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ALLEN & BAUM PHARMACY SERVICES 401(K) PLAN 401k Plan overview

Plan NameALLEN & BAUM PHARMACY SERVICES 401(K) PLAN
Plan identification number 001

ALLEN & BAUM PHARMACY SERVICES 401(K) 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.
  • 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

ALLEN & BAUM PHARMACY SERVICES has sponsored the creation of one or more 401k plans.

Company Name:ALLEN & BAUM PHARMACY SERVICES
Employer identification number (EIN):883134995
NAIC Classification:446110
NAIC Description:Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEN & BAUM PHARMACY SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TIFFANY BAUM2024-07-12
0012022-01-01TIFFANY BAUM2023-06-14 DELAYNE DUNHAM2023-05-16

Plan Statistics for ALLEN & BAUM PHARMACY SERVICES 401(K) PLAN

401k plan membership statisitcs for ALLEN & BAUM PHARMACY SERVICES 401(K) PLAN

Measure Date Value
2025: ALLEN & BAUM PHARMACY SERVICES 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-0526
Total number of particpants at end of year2025-06-0527
Number of Participants With Account Balances2025-06-0510
2024: ALLEN & BAUM PHARMACY SERVICES 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1226
Total number of particpants at end of year2024-07-1226
Number of Participants With Account Balances2024-07-127

Financial Data on ALLEN & BAUM PHARMACY SERVICES 401(K) PLAN

Measure Date Value
2025 : ALLEN & BAUM PHARMACY SERVICES 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-0525000
Net assets as of the end of the plan year2025-06-05989936
Total assets as of the beginning of the plan year2025-06-05787852
Value of plan covered by a fidelity bond2025-06-0550000
Participant contributions to plan in this plan year2025-06-0538903
Value of participant loans at end of plan year2025-06-052781
Other contributions to plan in this plan year2025-06-0564418
Other income to plan in this plan year2025-06-05113312
Plan net income in this plan year2025-06-05202084
Net assets as of the end of the plan year2025-06-05989936
Net assets as of the beginning of the plan year2025-06-05787852
Employer contributions to plan in this plan year2025-06-0510451
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-05170
2024 : ALLEN & BAUM PHARMACY SERVICES 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1232971
Net assets as of the end of the plan year2024-07-12787852
Total assets as of the beginning of the plan year2024-07-12746382
Value of plan covered by a fidelity bond2024-07-1250000
Participant contributions to plan in this plan year2024-07-120
Value of participant loans at end of plan year2024-07-122781
Other income to plan in this plan year2024-07-1274441
Plan net income in this plan year2024-07-1241470
Net assets as of the end of the plan year2024-07-12787852
Net assets as of the beginning of the plan year2024-07-12746382
Employer contributions to plan in this plan year2024-07-120
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-12205

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