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ST. MARYS PHARMACY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameST. MARYS PHARMACY, INC. PROFIT SHARING PLAN
Plan identification number 001

ST. MARYS PHARMACY, INC. PROFIT SHARING 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:ST. MARYS PHARMACY, INC.
Employer identification number (EIN):251211032
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-09-01CHRISTOPHER KOVSKI2024-12-20
0012022-09-01CHRISTOPHER KOVSKI2024-05-15
0012021-09-01CHRISTOPHER KOVSKI2023-06-02
0012020-09-01MICHAEL VAVALA2022-05-27
0012019-09-01JUDE VAVALA2021-01-05
0012018-09-01
0012017-09-01
0012016-09-01
0012015-09-01
0012014-09-01
0012013-09-01JUDE VAVALA
0012012-09-01JUDE VAVALA
0012011-09-01JUDE VAVALA
0012009-09-01JUDE VAVALA

Financial Data on ST. MARYS PHARMACY, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : ST. MARYS PHARMACY, INC. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-09-1201880
Total expenses incurred by plan in this plan year2025-10-090
Net assets as of the end of the plan year2025-10-090
Total assets as of the beginning of the plan year2025-10-091207709
Value of plan covered by a fidelity bond2025-10-095000000
Participant contributions to plan in this plan year2025-10-0954408
Other income to plan in this plan year2025-10-09-5829
Plan net income in this plan year2025-10-09-5829
Net assets as of the end of the plan year2025-10-090
Net assets as of the beginning of the plan year2025-10-091207709
Employer contributions to plan in this plan year2025-10-0917213
Fees paid to broker by Benefit Provider2025-10-094505
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-095629
2024 : ST. MARYS PHARMACY, INC. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-12-20106813
Net assets as of the end of the plan year2024-12-201427771
Total assets as of the beginning of the plan year2024-12-201270340
Value of plan covered by a fidelity bond2024-12-205000000
Participant contributions to plan in this plan year2024-12-2048137
Other income to plan in this plan year2024-12-20199204
Plan net income in this plan year2024-12-20157431
Net assets as of the end of the plan year2024-12-201427771
Net assets as of the beginning of the plan year2024-12-201270340
Employer contributions to plan in this plan year2024-12-2016903
Fees paid to broker by Benefit Provider2024-12-204529
Expensese paid to adminstrative service provicers from plan in this plan year2024-12-205860
2015 : ST. MARYS PHARMACY, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-08-31$100
Total income from all sources2015-08-31$330,400
Expenses. Total of all expenses incurred2015-08-31$648,292
Benefits paid (including direct rollovers)2015-08-31$642,559
Total plan assets at end of year2015-08-31$2,849,552
Total plan assets at beginning of year2015-08-31$3,167,344
Value of fidelity bond covering the plan2015-08-31$150,000
Total contributions received or receivable from participants2015-08-31$198,976
Expenses. Other expenses not covered elsewhere2015-08-31$5,733
Contributions received from other sources (not participants or employers)2015-08-31$40,089
Other income received2015-08-31$10,661
Net income (gross income less expenses)2015-08-31$-317,892
Net plan assets at end of year (total assets less liabilities)2015-08-31$2,849,452
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$3,167,344
Total contributions received or receivable from employer(s)2015-08-31$80,674
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
2014 : ST. MARYS PHARMACY, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-08-31$461,247
Expenses. Total of all expenses incurred2014-08-31$40,568
Benefits paid (including direct rollovers)2014-08-31$32,455
Total plan assets at end of year2014-08-31$3,167,344
Total plan assets at beginning of year2014-08-31$2,746,665
Value of fidelity bond covering the plan2014-08-31$150,000
Total contributions received or receivable from participants2014-08-31$178,070
Other income received2014-08-31$206,456
Net income (gross income less expenses)2014-08-31$420,679
Net plan assets at end of year (total assets less liabilities)2014-08-31$3,167,344
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$2,746,665
Total contributions received or receivable from employer(s)2014-08-31$76,721
Expenses. Administrative service providers (salaries,fees and commissions)2014-08-31$8,113
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
2013 : ST. MARYS PHARMACY, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-08-31$499,288
Expenses. Total of all expenses incurred2013-08-31$419,247
Benefits paid (including direct rollovers)2013-08-31$409,798
Total plan assets at end of year2013-08-31$2,746,665
Total plan assets at beginning of year2013-08-31$2,666,624
Value of fidelity bond covering the plan2013-08-31$150,000
Total contributions received or receivable from participants2013-08-31$152,809
Expenses. Other expenses not covered elsewhere2013-08-31$9,449
Contributions received from other sources (not participants or employers)2013-08-31$132,374
Other income received2013-08-31$145,393
Net income (gross income less expenses)2013-08-31$80,041
Net plan assets at end of year (total assets less liabilities)2013-08-31$2,746,665
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$2,666,624
Total contributions received or receivable from employer(s)2013-08-31$68,712
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
2012 : ST. MARYS PHARMACY, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-08-31$370,490
Expenses. Total of all expenses incurred2012-08-31$31,398
Benefits paid (including direct rollovers)2012-08-31$28,206
Total plan assets at end of year2012-08-31$2,666,624
Total plan assets at beginning of year2012-08-31$2,327,532
Value of fidelity bond covering the plan2012-08-31$150,000
Total contributions received or receivable from participants2012-08-31$147,577
Other income received2012-08-31$159,720
Net income (gross income less expenses)2012-08-31$339,092
Net plan assets at end of year (total assets less liabilities)2012-08-31$2,666,624
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$2,327,532
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-08-31$2,702
Total contributions received or receivable from employer(s)2012-08-31$63,193
Expenses. Administrative service providers (salaries,fees and commissions)2012-08-31$3,192
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
2011 : ST. MARYS PHARMACY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-08-31$436,188
Expenses. Total of all expenses incurred2011-08-31$55,441
Benefits paid (including direct rollovers)2011-08-31$52,209
Total plan assets at end of year2011-08-31$2,327,532
Total plan assets at beginning of year2011-08-31$1,946,785
Value of fidelity bond covering the plan2011-08-31$180,000
Total contributions received or receivable from participants2011-08-31$121,706
Other income received2011-08-31$256,687
Net income (gross income less expenses)2011-08-31$380,747
Net plan assets at end of year (total assets less liabilities)2011-08-31$2,327,532
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$1,946,785
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-08-31$2,702
Total contributions received or receivable from employer(s)2011-08-31$57,795
Expenses. Administrative service providers (salaries,fees and commissions)2011-08-31$3,232
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
2010 : ST. MARYS PHARMACY, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for ST. MARYS PHARMACY, INC. PROFIT SHARING PLAN

2014: ST. MARYS PHARMACY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: ST. MARYS PHARMACY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: ST. MARYS PHARMACY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: ST. MARYS PHARMACY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: ST. MARYS PHARMACY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK9832A
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999416-000
Policy instance 2
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK9832A
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999416-000
Policy instance 2
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK9832A
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999416-000
Policy instance 2
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK9832A
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999416-000
Policy instance 2
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK005259490
Policy instance 3
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK9832A
Policy instance 1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999416-000
Policy instance 2

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