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BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN 401k Plan overview

Plan NameBARTLEY'S DISCOUNT PHARMACY 401(K) PLAN
Plan identification number 001

BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BARTLEY'S DISCOUNT PHARMACY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BARTLEY'S DISCOUNT PHARMACY, INC.
Employer identification number (EIN):311181437
NAIC Classification:446110
NAIC Description:Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01THOMAS BARTLEY THOMAS BARTLEY2014-10-06
0012012-01-01THOMAS BARTLEY THOMAS BARTLEY2013-09-25
0012011-01-01THOMAS BARTLEY THOMAS BARTLEY2012-06-12
0012009-01-01THOMAS BARTLEY THOMAS BARTLEY2010-08-31
0012009-01-01THOMAS BARTLEY THOMAS BARTLEY2010-09-01

Plan Statistics for BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN

401k plan membership statisitcs for BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN

Measure Date Value
2013: BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0118
Total participants2013-01-0118
Number of participants with account balances2013-01-0118
2012: BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0118
Total participants2012-01-0118
Number of participants with account balances2012-01-0118
2011: BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0116
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0117
Total participants2011-01-0117
Number of participants with account balances2011-01-0117
2009: BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0117
Number of participants with account balances2009-01-0117

Financial Data on BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN

Measure Date Value
2013 : BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$155,603
Expenses. Total of all expenses incurred2013-12-31$494
Total plan assets at end of year2013-12-31$746,353
Total plan assets at beginning of year2013-12-31$591,244
Total contributions received or receivable from participants2013-12-31$37,075
Other income received2013-12-31$105,456
Net income (gross income less expenses)2013-12-31$155,109
Net plan assets at end of year (total assets less liabilities)2013-12-31$746,353
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$591,244
Total contributions received or receivable from employer(s)2013-12-31$13,072
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$494
2012 : BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$109,866
Expenses. Total of all expenses incurred2012-12-31$7,084
Benefits paid (including direct rollovers)2012-12-31$6,575
Total plan assets at end of year2012-12-31$591,244
Total plan assets at beginning of year2012-12-31$488,462
Total contributions received or receivable from participants2012-12-31$38,199
Other income received2012-12-31$55,492
Net income (gross income less expenses)2012-12-31$102,782
Net plan assets at end of year (total assets less liabilities)2012-12-31$591,244
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$488,462
Total contributions received or receivable from employer(s)2012-12-31$16,175
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$509
2011 : BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$27,674
Expenses. Total of all expenses incurred2011-12-31$12,404
Benefits paid (including direct rollovers)2011-12-31$11,916
Total plan assets at end of year2011-12-31$488,462
Total plan assets at beginning of year2011-12-31$473,192
Total contributions received or receivable from participants2011-12-31$35,610
Other income received2011-12-31$-23,711
Net income (gross income less expenses)2011-12-31$15,270
Net plan assets at end of year (total assets less liabilities)2011-12-31$488,462
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$473,192
Total contributions received or receivable from employer(s)2011-12-31$15,775
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$488
2010 : BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$101,584
Expenses. Total of all expenses incurred2010-12-31$6,604
Benefits paid (including direct rollovers)2010-12-31$6,104
Total plan assets at end of year2010-12-31$473,192
Total plan assets at beginning of year2010-12-31$378,212
Total contributions received or receivable from participants2010-12-31$33,600
Other income received2010-12-31$51,550
Net income (gross income less expenses)2010-12-31$94,980
Net plan assets at end of year (total assets less liabilities)2010-12-31$473,192
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$378,212
Total contributions received or receivable from employer(s)2010-12-31$16,434
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$500

Form 5500 Responses for BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN

2013: BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BARTLEY'S DISCOUNT PHARMACY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number934520
Policy instance 1
Insurance contract or identification number934520
Number of Individuals Covered18
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,180
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $581
Insurance broker nameCAMBRIDGE INV. RESEARCH
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number934520
Policy instance 1
Insurance contract or identification number934520
Number of Individuals Covered18
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,672
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,672
Insurance broker nameCAMBRIDGE INV. RESEARCH
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number934520
Policy instance 1
Insurance contract or identification number934520
Number of Individuals Covered11
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,918
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number934520
Policy instance 1
Insurance contract or identification number934520
Number of Individuals Covered10
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,879
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,879
Insurance broker nameTHOMAS JOHN WALSH

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