401k Plan data: GUARDIAN PHARMACY, LLC 401(K) PLAN plan

GUARDIAN PHARMACY, LLC 401(K) PLAN 401k Plan overview

Plan Name	GUARDIAN PHARMACY, LLC 401(K) PLAN
Plan identification number	001

GUARDIAN PHARMACY, LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

GUARDIAN PHARMACY LLC has sponsored the creation of one or more 401k plans.

Company Name: GUARDIAN PHARMACY LLC

Employer identification number (EIN): 200100834

NAIC Classification: 446110
NAIC Description: Pharmacies and Drug Stores

Additional information about GUARDIAN PHARMACY LLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2013-10-03

Company Identification Number: 4468081

Legal Registered Office Address: 4295 HARRIS HILL ROAD
ERIE
BUFFALO
United States of America (USA)
14221

More information about GUARDIAN PHARMACY LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GUARDIAN PHARMACY, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID MORRIS DAVID MORRIS 2018-10-08
001 2016-01-01 HERRITA JOHNSON
001 2015-01-01 DAVID MORRIS
001 2014-01-01 DAVID MORRIS DAVID MORRIS 2015-10-13
001 2013-01-01 DAVID MORRIS DAVID MORRIS 2014-07-09
001 2012-01-01 DAVID MORRIS
001 2011-01-01 DAVID MORRIS
001 2009-01-01 DAVID MORRIS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DAVID MORRIS	DAVID MORRIS	2018-10-08
001	2016-01-01	HERRITA JOHNSON
001	2015-01-01	DAVID MORRIS
001	2014-01-01	DAVID MORRIS	DAVID MORRIS	2015-10-13
001	2013-01-01	DAVID MORRIS	DAVID MORRIS	2014-07-09
001	2012-01-01	DAVID MORRIS
001	2011-01-01	DAVID MORRIS
001	2009-01-01	DAVID MORRIS

Plan Statistics for GUARDIAN PHARMACY, LLC 401(K) PLAN

401k plan membership statisitcs for GUARDIAN PHARMACY, LLC 401(K) PLAN

Measure Date Value
2022: GUARDIAN PHARMACY, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,832
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,635
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 331
Total of all active and inactive participants 2022-01-01 2,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 2,968
Number of participants with account balances 2022-01-01 2,778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 379
2021: GUARDIAN PHARMACY, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,474
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,182
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 300
Total of all active and inactive participants 2021-01-01 2,482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 2,483
Number of participants with account balances 2021-01-01 2,308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 202
2020: GUARDIAN PHARMACY, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,287
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,216
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 242
Total of all active and inactive participants 2020-01-01 2,458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2,458
Number of participants with account balances 2020-01-01 2,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 191
2019: GUARDIAN PHARMACY, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,952
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,014
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 184
Total of all active and inactive participants 2019-01-01 2,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2,198
Number of participants with account balances 2019-01-01 2,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 130
2018: GUARDIAN PHARMACY, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,913
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,054
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 187
Total of all active and inactive participants 2018-01-01 2,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2,241
Number of participants with account balances 2018-01-01 1,963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 131
2017: GUARDIAN PHARMACY, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,559
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,627
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 230
Total of all active and inactive participants 2017-01-01 1,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,857
Number of participants with account balances 2017-01-01 1,682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 174
2016: GUARDIAN PHARMACY, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,237
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,341
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 137
Total of all active and inactive participants 2016-01-01 1,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 1,479
Number of participants with account balances 2016-01-01 1,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 105
2015: GUARDIAN PHARMACY, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,086
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,031
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 174
Total of all active and inactive participants 2015-01-01 1,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,205
Number of participants with account balances 2015-01-01 1,091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 104
2014: GUARDIAN PHARMACY, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 958
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 933
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 933
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GUARDIAN PHARMACY, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 769
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 816
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 52
Total of all active and inactive participants 2013-01-01 868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 868
Number of participants with account balances 2013-01-01 759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 75
2012: GUARDIAN PHARMACY, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 644
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 731
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 38
Total of all active and inactive participants 2012-01-01 769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 769
Number of participants with account balances 2012-01-01 681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 66
2011: GUARDIAN PHARMACY, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 432
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 623
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 21
Total of all active and inactive participants 2011-01-01 644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 644
Number of participants with account balances 2011-01-01 546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 49
2009: GUARDIAN PHARMACY, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 352
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 21
Total of all active and inactive participants 2009-01-01 373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 373
Number of participants with account balances 2009-01-01 308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 43

Measure	Date	Value
2022: GUARDIAN PHARMACY, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,832
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,635
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	331
Total of all active and inactive participants	2022-01-01	2,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	2,968
Number of participants with account balances	2022-01-01	2,778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	379
2021: GUARDIAN PHARMACY, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,474
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,182
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	300
Total of all active and inactive participants	2021-01-01	2,482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	2,483
Number of participants with account balances	2021-01-01	2,308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	202
2020: GUARDIAN PHARMACY, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,287
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,216
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	242
Total of all active and inactive participants	2020-01-01	2,458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2,458
Number of participants with account balances	2020-01-01	2,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	191
2019: GUARDIAN PHARMACY, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,952
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,014
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	184
Total of all active and inactive participants	2019-01-01	2,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2,198
Number of participants with account balances	2019-01-01	2,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	130
2018: GUARDIAN PHARMACY, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,913
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,054
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	187
Total of all active and inactive participants	2018-01-01	2,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2,241
Number of participants with account balances	2018-01-01	1,963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	131
2017: GUARDIAN PHARMACY, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,559
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,627
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	230
Total of all active and inactive participants	2017-01-01	1,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,857
Number of participants with account balances	2017-01-01	1,682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	174
2016: GUARDIAN PHARMACY, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,237
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,341
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	137
Total of all active and inactive participants	2016-01-01	1,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	1,479
Number of participants with account balances	2016-01-01	1,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	105
2015: GUARDIAN PHARMACY, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,086
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,031
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	174
Total of all active and inactive participants	2015-01-01	1,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,205
Number of participants with account balances	2015-01-01	1,091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	104
2014: GUARDIAN PHARMACY, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	958
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	933
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	933
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GUARDIAN PHARMACY, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	769
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	816
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	52
Total of all active and inactive participants	2013-01-01	868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	868
Number of participants with account balances	2013-01-01	759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	75
2012: GUARDIAN PHARMACY, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	644
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	731
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	38
Total of all active and inactive participants	2012-01-01	769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	769
Number of participants with account balances	2012-01-01	681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	66
2011: GUARDIAN PHARMACY, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	432
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	623
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	21
Total of all active and inactive participants	2011-01-01	644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	644
Number of participants with account balances	2011-01-01	546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	49
2009: GUARDIAN PHARMACY, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	352
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	21
Total of all active and inactive participants	2009-01-01	373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	373
Number of participants with account balances	2009-01-01	308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	43

Financial Data on GUARDIAN PHARMACY, LLC 401(K) PLAN

Measure	Date	Value
2022 : GUARDIAN PHARMACY, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,460,403
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$7,427,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$7,259,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$15,389,117
Value of total assets at end of year	2022-12-31	$91,233,192
Value of total assets at beginning of year	2022-12-31	$100,121,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$168,385
Total interest from all sources	2022-12-31	$97,756
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,689,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,689,245
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$9,813,636
Participant contributions at end of year	2022-12-31	$1,965,496
Participant contributions at beginning of year	2022-12-31	$1,657,708
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,570,569
Other income not declared elsewhere	2022-12-31	$1,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-8,887,888
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$91,233,192
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$100,121,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$81,985
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$89,267,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$98,463,372
Interest on participant loans	2022-12-31	$97,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-18,637,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$4,004,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$7,259,100
Contract administrator fees	2022-12-31	$86,400
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WARREN AVERETT LLP
Accountancy firm EIN	2022-12-31	454084437
2021 : GUARDIAN PHARMACY, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$25,669,648
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$6,630,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$6,426,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$13,526,637
Value of total assets at end of year	2021-12-31	$100,121,080
Value of total assets at beginning of year	2021-12-31	$81,081,983
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$203,714
Total interest from all sources	2021-12-31	$86,103
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,415,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,415,366
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$8,280,468
Participant contributions at end of year	2021-12-31	$1,657,708
Participant contributions at beginning of year	2021-12-31	$1,514,728
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,872,546
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$287
Other income not declared elsewhere	2021-12-31	$3,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$19,039,097
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$100,121,080
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$81,081,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$112,217
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$98,463,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$79,567,255
Interest on participant loans	2021-12-31	$86,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$10,638,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$3,373,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$6,426,550
Contract administrator fees	2021-12-31	$91,497
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WARREN AVERETT LLC
Accountancy firm EIN	2021-12-31	454084437
2020 : GUARDIAN PHARMACY, LLC 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$23,824,134
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,675,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,468,634
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,261
Value of total corrective distributions	2020-12-31	$4,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$12,862,449
Value of total assets at end of year	2020-12-31	$81,081,983
Value of total assets at beginning of year	2020-12-31	$60,933,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$200,547
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$89,886
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,084,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,084,023
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$7,556,665
Participant contributions at end of year	2020-12-31	$1,514,728
Participant contributions at beginning of year	2020-12-31	$1,279,313
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,095,139
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$1,067
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$20,148,388
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$81,081,983
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$60,933,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$129,201
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$79,567,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$59,654,282
Interest on participant loans	2020-12-31	$89,886
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$9,786,709
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,210,645
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,468,634
Contract administrator fees	2020-12-31	$71,346
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WARREN AVERETT
Accountancy firm EIN	2020-12-31	454084437
2019 : GUARDIAN PHARMACY, LLC 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$21,619,524
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,232,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,079,640
Expenses. Certain deemed distributions of participant loans	2019-12-31	$21,765
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$10,961,310
Value of total assets at end of year	2019-12-31	$60,933,595
Value of total assets at beginning of year	2019-12-31	$41,546,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$131,517
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$82,510
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,161,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,161,408
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$6,966,439
Participant contributions at end of year	2019-12-31	$1,279,313
Participant contributions at beginning of year	2019-12-31	$1,252,050
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,147,558
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$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	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$19,386,602
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$60,933,595
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$41,546,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$59,654,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$40,294,943
Interest on participant loans	2019-12-31	$82,510
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,414,296
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,847,313
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,079,640
Contract administrator fees	2019-12-31	$131,517
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WARREN AVERETT LLC
Accountancy firm EIN	2019-12-31	454084437
2018 : GUARDIAN PHARMACY, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$108,051
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$6,840,417
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,884,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,752,819
Expenses. Certain deemed distributions of participant loans	2018-12-31	$30,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$9,968,088
Value of total assets at end of year	2018-12-31	$41,546,993
Value of total assets at beginning of year	2018-12-31	$36,482,791
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$101,358
Total interest from all sources	2018-12-31	$58,384
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,878,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,878,460
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$5,672,271
Participant contributions at end of year	2018-12-31	$1,252,050
Participant contributions at beginning of year	2018-12-31	$909,303
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,870,586
Other income not declared elsewhere	2018-12-31	$940
Administrative expenses (other) incurred	2018-12-31	$101,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$4,956,151
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$41,546,993
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$36,482,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$40,294,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$35,573,488
Interest on participant loans	2018-12-31	$58,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-5,065,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,425,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,752,819
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WARREN AVERETT
Accountancy firm EIN	2018-12-31	454084437
2017 : GUARDIAN PHARMACY, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$12,566,523
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,787,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,691,900
Expenses. Certain deemed distributions of participant loans	2017-12-31	$975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$7,355,897
Value of total assets at end of year	2017-12-31	$36,482,791
Value of total assets at beginning of year	2017-12-31	$25,703,455
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$94,312
Total interest from all sources	2017-12-31	$30,921
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,282,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,282,861
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$4,627,173
Participant contributions at end of year	2017-12-31	$909,303
Participant contributions at beginning of year	2017-12-31	$592,634
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$670,508
Other income not declared elsewhere	2017-12-31	$3,585
Administrative expenses (other) incurred	2017-12-31	$94,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$10,779,336
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$36,482,791
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$25,703,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$35,573,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$25,110,821
Interest on participant loans	2017-12-31	$30,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,893,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,058,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,691,900
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WARREN AVERETT
Accountancy firm EIN	2017-12-31	454084437
2016 : GUARDIAN PHARMACY, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$7,320,949
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,162,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,045,099
Expenses. Certain deemed distributions of participant loans	2016-12-31	$13,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,551,972
Value of total assets at end of year	2016-12-31	$25,703,455
Value of total assets at beginning of year	2016-12-31	$19,544,667
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$103,433
Total interest from all sources	2016-12-31	$24,359
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$646,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$646,125
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,407,963
Participant contributions at end of year	2016-12-31	$592,634
Participant contributions at beginning of year	2016-12-31	$417,523
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$628,942
Other income not declared elsewhere	2016-12-31	$34,482
Administrative expenses (other) incurred	2016-12-31	$103,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$6,158,788
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$25,703,455
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,544,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$25,110,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$19,127,144
Interest on participant loans	2016-12-31	$24,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,064,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,515,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,045,099
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WARREN AVERETT
Accountancy firm EIN	2016-12-31	454084437
2015 : GUARDIAN PHARMACY, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$4,485,090
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,436,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,375,559
Expenses. Certain deemed distributions of participant loans	2015-12-31	$1,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,720,617
Value of total assets at end of year	2015-12-31	$19,544,667
Value of total assets at beginning of year	2015-12-31	$16,496,049
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$58,914
Total interest from all sources	2015-12-31	$22,525
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$725,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$725,154
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,771,696
Participant contributions at end of year	2015-12-31	$417,523
Participant contributions at beginning of year	2015-12-31	$445,291
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$670,166
Administrative expenses (other) incurred	2015-12-31	$58,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,048,618
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,544,667
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,496,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$19,127,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$16,050,758
Interest on participant loans	2015-12-31	$22,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-983,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,278,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,375,559
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WARREN AVERETT
Accountancy firm EIN	2015-12-31	454084437
2014 : GUARDIAN PHARMACY, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	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	$4,201,005
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,041,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,010,830
Expenses. Certain deemed distributions of participant loans	2014-12-31	$6,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,373,074
Value of total assets at end of year	2014-12-31	$16,496,049
Value of total assets at beginning of year	2014-12-31	$13,336,267
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$23,936
Total interest from all sources	2014-12-31	$19,308
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$568,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$568,211
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	$2,349,862
Participant contributions at end of year	2014-12-31	$445,291
Participant contributions at beginning of year	2014-12-31	$380,590
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$10,030
Other income not declared elsewhere	2014-12-31	$12,081
Administrative expenses (other) incurred	2014-12-31	$23,936
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	$3,159,782
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$16,496,049
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$13,336,267
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	$16,050,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,955,677
Interest on participant loans	2014-12-31	$19,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$228,331
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	$1,013,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,010,830
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	BABUSH, NEIMAN KORNMAN & JOHNSON
Accountancy firm EIN	2014-12-31	580942047
2013 : GUARDIAN PHARMACY, LLC 401(K) PLAN 2013 401k financial data
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	$5,290,094
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$712,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$696,811
Expenses. Certain deemed distributions of participant loans	2013-12-31	$388
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,211,956
Value of total assets at end of year	2013-12-31	$13,336,267
Value of total assets at beginning of year	2013-12-31	$8,758,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$14,816
Total interest from all sources	2013-12-31	$11,123
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$588,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$588,052
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	$2,113,733
Participant contributions at end of year	2013-12-31	$380,590
Participant contributions at beginning of year	2013-12-31	$192,941
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$173,748
Other income not declared elsewhere	2013-12-31	$770
Administrative expenses (other) incurred	2013-12-31	$14,816
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	$4,578,079
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$13,336,267
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,758,188
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	$12,955,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,565,247
Interest on participant loans	2013-12-31	$11,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,478,193
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	$924,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$696,811
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	BABUSH, NEIMAN KORNMAN & JOHNSON
Accountancy firm EIN	2013-12-31	580942047
2012 : GUARDIAN PHARMACY, LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$3,469,388
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$355,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$344,756
Value of total corrective distributions	2012-12-31	$340
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,624,606
Value of total assets at end of year	2012-12-31	$8,758,188
Value of total assets at beginning of year	2012-12-31	$5,643,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$10,053
Total interest from all sources	2012-12-31	$5,737
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$247,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$247,757
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	$1,699,315
Participant contributions at end of year	2012-12-31	$192,941
Participant contributions at beginning of year	2012-12-31	$83,410
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$151,682
Other income not declared elsewhere	2012-12-31	$46
Administrative expenses (other) incurred	2012-12-31	$10,053
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	$3,114,239
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,758,188
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,643,949
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	$8,565,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,560,539
Interest on participant loans	2012-12-31	$5,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$591,242
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	$773,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$344,756
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	BABUSH, NEIMAN KORNMAN & JOHNSON
Accountancy firm EIN	2012-12-31	580942047
2011 : GUARDIAN PHARMACY, LLC 401(K) PLAN 2011 401k financial data
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	$2,722,760
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$526,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$480,614
Value of total corrective distributions	2011-12-31	$38,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,874,345
Value of total assets at end of year	2011-12-31	$5,643,949
Value of total assets at beginning of year	2011-12-31	$3,448,062
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$7,825
Total interest from all sources	2011-12-31	$2,706
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$148,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$148,177
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$345,000
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	$1,156,973
Participant contributions at end of year	2011-12-31	$83,410
Participant contributions at beginning of year	2011-12-31	$56,898
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,446,156
Other income not declared elsewhere	2011-12-31	$13
Administrative expenses (other) incurred	2011-12-31	$7,825
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	$2,195,887
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,643,949
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,448,062
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	$5,560,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,753,585
Interest on participant loans	2011-12-31	$2,706
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,361,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$276,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$276,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-309,527
Net investment gain or loss from common/collective trusts	2011-12-31	$7,046
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	$271,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$480,614
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	BABUSH, NEIMAN KORNMAN & JOHNSON
Accountancy firm EIN	2011-12-31	580942047
2010 : GUARDIAN PHARMACY, LLC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,494,001
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$299,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$215,266
Value of total corrective distributions	2010-12-31	$77,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,103,171
Value of total assets at end of year	2010-12-31	$3,448,062
Value of total assets at beginning of year	2010-12-31	$2,253,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$5,851
Total interest from all sources	2010-12-31	$2,044
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$33,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$33,324
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$226,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$841,024
Participant contributions at end of year	2010-12-31	$56,898
Participant contributions at beginning of year	2010-12-31	$27,618
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$60,089
Administrative expenses (other) incurred	2010-12-31	$5,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,194,927
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,448,062
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,253,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,753,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,226,720
Interest on participant loans	2010-12-31	$2,044
Value of interest in common/collective trusts at end of year	2010-12-31	$1,361,526
Value of interest in common/collective trusts at beginning of year	2010-12-31	$827,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$276,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$171,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$171,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$209,538
Net investment gain or loss from common/collective trusts	2010-12-31	$145,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$202,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$215,266
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BABUSH, NEIMAN KORNMAN & JOHNSON
Accountancy firm EIN	2010-12-31	580942047
2009 : GUARDIAN PHARMACY, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for GUARDIAN PHARMACY, LLC 401(K) PLAN

2022: GUARDIAN PHARMACY, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GUARDIAN PHARMACY, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GUARDIAN PHARMACY, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GUARDIAN PHARMACY, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GUARDIAN PHARMACY, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GUARDIAN PHARMACY, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GUARDIAN PHARMACY, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GUARDIAN PHARMACY, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GUARDIAN PHARMACY, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GUARDIAN PHARMACY, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GUARDIAN PHARMACY, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GUARDIAN PHARMACY, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: GUARDIAN PHARMACY, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GUARDIAN PHARMACY LLC
Employer identification number (EIN):	200100834
NAIC Classification:	446110
NAIC Description:	Pharmacies and Drug Stores

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2013-10-03
Company Identification Number:	4468081
Legal Registered Office Address:	4295 HARRIS HILL ROAD ERIE BUFFALO United States of America (USA) 14221