-12-31751653811
2021 : SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,650,969
Total of all expenses incurred2021-12-31$702,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$654,858
Expenses. Certain deemed distributions of participant loans2021-12-31$3,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$550,995
Value of total assets at end of year2021-12-31$9,301,684
Value of total assets at beginning of year2021-12-31$8,353,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$43,617
Total interest from all sources2021-12-31$16,831
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$182,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$182,054
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$379,835
Participant contributions at end of year2021-12-31$114,329
Participant contributions at beginning of year2021-12-31$115,381
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$10,663
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,290
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$77
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$232
Administrative expenses (other) incurred2021-12-31$43,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$948,649
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,301,684
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,353,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,144,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,186,560
Interest on participant loans2021-12-31$4,873
Interest earned on other investments2021-12-31$11,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,042,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,033,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$901,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$165,870
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$6,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$654,858
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HENRY & PETERS
Accountancy firm EIN2021-12-31751503978
2020 : SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$54,051
Total income from all sources (including contributions)2020-12-31$1,620,948
Total of all expenses incurred2020-12-31$1,009,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$972,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$599,509
Value of total assets at end of year2020-12-31$8,353,035
Value of total assets at beginning of year2020-12-31$7,688,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,056
Total interest from all sources2020-12-31$16,862
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$126,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$126,970
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$404,742
Participant contributions at end of year2020-12-31$115,381
Participant contributions at beginning of year2020-12-31$94,275
Participant contributions at end of year2020-12-31$10,663
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,817
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$124
Administrative expenses (other) incurred2020-12-31$37,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$610,968
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,353,035
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,688,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,186,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,670,948
Interest on participant loans2020-12-31$4,843
Interest earned on other investments2020-12-31$12,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,033,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$922,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$877,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$178,950
Employer contributions (assets) at end of year2020-12-31$6,573
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$972,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HENRY & PETERS
Accountancy firm EIN2020-12-31751503978
2019 : SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,876,694
Total of all expenses incurred2019-12-31$1,119,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,082,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$626,675
Value of total assets at end of year2019-12-31$7,688,016
Value of total assets at beginning of year2019-12-31$6,930,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,245
Total interest from all sources2019-12-31$17,685
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$115,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$115,926
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$389,598
Participant contributions at end of year2019-12-31$94,275
Participant contributions at beginning of year2019-12-31$123,025
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$40,870
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$270
Administrative expenses (other) incurred2019-12-31$37,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$757,231
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,688,016
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,930,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,670,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,820,979
Interest on participant loans2019-12-31$5,783
Interest earned on other investments2019-12-31$11,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$922,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$986,511
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,116,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$196,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,081,958
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HENRY & PETERS
Accountancy firm EIN2019-12-31751503978
2018 : SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$9,313
Total income from all sources (including contributions)2018-12-31$318,597
Total of all expenses incurred2018-12-31$1,081,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,042,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$703,546
Value of total assets at end of year2018-12-31$6,930,785
Value of total assets at beginning of year2018-12-31$7,684,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38,650
Total interest from all sources2018-12-31$14,646
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$136,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$136,526
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$463,240
Participant contributions at end of year2018-12-31$123,025
Participant contributions at beginning of year2018-12-31$79,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$38,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-762,534
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,930,785
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,684,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,820,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,659,842
Interest on participant loans2018-12-31$4,942
Interest earned on other investments2018-12-31$9,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$986,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$944,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-536,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$240,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,042,481
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HENRY & PETERS
Accountancy firm EIN2018-12-31751503978
2017 : SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$36,021
Total income from all sources (including contributions)2017-12-31$1,770,663
Total of all expenses incurred2017-12-31$1,727,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,670,693
Expenses. Certain deemed distributions of participant loans2017-12-31$18,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$758,523
Value of total assets at end of year2017-12-31$7,684,006
Value of total assets at beginning of year2017-12-31$7,604,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,016
Total interest from all sources2017-12-31$11,340
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$150,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$150,451
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$483,412
Participant contributions at end of year2017-12-31$79,668
Participant contributions at beginning of year2017-12-31$95,156
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$38,637
Administrative expenses (other) incurred2017-12-31$38,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$43,568
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,684,006
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,604,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,659,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,733,337
Interest on participant loans2017-12-31$3,398
Interest earned on other investments2017-12-31$7,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$944,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$775,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$850,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$236,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,670,693
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HENRY & PETERS
Accountancy firm EIN2017-12-31751503978
2016 : SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$14,036
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,562,177
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$741,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$699,117
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$815,909
Value of total assets at end of year2016-12-31$7,604,417
Value of total assets at beginning of year2016-12-31$6,769,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$42,092
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$3,253
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$120,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$120,047
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$541,978
Participant contributions at end of year2016-12-31$95,156
Participant contributions at beginning of year2016-12-31$91,109
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$7,230
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$820,968
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,604,417
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,769,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,733,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,505,192
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$3,253
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$775,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$173,105
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$615,738
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$273,931
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$699,117
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$42,092
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HENRY & PETERS
Accountancy firm EIN2016-12-31751503978
2015 : SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$106,335
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$754,079
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$737,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$707,330
Value of total corrective distributions2015-12-31$4,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$856,863
Value of total assets at end of year2015-12-31$6,769,413
Value of total assets at beginning of year2015-12-31$6,646,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,868
Total interest from all sources2015-12-31$4,238
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,710
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$522,681
Participant contributions at end of year2015-12-31$91,109
Participant contributions at beginning of year2015-12-31$64,300
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$67,013
Other income not declared elsewhere2015-12-31$4,772
Total non interest bearing cash at end of year2015-12-31$7
Total non interest bearing cash at beginning of year2015-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$16,918
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,769,413
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,646,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,505,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,285,581
Interest on participant loans2015-12-31$4,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$173,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$296,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-111,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$267,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$707,330
Contract administrator fees2015-12-31$23,158
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HENRY & PETERS
Accountancy firm EIN2015-12-31751503978
2014 : SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$114,890
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,104,044
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,240,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,215,493
Value of total corrective distributions2014-12-31$770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$791,922
Value of total assets at end of year2014-12-31$6,646,160
Value of total assets at beginning of year2014-12-31$6,667,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,479
Total interest from all sources2014-12-31$3,843
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,670
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$518,595
Participant contributions at end of year2014-12-31$64,300
Participant contributions at beginning of year2014-12-31$134,280
Other income not declared elsewhere2014-12-31$5,344
Total non interest bearing cash at end of year2014-12-31$7
Total non interest bearing cash at beginning of year2014-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-136,698
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,646,160
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,667,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,285,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,210,328
Interest on participant loans2014-12-31$3,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$296,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$323,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$302,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$273,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,215,493
Contract administrator fees2014-12-31$22,809
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HENRY & PETERS
Accountancy firm EIN2014-12-31751503978
2013 : SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$75,037
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,862,183
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,857,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,827,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$811,384
Value of total assets at end of year2013-12-31$6,667,968
Value of total assets at beginning of year2013-12-31$8,588,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,306
Total interest from all sources2013-12-31$5,692
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,740
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$502,487
Participant contributions at end of year2013-12-31$134,280
Participant contributions at beginning of year2013-12-31$224,815
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,067
Other income not declared elsewhere2013-12-31$5,767
Total non interest bearing cash at end of year2013-12-31$7
Total non interest bearing cash at beginning of year2013-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,995,474
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,667,968
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,588,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$6,210,328
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,012,726
Interest on participant loans2013-12-31$5,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$323,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$350,857
Net investment gain/loss from pooled separate accounts2013-12-31$1,039,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$284,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,827,351
Contract administrator fees2013-12-31$24,566
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KNAPP & COMPANY, P.C.
Accountancy firm EIN2013-12-31752713030
2012 : SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$128,130
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,558,478
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$871,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$833,738
Expenses. Certain deemed distributions of participant loans2012-12-31$3,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,644,460
Value of total assets at end of year2012-12-31$8,588,405
Value of total assets at beginning of year2012-12-31$6,773,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,317
Total interest from all sources2012-12-31$7,910
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$3,980
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$954,226
Participant contributions at end of year2012-12-31$224,815
Participant contributions at beginning of year2012-12-31$165,571
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$168,771
Other income not declared elsewhere2012-12-31$6,200
Total non interest bearing cash at end of year2012-12-31$7
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,687,270
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,588,405
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,773,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$314
Value of interest in pooled separate accounts at end of year2012-12-31$8,012,726
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,326,175
Interest on participant loans2012-12-31$7,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$350,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$281,259
Net investment gain/loss from pooled separate accounts2012-12-31$899,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$521,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$833,738
Contract administrator fees2012-12-31$30,023
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KNAPP & COMPANY, P.C.
Accountancy firm EIN2012-12-31752713030
2011 : SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$69,766
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,137,592
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$242,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$195,474
Expenses. Certain deemed distributions of participant loans2011-12-31$1,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,321,405
Value of total assets at end of year2011-12-31$6,773,005
Value of total assets at beginning of year2011-12-31$5,808,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$46,093
Total interest from all sources2011-12-31$6,305
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$3,542
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$832,055
Participant contributions at end of year2011-12-31$165,571
Participant contributions at beginning of year2011-12-31$149,386
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$39,168
Other income not declared elsewhere2011-12-31$5,626
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$894,782
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,773,005
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,808,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$139
Value of interest in pooled separate accounts at end of year2011-12-31$6,326,175
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,454,684
Interest on participant loans2011-12-31$6,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$281,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$204,387
Net investment gain/loss from pooled separate accounts2011-12-31$-195,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$450,182
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$195,474
Contract administrator fees2011-12-31$42,412
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KNAPP & COMPANY, P.C.
Accountancy firm EIN2011-12-31752713030
2010 : SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$398,597
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,865,116
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$446,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$413,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,206,805
Value of total assets at end of year2010-12-31$5,808,457
Value of total assets at beginning of year2010-12-31$3,991,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,413
Total interest from all sources2010-12-31$6,769
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,830
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$781,187
Participant contributions at end of year2010-12-31$149,386
Participant contributions at beginning of year2010-12-31$150,756
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$18,138
Other income not declared elsewhere2010-12-31$4,453
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,418,419
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,808,457
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,991,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$32
Value of interest in pooled separate accounts at end of year2010-12-31$5,454,684
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,690,192
Interest on participant loans2010-12-31$6,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$204,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$105,696
Net investment gain/loss from pooled separate accounts2010-12-31$647,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$425,618
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$26,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$413,284
Contract administrator fees2010-12-31$31,551
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KNAPP & COMPANY, P.C.
Accountancy firm EIN2010-12-31752713030
2009 : SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN

2022: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SAV-MORE DRUG, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512526
Policy instance 1
Insurance contract or identification number512526
Number of Individuals Covered133
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,944
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,944
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512526
Policy instance 1
Insurance contract or identification number512526
Number of Individuals Covered125
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,156
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,156
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512526
Policy instance 1
Insurance contract or identification number512526
Number of Individuals Covered127
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,012
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,012
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512526
Policy instance 1
Insurance contract or identification number512526
Number of Individuals Covered137
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,930
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,930
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512526
Policy instance 1
Insurance contract or identification number512526
Number of Individuals Covered162
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,944
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,944
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512526
Policy instance 1
Insurance contract or identification number512526
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,596
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,596
Insurance broker organization code?3
Insurance broker nameHILLTOP SECURITIES INDEPENDENT NETW
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30941
Policy instance 1
Insurance contract or identification number30941
Number of Individuals Covered196
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $25,823
Total amount of fees paid to insurance companyUSD $5,215
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,823
Insurance broker organization code?3
Amount paid for insurance broker fees5215
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
Insurance broker nameTRAVIS WOLFF
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30941
Policy instance 1
Insurance contract or identification number30941
Number of Individuals Covered224
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $25,505
Total amount of fees paid to insurance companyUSD $5,171
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,505
Insurance broker organization code?3
Amount paid for insurance broker fees5171
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
Insurance broker nameTRAVIS WOLFF
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30941
Policy instance 1
Insurance contract or identification number30941
Number of Individuals Covered227
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $25,051
Total amount of fees paid to insurance companyUSD $9,152
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,051
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameTRAVIS WOLFF
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30941
Policy instance 1
Insurance contract or identification number30941
Number of Individuals Covered330
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $29,086
Total amount of fees paid to insurance companyUSD $8,181
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,052
Insurance broker organization code?3
Amount paid for insurance broker fees7837
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
Insurance broker nameVANGUARD GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30941
Policy instance 1
Insurance contract or identification number30941
Number of Individuals Covered248
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $32,116
Total amount of fees paid to insurance companyUSD $6,984
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30941
Policy instance 1
Insurance contract or identification number30941
Number of Individuals Covered257
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $24,455
Total amount of fees paid to insurance companyUSD $4,832
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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