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PRIMARY CARE PHARMACY SERVICES 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NamePRIMARY CARE PHARMACY SERVICES 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

PRIMARY CARE PHARMACY SERVICES 401 K PROFIT SHARING PLAN TRUST 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.
  • 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

PRIMARY CARE PHARMACY SERVICES has sponsored the creation of one or more 401k plans.

Company Name:PRIMARY CARE PHARMACY SERVICES
Employer identification number (EIN):205322559
NAIC Classification:446110
NAIC Description:Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMARY CARE PHARMACY SERVICES 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANTHONY F BERTOLA2024-07-27
0012022-01-01ANTHONY BERTOLA2023-07-23
0012021-01-01ANTHONY BERTOLA2022-07-17
0012020-01-01ANTHONY BERTOLA2021-08-11
0012019-01-01ANTHONY BERTOLA2020-04-24
0012018-01-01ANTHONY BERTOLA2019-06-17
0012017-01-01ANTHONY F BERTOLA2018-10-10
0012016-01-01ANTHONY BERTOLA2017-10-14
0012015-01-01ANTHONY F BERTOLA2016-07-20
0012014-01-01ANTHONY F BERTOLA2015-07-24
0012013-01-01ANTHONY F BERTOLA2014-07-23
0012012-01-01PRIMARY CARE PHARMACY SERVICES2013-07-17
0012011-01-01PRIMARY CARE PHARMACY SERVICES2012-08-16

Plan Statistics for PRIMARY CARE PHARMACY SERVICES 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for PRIMARY CARE PHARMACY SERVICES 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: PRIMARY CARE PHARMACY SERVICES 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-072
Total number of particpants at end of year2025-07-072
Number of Participants With Account Balances2025-07-072
2024: PRIMARY CARE PHARMACY SERVICES 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-271
Total number of particpants at end of year2024-07-272
Number of Participants With Account Balances2024-07-271

Financial Data on PRIMARY CARE PHARMACY SERVICES 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : PRIMARY CARE PHARMACY SERVICES 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-070
Total liabilities as of the end of the plan year2025-07-070
Total liabilities as of the beginning of the plan year2025-07-070
Total expenses incurred by plan in this plan year2025-07-072769
Net assets as of the end of the plan year2025-07-07201728
Total assets as of the beginning of the plan year2025-07-07182103
Value of plan covered by a fidelity bond2025-07-0720000
Participant contributions to plan in this plan year2025-07-071273
Other expenses paid from plan in this plan year2025-07-070
Other contributions to plan in this plan year2025-07-070
Other income to plan in this plan year2025-07-0721096
Plan net income in this plan year2025-07-0719625
Net assets as of the end of the plan year2025-07-07201728
Net assets as of the beginning of the plan year2025-07-07182103
Employer contributions to plan in this plan year2025-07-0725
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-072626
2024 : PRIMARY CARE PHARMACY SERVICES 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-270
Total liabilities as of the end of the plan year2024-07-270
Total liabilities as of the beginning of the plan year2024-07-270
Total expenses incurred by plan in this plan year2024-07-273843
Net assets as of the end of the plan year2024-07-27182103
Total assets as of the beginning of the plan year2024-07-27152782
Value of plan covered by a fidelity bond2024-07-2720000
Participant contributions to plan in this plan year2024-07-278558
Other expenses paid from plan in this plan year2024-07-270
Other contributions to plan in this plan year2024-07-270
Other income to plan in this plan year2024-07-2724435
Plan net income in this plan year2024-07-2729321
Net assets as of the end of the plan year2024-07-27182103
Net assets as of the beginning of the plan year2024-07-27152782
Employer contributions to plan in this plan year2024-07-27171
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-27868

Potentially related plans

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