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PERFORMIX SPECIALTY PHARMACY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePERFORMIX SPECIALTY PHARMACY 401(K) PROFIT SHARING PLAN
Plan identification number 001

PERFORMIX SPECIALTY PHARMACY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

PERFORMIX SPECIALTY PHARMACY has sponsored the creation of one or more 401k plans.

Company Name:PERFORMIX SPECIALTY PHARMACY
Employer identification number (EIN):465655658
NAIC Classification:446110
NAIC Description:Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMIX SPECIALTY PHARMACY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01KIMBERLY ST. PIERRE2024-07-31
0012023-01-01KIM ST. PIERRE2024-07-19
0012022-01-01KIM ST. PIERRE2023-07-24
0012021-01-01KIM ST. PIERRE2022-07-25
0012020-01-01KIM ST. PIERRE2021-07-02
0012019-01-01KIM ST. PIERRE2020-07-14
0012018-01-01KIM ST. PIERRE2019-07-10
0012017-01-01KIM ST. PIERRE2018-07-24

Financial Data on PERFORMIX SPECIALTY PHARMACY 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : PERFORMIX SPECIALTY PHARMACY 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-31286724
Net assets as of the end of the plan year2024-07-310
Total assets as of the beginning of the plan year2024-07-31274654
Value of plan covered by a fidelity bond2024-07-31250000
Other expenses paid from plan in this plan year2024-07-311087
Other income to plan in this plan year2024-07-3112070
Plan net income in this plan year2024-07-31-274654
Net assets as of the end of the plan year2024-07-310
Net assets as of the beginning of the plan year2024-07-31274654
Fees paid to broker by Benefit Provider2024-07-31473
Total transfers to/from plan in this plan year2024-07-190
Total liabilities as of the beginning of the plan year2024-07-190
Total expenses incurred by plan in this plan year2024-07-1951209
Net assets as of the end of the plan year2024-07-19274654
Total assets as of the beginning of the plan year2024-07-19147412
Value of plan covered by a fidelity bond2024-07-19250000
Participant contributions to plan in this plan year2024-07-1922183
Other expenses paid from plan in this plan year2024-07-192951
Other contributions to plan in this plan year2024-07-19100000
Other income to plan in this plan year2024-07-1936262
Plan net income in this plan year2024-07-19127242
Net assets as of the end of the plan year2024-07-19274654
Net assets as of the beginning of the plan year2024-07-19147412
Employer contributions to plan in this plan year2024-07-1920006
Fees paid to broker by Benefit Provider2024-07-19547
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-190
2022 : PERFORMIX SPECIALTY PHARMACY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-250
Total liabilities as of the end of the plan year2022-07-250
Total liabilities as of the beginning of the plan year2022-07-250
Total expenses incurred by plan in this plan year2022-07-25487308
Net assets as of the end of the plan year2022-07-25166320
Total assets as of the beginning of the plan year2022-07-25585375
Value of plan covered by a fidelity bond2022-07-25250000
Participant contributions to plan in this plan year2022-07-253280
Value of participant loans at end of plan year2022-07-2514
Other expenses paid from plan in this plan year2022-07-254535
Other contributions to plan in this plan year2022-07-250
Other income to plan in this plan year2022-07-2564973
Plan net income in this plan year2022-07-25-419055
Net assets as of the end of the plan year2022-07-25166320
Net assets as of the beginning of the plan year2022-07-25585375
Employer contributions to plan in this plan year2022-07-250
Fees paid to broker by Benefit Provider2022-07-25929
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-250

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