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FAMILY PHARMACY 401(K) PLAN 401k Plan overview

Plan NameFAMILY PHARMACY 401(K) PLAN
Plan identification number 001

FAMILY PHARMACY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

HANEY & HANEY LLC has sponsored the creation of one or more 401k plans.

Company Name:HANEY & HANEY LLC
Employer identification number (EIN):030550690
NAIC Classification:446110
NAIC Description:Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY PHARMACY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TREY HANEY2024-06-18
0012022-01-01TREY2023-07-31
0012021-01-01TREY2022-04-22
0012020-01-01TREY HANEY2021-05-06
0012019-01-01TREY HANEY2020-07-29
0012018-01-01TREY HANEY2019-10-09
0012017-01-01TREY HANEY2018-10-12
0012016-01-01TREY HANEY2017-10-16
0012015-01-01TREY HANEY2016-09-29
0012014-01-01TREY HANEY2015-09-30
0012013-01-01TREY HANEY2014-08-18
0012012-01-01TREY HANEY2013-07-22
0012011-01-01BRIAN HANEY2012-08-09
0012010-01-01BRIAN HANEY2011-07-18
0012009-05-01BRIAN HANEY

Financial Data on FAMILY PHARMACY 401(K) PLAN

Measure Date Value
2025 : FAMILY PHARMACY 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-170
Total liabilities as of the end of the plan year2025-06-170
Total liabilities as of the beginning of the plan year2025-06-170
Total expenses incurred by plan in this plan year2025-06-17156335
Net assets as of the end of the plan year2025-06-176795250
Total assets as of the beginning of the plan year2025-06-175956646
Value of plan covered by a fidelity bond2025-06-17500000
Participant contributions to plan in this plan year2025-06-1786545
Value of participant loans at end of plan year2025-06-1752447
Other expenses paid from plan in this plan year2025-06-170
Other contributions to plan in this plan year2025-06-170
Other income to plan in this plan year2025-06-17854025
Plan net income in this plan year2025-06-17838604
Net assets as of the end of the plan year2025-06-176795250
Net assets as of the beginning of the plan year2025-06-175956646
Employer contributions to plan in this plan year2025-06-1754369
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-17360
2022 : FAMILY PHARMACY 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-220
Total liabilities as of the end of the plan year2022-04-220
Total liabilities as of the beginning of the plan year2022-04-220
Total expenses incurred by plan in this plan year2022-04-22173796
Net assets as of the end of the plan year2022-04-226907766
Total assets as of the beginning of the plan year2022-04-225921967
Value of plan covered by a fidelity bond2022-04-22500000
Participant contributions to plan in this plan year2022-04-22130316
Value of participant loans at end of plan year2022-04-2240272
Other expenses paid from plan in this plan year2022-04-220
Other contributions to plan in this plan year2022-04-220
Other income to plan in this plan year2022-04-22933046
Plan net income in this plan year2022-04-22985799
Net assets as of the end of the plan year2022-04-226907766
Net assets as of the beginning of the plan year2022-04-225921967
Employer contributions to plan in this plan year2022-04-2296233
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-221933
2009 : FAMILY PHARMACY 401(K) 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 FAMILY PHARMACY 401(K) PLAN

2009: FAMILY PHARMACY 401(K) PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01First time form 5500 has been submittedYes
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

Potentially related plans

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