MEDICAL WEST PHARMACY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEDICAL WEST COMPANIES PROFIT SHARING PLAN
Measure | Date | Value |
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2014 : MEDICAL WEST COMPANIES PROFIT SHARING PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
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 | $764,381 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $299,770 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $248,642 |
Value of total corrective distributions | 2014-12-31 | $3,180 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $399,883 |
Value of total assets at end of year | 2014-12-31 | $5,965,289 |
Value of total assets at beginning of year | 2014-12-31 | $5,500,678 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $47,948 |
Total interest from all sources | 2014-12-31 | $0 |
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 year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $47,948 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $319,192 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,573 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $464,611 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,965,289 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,500,678 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,782,246 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,457,766 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,103,925 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,961,969 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,195 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $363,303 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $79,118 |
Employer contributions (assets) at end of year | 2014-12-31 | $79,118 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $80,943 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $248,642 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | RUBINBROWN LLP |
Accountancy firm EIN | 2014-12-31 | 430765316 |
2013 : MEDICAL WEST COMPANIES PROFIT SHARING PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
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 | $1,385,280 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $429,528 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $385,151 |
Value of total corrective distributions | 2013-12-31 | $3,336 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $391,345 |
Value of total assets at end of year | 2013-12-31 | $5,500,678 |
Value of total assets at beginning of year | 2013-12-31 | $4,544,926 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $41,041 |
Total interest from all sources | 2013-12-31 | $0 |
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 year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $41,041 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $310,402 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $955,752 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,500,678 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,544,926 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,457,766 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,754,023 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,961,969 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,711,196 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $543,498 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $450,437 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $80,943 |
Employer contributions (assets) at end of year | 2013-12-31 | $80,943 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $79,707 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $385,151 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | RUBINBROWN LLP |
Accountancy firm EIN | 2013-12-31 | 430765316 |
2012 : MEDICAL WEST COMPANIES PROFIT SHARING PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $134,933 |
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 | $961,183 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $118,107 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $80,101 |
Value of total corrective distributions | 2012-12-31 | $2,367 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $412,621 |
Value of total assets at end of year | 2012-12-31 | $4,544,926 |
Value of total assets at beginning of year | 2012-12-31 | $3,566,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $35,639 |
Total interest from all sources | 2012-12-31 | $0 |
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 year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $35,639 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $307,068 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $25,846 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $13,416 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $843,076 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,544,926 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,566,917 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,754,023 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,035,637 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,711,196 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,467,974 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $303,434 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $245,128 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $79,707 |
Employer contributions (assets) at end of year | 2012-12-31 | $79,707 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $49,890 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $80,101 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | RUBINBROWN LLP |
Accountancy firm EIN | 2012-12-31 | 430765316 |
2011 : MEDICAL WEST COMPANIES PROFIT SHARING PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
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 | $317,427 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $89,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $58,386 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $393,429 |
Value of total assets at end of year | 2011-12-31 | $3,566,917 |
Value of total assets at beginning of year | 2011-12-31 | $3,338,737 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $30,861 |
Total interest from all sources | 2011-12-31 | $0 |
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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $30,861 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $328,574 |
Participant contributions at beginning of year | 2011-12-31 | $11,454 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $14,965 |
Total non interest bearing cash at end of year | 2011-12-31 | $13,416 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $228,180 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,566,917 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,338,737 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,035,637 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,190,648 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,467,974 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,097,015 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-69,816 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-6,186 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $49,890 |
Employer contributions (assets) at end of year | 2011-12-31 | $49,890 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $39,620 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $58,386 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | RUBINBROWN LLP |
Accountancy firm EIN | 2011-12-31 | 430765316 |