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LOUIS MORGAN DRUG 1 401(K) P/S PLAN 401k Plan overview

Plan NameLOUIS MORGAN DRUG 1 401(K) P/S PLAN
Plan identification number 001

LOUIS MORGAN DRUG 1 401(K) P/S PLAN 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

HERVY & BETHARD, INC. DBA LOUIS MORGAN DRUG has sponsored the creation of one or more 401k plans.

Company Name:HERVY & BETHARD, INC. DBA LOUIS MORGAN DRUG
Employer identification number (EIN):751372964
NAIC Classification:446110
NAIC Description:Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOUIS MORGAN DRUG 1 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES GILLIAM2024-09-04 JAMES GILLIAM2024-09-04
0012022-01-01CHERYL GILLIAM2023-08-17
0012021-01-01CHERYL GILLIAM2022-08-18
0012020-01-01CHERYL GILLIAM2021-09-10
0012019-01-01CHERYL GILLIAM2020-05-26
0012018-01-01JAMES GILLIAM2019-05-09
0012017-01-01STEVE MORGAN2018-03-04
0012016-01-01STEVE MORGAN2017-05-11
0012015-01-01STEVE MORGAN2016-06-07
0012014-01-01STEVE MORGAN2015-06-04
0012013-01-01STEVE MORGAN2014-04-11
0012012-01-01MICHAEL PEMBERTON2013-04-10
0012011-01-01MICHAEL PEMBERTON2012-03-23
0012010-01-01EARL PEMBERTON2011-05-13

Plan Statistics for LOUIS MORGAN DRUG 1 401(K) P/S PLAN

401k plan membership statisitcs for LOUIS MORGAN DRUG 1 401(K) P/S PLAN

Measure Date Value
2025: LOUIS MORGAN DRUG 1 401(K) P/S PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-2516
Total number of particpants at end of year2025-09-2518
Number of Participants With Account Balances2025-09-259
2024: LOUIS MORGAN DRUG 1 401(K) P/S PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-0419
Total number of particpants at end of year2024-09-0416
Number of Participants With Account Balances2024-09-049
2022: LOUIS MORGAN DRUG 1 401(K) P/S PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-1820
Total number of particpants at end of year2022-08-1820
Number of Participants With Account Balances2022-08-1812

Financial Data on LOUIS MORGAN DRUG 1 401(K) P/S PLAN

Measure Date Value
2025 : LOUIS MORGAN DRUG 1 401(K) P/S PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-250
Total expenses incurred by plan in this plan year2025-09-255126
Net assets as of the end of the plan year2025-09-251579416
Total assets as of the beginning of the plan year2025-09-251358574
Value of plan covered by a fidelity bond2025-09-25250000
Participant contributions to plan in this plan year2025-09-2581610
Other income to plan in this plan year2025-09-25129027
Plan net income in this plan year2025-09-25220842
Net assets as of the end of the plan year2025-09-251579416
Net assets as of the beginning of the plan year2025-09-251358574
Employer contributions to plan in this plan year2025-09-2515331
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-255126
2024 : LOUIS MORGAN DRUG 1 401(K) P/S PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-040
Total expenses incurred by plan in this plan year2024-09-0466966
Net assets as of the end of the plan year2024-09-041358574
Total assets as of the beginning of the plan year2024-09-041169403
Value of plan covered by a fidelity bond2024-09-04250000
Participant contributions to plan in this plan year2024-09-0480955
Other income to plan in this plan year2024-09-04157031
Plan net income in this plan year2024-09-04189171
Net assets as of the end of the plan year2024-09-041358574
Net assets as of the beginning of the plan year2024-09-041169403
Employer contributions to plan in this plan year2024-09-0418151
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-045416
2022 : LOUIS MORGAN DRUG 1 401(K) P/S PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-08-180
Total liabilities as of the beginning of the plan year2022-08-180
Total expenses incurred by plan in this plan year2022-08-183418
Net assets as of the end of the plan year2022-08-181359445
Total assets as of the beginning of the plan year2022-08-181132585
Value of plan covered by a fidelity bond2022-08-18250000
Participant contributions to plan in this plan year2022-08-1878521
Other expenses paid from plan in this plan year2022-08-180
Other contributions to plan in this plan year2022-08-180
Other income to plan in this plan year2022-08-18130797
Plan net income in this plan year2022-08-18226860
Net assets as of the end of the plan year2022-08-181359445
Net assets as of the beginning of the plan year2022-08-181132585
Employer contributions to plan in this plan year2022-08-1820960
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-182758

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