401k Plan data: MEDLEY PHARMACY, INC. 401(K) PLAN plan

MEDLEY PHARMACY, INC. 401(K) PLAN 401k Plan overview

Plan Name	MEDLEY PHARMACY, INC. 401(K) PLAN
Plan identification number	001

MEDLEY PHARMACY, INC. 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.
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

MEDLEY PHARMACY, INC. has sponsored the creation of one or more 401k plans.

Company Name: MEDLEY PHARMACY, INC.

Employer identification number (EIN): 431236515

NAIC Classification: 446110
NAIC Description: Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDLEY PHARMACY, INC. 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 JARI DAWSON 2023-07-05
001 2021-01-01 JARI DAWSON 2022-04-14
001 2020-01-01 JARI DAWSON 2021-07-20
001 2019-01-01 JARI DAWSON 2020-02-24
001 2018-01-01 JARI DAWSON 2019-05-10
001 2017-01-01 AMY MITCHELL 2018-07-19
001 2016-01-01 AMY MITCHELL 2017-05-16
001 2015-01-01 AMY MITCHELL 2016-06-15
001 2013-01-01 DARLENE JUSTUS 2014-04-04
001 2012-01-01 DARLENE JUSTUS 2013-03-14
001 2011-01-01 DARLENE JUSTUS 2012-03-02
001 2010-01-01 DARLENE JUSTUS 2011-05-16 DARLENE JUSTUS 2011-05-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JARI DAWSON	2023-07-05
001	2021-01-01	JARI DAWSON	2022-04-14
001	2020-01-01	JARI DAWSON	2021-07-20
001	2019-01-01	JARI DAWSON	2020-02-24
001	2018-01-01	JARI DAWSON	2019-05-10
001	2017-01-01	AMY MITCHELL	2018-07-19
001	2016-01-01	AMY MITCHELL	2017-05-16
001	2015-01-01	AMY MITCHELL	2016-06-15
001	2013-01-01	DARLENE JUSTUS	2014-04-04
001	2012-01-01	DARLENE JUSTUS	2013-03-14
001	2011-01-01	DARLENE JUSTUS	2012-03-02
001	2010-01-01	DARLENE JUSTUS	2011-05-16	DARLENE JUSTUS	2011-05-16

Plan Statistics for MEDLEY PHARMACY, INC. 401(K) PLAN

401k plan membership statisitcs for MEDLEY PHARMACY, INC. 401(K) PLAN

Measure Date Value
2025: MEDLEY PHARMACY, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-09 95
Total number of particpants at end of year 2025-09-09 0
Number of Participants With Account Balances 2025-09-09 0
2022: MEDLEY PHARMACY, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-04-14 112
Total number of particpants at end of year 2022-04-14 106
Number of Participants With Account Balances 2022-04-14 93

Measure	Date	Value
2025: MEDLEY PHARMACY, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-09	95
Total number of particpants at end of year	2025-09-09	0
Number of Participants With Account Balances	2025-09-09	0
2022: MEDLEY PHARMACY, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-04-14	112
Total number of particpants at end of year	2022-04-14	106
Number of Participants With Account Balances	2022-04-14	93

Financial Data on MEDLEY PHARMACY, INC. 401(K) PLAN

Measure	Date	Value
2025 : MEDLEY PHARMACY, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-09	-4467127
Total expenses incurred by plan in this plan year	2025-09-09	2460648
Net assets as of the end of the plan year	2025-09-09	0
Total assets as of the beginning of the plan year	2025-09-09	5639092
Value of plan covered by a fidelity bond	2025-09-09	500000
Participant contributions to plan in this plan year	2025-09-09	2522108
Other contributions to plan in this plan year	2025-09-09	182033
Other income to plan in this plan year	2025-09-09	-2740695
Plan net income in this plan year	2025-09-09	-1171965
Net assets as of the end of the plan year	2025-09-09	0
Net assets as of the beginning of the plan year	2025-09-09	5639092
Employer contributions to plan in this plan year	2025-09-09	1325237
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-09	222434
2022 : MEDLEY PHARMACY, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-04-14	542629
Net assets as of the end of the plan year	2022-04-14	7607792
Total assets as of the beginning of the plan year	2022-04-14	6531105
Value of plan covered by a fidelity bond	2022-04-14	500000
Participant contributions to plan in this plan year	2022-04-14	358749
Value of participant loans at end of plan year	2022-04-14	109434
Other income to plan in this plan year	2022-04-14	1071561
Plan net income in this plan year	2022-04-14	1076687
Net assets as of the end of the plan year	2022-04-14	7607792
Net assets as of the beginning of the plan year	2022-04-14	6531105
Employer contributions to plan in this plan year	2022-04-14	189006
Expensese paid to adminstrative service provicers from plan in this plan year	2022-04-14	36624

Potentially related plans

MEDLEY PHARMACY, INC. 401(K) PLAN [EIN = 431849151]

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Company Name:	MEDLEY PHARMACY, INC.
Employer identification number (EIN):	431236515
NAIC Classification:	446110
NAIC Description:	Pharmacies and Drug Stores