STONE OAK PHARMACY, LP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SIMPKINS RETIREMENT PLAN EXCHANGE FOR STONE OAK PHARMACY
| Measure | Date | Value |
|---|
| 2025 : SIMPKINS RETIREMENT PLAN EXCHANGE FOR STONE OAK PHARMACY 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-22 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-22 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-22 | 120 |
| Net assets as of the end of the plan year | 2025-07-22 | 550042 |
| Total assets as of the beginning of the plan year | 2025-07-22 | 438045 |
| Value of plan covered by a fidelity bond | 2025-07-22 | 43805 |
| Participant contributions to plan in this plan year | 2025-07-22 | 27816 |
| Value of participant loans at end of plan year | 2025-07-22 | 2310 |
| Other expenses paid from plan in this plan year | 2025-07-22 | 0 |
| Other contributions to plan in this plan year | 2025-07-22 | 0 |
| Other income to plan in this plan year | 2025-07-22 | 70995 |
| Plan net income in this plan year | 2025-07-22 | 111997 |
| Net assets as of the end of the plan year | 2025-07-22 | 550042 |
| Net assets as of the beginning of the plan year | 2025-07-22 | 438045 |
| Employer contributions to plan in this plan year | 2025-07-22 | 13306 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-22 | 120 |
| 2024 : SIMPKINS RETIREMENT PLAN EXCHANGE FOR STONE OAK PHARMACY 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-15 | 7324 |
| Net assets as of the end of the plan year | 2024-07-15 | 438045 |
| Total assets as of the beginning of the plan year | 2024-07-15 | 328460 |
| Value of plan covered by a fidelity bond | 2024-07-15 | 40000 |
| Participant contributions to plan in this plan year | 2024-07-15 | 32348 |
| Value of participant loans at end of plan year | 2024-07-15 | 4811 |
| Other expenses paid from plan in this plan year | 2024-07-15 | 0 |
| Other contributions to plan in this plan year | 2024-07-15 | 0 |
| Other income to plan in this plan year | 2024-07-15 | 72448 |
| Plan net income in this plan year | 2024-07-15 | 109585 |
| Net assets as of the end of the plan year | 2024-07-15 | 438045 |
| Net assets as of the beginning of the plan year | 2024-07-15 | 328460 |
| Employer contributions to plan in this plan year | 2024-07-15 | 12113 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-15 | 120 |
| 2022 : SIMPKINS RETIREMENT PLAN EXCHANGE FOR STONE OAK PHARMACY 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-17 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-17 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-17 | 2576 |
| Net assets as of the end of the plan year | 2022-06-17 | 370608 |
| Total assets as of the beginning of the plan year | 2022-06-17 | 283751 |
| Value of plan covered by a fidelity bond | 2022-06-17 | 10000 |
| Participant contributions to plan in this plan year | 2022-06-17 | 20585 |
| Value of participant loans at end of plan year | 2022-06-17 | 644 |
| Other expenses paid from plan in this plan year | 2022-06-17 | 0 |
| Other contributions to plan in this plan year | 2022-06-17 | 0 |
| Other income to plan in this plan year | 2022-06-17 | 52307 |
| Plan net income in this plan year | 2022-06-17 | 86857 |
| Net assets as of the end of the plan year | 2022-06-17 | 370608 |
| Net assets as of the beginning of the plan year | 2022-06-17 | 283751 |
| Employer contributions to plan in this plan year | 2022-06-17 | 16541 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-17 | 120 |
