?>
Logo

INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 401k Plan overview

Plan NameINSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN
Plan identification number 001

INSTITUTIONAL PHARMACY SOLUTIONS, LLC 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

INSTITUTIONAL PHARMACY SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTIONAL PHARMACY SOLUTIONS, LLC
Employer identification number (EIN):841626831
NAIC Classification:446110
NAIC Description:Pharmacies and Drug Stores

Additional information about INSTITUTIONAL PHARMACY SOLUTIONS, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-11-28
Company Identification Number: 0801513100
Legal Registered Office Address: 3480 EASTERN BLVD

MONTGOMERY
United States of America (USA)
36116

More information about INSTITUTIONAL PHARMACY SOLUTIONS, LLC

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01KRYSTAL MIMS
0012017-01-01
0012017-01-01
0012016-01-01
0012016-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012015-01-01
0012014-01-01DANIEL MIMS
0012014-01-01
0012013-01-01DANIEL MIMS2014-10-10
0012012-01-01DANIEL MIMS2013-10-15
0012011-01-01KRYSTAL MIMS2012-10-09
0012010-01-01KRYSTAL MIMS2011-10-04

Plan Statistics for INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN

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

Measure Date Value
2022: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01118
Total number of active participants reported on line 7a of the Form 55002022-01-0184
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01104
Number of participants with account balances2022-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01100
Total number of active participants reported on line 7a of the Form 55002021-01-01122
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01122
Number of participants with account balances2021-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01196
Total number of active participants reported on line 7a of the Form 55002020-01-01101
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01117
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01177
Total number of active participants reported on line 7a of the Form 55002019-01-0190
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-0186
Total of all active and inactive participants2019-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01195
Number of participants with account balances2019-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01185
Total number of active participants reported on line 7a of the Form 55002018-01-01109
Number of retired or separated participants receiving benefits2018-01-0130
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01183
Number of participants with account balances2018-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01169
Total number of active participants reported on line 7a of the Form 55002017-01-01110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0168
Total of all active and inactive participants2017-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01178
Number of participants with account balances2017-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01182
Total number of active participants reported on line 7a of the Form 55002016-01-01129
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-0149
Total of all active and inactive participants2016-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01184
Number of participants with account balances2016-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01185
Total number of active participants reported on line 7a of the Form 55002015-01-01135
Number of retired or separated participants receiving benefits2015-01-0116
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01185
Number of participants with account balances2015-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01150
Total number of active participants reported on line 7a of the Form 55002014-01-01154
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01179
Number of participants with account balances2014-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01108

Financial Data on INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN

Measure Date Value
2022 : INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-198,111
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$358,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$319,968
Expenses. Certain deemed distributions of participant loans2022-12-31$12,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$199,848
Value of total assets at end of year2022-12-31$1,457,031
Value of total assets at beginning of year2022-12-31$2,013,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,206
Total interest from all sources2022-12-31$1,635
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$201,353
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$199,848
Participant contributions at end of year2022-12-31$18,743
Participant contributions at beginning of year2022-12-31$54,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-556,495
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,457,031
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,013,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$26,206
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,128
Value of interest in pooled separate accounts at end of year2022-12-31$1,438,288
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,861,957
Interest on participant loans2022-12-31$1,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$77,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-274
Net investment gain/loss from pooled separate accounts2022-12-31$-399,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$319,968
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31THE HIGHLANDS ACCOUNTING GROUP
Accountancy firm EIN2022-12-31863217974
2021 : INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$468,181
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$568,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$531,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$213,850
Value of total assets at end of year2021-12-31$2,013,526
Value of total assets at beginning of year2021-12-31$2,114,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,261
Total interest from all sources2021-12-31$3,928
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$211,428
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$213,850
Participant contributions at end of year2021-12-31$54,774
Participant contributions at beginning of year2021-12-31$80,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-100,752
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,013,526
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,114,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,226
Value of interest in pooled separate accounts at end of year2021-12-31$1,861,957
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,829,505
Interest on participant loans2021-12-31$3,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$77,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$184,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2
Net investment gain/loss from pooled separate accounts2021-12-31$250,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$531,672
Contract administrator fees2021-12-31$37,261
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31THE HIGHLANDS ACCOUNTING GROUP
Accountancy firm EIN2021-12-31863217974
2020 : INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$600,212
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$533,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$488,191
Expenses. Certain deemed distributions of participant loans2020-12-31$16,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$231,005
Value of total assets at end of year2020-12-31$2,114,278
Value of total assets at beginning of year2020-12-31$2,047,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,538
Total interest from all sources2020-12-31$5,282
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$223,936
Participant contributions at end of year2020-12-31$80,896
Participant contributions at beginning of year2020-12-31$123,092
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,653
Other income not declared elsewhere2020-12-31$12,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$66,628
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,114,278
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,047,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,324
Value of interest in pooled separate accounts at end of year2020-12-31$1,829,505
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,728,790
Interest on participant loans2020-12-31$5,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$184,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$176,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3
Net investment gain/loss from pooled separate accounts2020-12-31$351,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$488,191
Contract administrator fees2020-12-31$28,538
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THE HIGHLANDS ACCOUNTING GROUP
Accountancy firm EIN2020-12-31863217974
2019 : INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,729
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,729
Total unrealized appreciation/depreciation of assets2019-12-31$3,729
Total unrealized appreciation/depreciation of assets2019-12-31$3,729
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)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
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$645,093
Total income from all sources (including contributions)2019-12-31$645,093
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$509,877
Total of all expenses incurred2019-12-31$509,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$492,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$492,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$249,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$249,053
Value of total assets at end of year2019-12-31$2,047,650
Value of total assets at end of year2019-12-31$2,047,650
Value of total assets at beginning of year2019-12-31$1,912,434
Value of total assets at beginning of year2019-12-31$1,912,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,101
Total interest from all sources2019-12-31$3,304
Total interest from all sources2019-12-31$3,304
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$22
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$22
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$22
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$22
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$232,053
Contributions received from participants2019-12-31$232,053
Participant contributions at end of year2019-12-31$123,092
Participant contributions at end of year2019-12-31$123,092
Participant contributions at beginning of year2019-12-31$81,304
Participant contributions at beginning of year2019-12-31$81,304
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$21,767
Participant contributions at beginning of year2019-12-31$21,767
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$135,216
Value of net income/loss2019-12-31$135,216
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,047,650
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,047,650
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,912,434
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,912,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$280
Investment advisory and management fees2019-12-31$280
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,324
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,581
Value of interest in pooled separate accounts at end of year2019-12-31$1,728,790
Value of interest in pooled separate accounts at end of year2019-12-31$1,728,790
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,639,599
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,639,599
Interest on participant loans2019-12-31$3,304
Interest on participant loans2019-12-31$3,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$176,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$176,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$148,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$148,662
Net investment gain/loss from pooled separate accounts2019-12-31$388,985
Net investment gain/loss from pooled separate accounts2019-12-31$388,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,521
Employer contributions (assets) at beginning of year2019-12-31$1,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$492,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$492,776
Contract administrator fees2019-12-31$16,821
Contract administrator fees2019-12-31$16,821
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THE HIGHLANDS ACCOUNTING GROUP
Accountancy firm name2019-12-31THE HIGHLANDS ACCOUNTING GROUP
Accountancy firm EIN2019-12-31863217974
Accountancy firm EIN2019-12-31863217974
2018 : INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$382,296
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$755,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$767,047
Expenses. Certain deemed distributions of participant loans2018-12-31$-16,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$516,007
Value of total assets at end of year2018-12-31$1,912,434
Value of total assets at beginning of year2018-12-31$2,285,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,915
Total interest from all sources2018-12-31$2,613
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$-136,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$-136,324
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$309,595
Participant contributions at end of year2018-12-31$81,304
Participant contributions at beginning of year2018-12-31$66,987
Participant contributions at end of year2018-12-31$21,767
Participant contributions at beginning of year2018-12-31$42,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-373,219
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,912,434
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,285,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$1,639,599
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,174,790
Interest on participant loans2018-12-31$2,591
Interest earned on other investments2018-12-31$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$148,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$206,412
Employer contributions (assets) at end of year2018-12-31$1,521
Employer contributions (assets) at beginning of year2018-12-31$1,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$767,047
Contract administrator fees2018-12-31$4,915
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BMSS LLC
Accountancy firm EIN2018-12-31461498870
2017 : INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$596,941
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$711,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$696,258
Expenses. Certain deemed distributions of participant loans2017-12-31$15,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$273,252
Value of total assets at end of year2017-12-31$2,285,653
Value of total assets at beginning of year2017-12-31$2,400,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$124
Total interest from all sources2017-12-31$3,603
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$273,252
Participant contributions at end of year2017-12-31$66,987
Participant contributions at beginning of year2017-12-31$86,185
Participant contributions at end of year2017-12-31$42,355
Participant contributions at beginning of year2017-12-31$13,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-114,780
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,285,653
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,400,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,174,790
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,299,023
Interest on participant loans2017-12-31$3,603
Net investment gain/loss from pooled separate accounts2017-12-31$320,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$1,521
Employer contributions (assets) at beginning of year2017-12-31$1,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$696,258
Contract administrator fees2017-12-31$124
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BARFIELD MURPHY SHANK & SMITH LLC
Accountancy firm EIN2017-12-31461498870
2016 : INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$505,459
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$599,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$599,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$320,254
Value of total assets at end of year2016-12-31$2,402,058
Value of total assets at beginning of year2016-12-31$2,495,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$152
Total interest from all sources2016-12-31$3,841
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$80,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$315,011
Participant contributions at end of year2016-12-31$86,185
Participant contributions at beginning of year2016-12-31$37,293
Participant contributions at end of year2016-12-31$15,224
Participant contributions at beginning of year2016-12-31$33,125
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-93,725
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,402,058
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,495,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,300,649
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,329,823
Interest on participant loans2016-12-31$3,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$181,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,521
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$95,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$599,032
Contract administrator fees2016-12-31$152
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BARFIELD MURPHY SHANK & SMITH LLC
Accountancy firm EIN2016-12-31461498870
2015 : INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$942,565
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$328,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$325,749
Expenses. Certain deemed distributions of participant loans2015-12-31$2,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,017,711
Value of total assets at end of year2015-12-31$2,495,783
Value of total assets at beginning of year2015-12-31$1,881,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$172
Total interest from all sources2015-12-31$2,108
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$80,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$471,183
Participant contributions at end of year2015-12-31$37,293
Participant contributions at beginning of year2015-12-31$62,571
Participant contributions at end of year2015-12-31$33,125
Participant contributions at beginning of year2015-12-31$1,802
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$292,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$614,511
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,495,783
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,881,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,329,823
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,816,072
Interest on participant loans2015-12-31$2,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-14
Net investment gain/loss from pooled separate accounts2015-12-31$-77,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$253,872
Employer contributions (assets) at end of year2015-12-31$95,542
Employer contributions (assets) at beginning of year2015-12-31$827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$325,749
Contract administrator fees2015-12-31$172
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BARFIELD MURPHY SHANK & SMITH LLC
Accountancy firm EIN2015-12-31461498870
2014 : INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$698,473
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$36,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$35,999
Value of total corrective distributions2014-12-31$572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$649,734
Value of total assets at end of year2014-12-31$1,890,339
Value of total assets at beginning of year2014-12-31$1,228,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$176
Total interest from all sources2014-12-31$2,076
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$80,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$389,758
Participant contributions at end of year2014-12-31$62,226
Participant contributions at beginning of year2014-12-31$65,079
Participant contributions at end of year2014-12-31$8,662
Participant contributions at beginning of year2014-12-31$2,429
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$34,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$661,726
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,890,339
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,228,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,818,525
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,159,240
Interest on participant loans2014-12-31$2,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-8
Net investment gain/loss from pooled separate accounts2014-12-31$46,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$225,592
Employer contributions (assets) at end of year2014-12-31$5
Employer contributions (assets) at beginning of year2014-12-31$1,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$35,999
Contract administrator fees2014-12-31$176
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BARFIELD MURPHY SHANK & SMITH LLC
Accountancy firm EIN2014-12-31461498870

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

2022: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INSTITUTIONAL PHARMACY SOLUTIONS, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number805622
Policy instance 1
Insurance contract or identification number805622
Number of Individuals Covered52
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number805622
Policy instance 1
Insurance contract or identification number805622
Number of Individuals Covered51
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $982
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees982
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number805622
Policy instance 1
Insurance contract or identification number805622
Number of Individuals Covered56
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $931
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees795
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number805622
Policy instance 1
Insurance contract or identification number805622
Number of Individuals Covered148
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $936
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees936
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES
Insurance broker organization code?5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number805622
Policy instance 1
Insurance contract or identification number805622
Number of Individuals Covered120
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,793
Total amount of fees paid to insurance companyUSD $1,095
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,793
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR COMMISIONS
Insurance broker organization code?7
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number805622
Policy instance 1
Insurance contract or identification number805622
Number of Individuals Covered127
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,595
Total amount of fees paid to insurance companyUSD $1,043
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,595
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR COMMISIONS
Insurance broker organization code?7
Insurance broker namePLANTECH LLP
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number805622
Policy instance 1
Insurance contract or identification number805622
Number of Individuals Covered120
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,389
Total amount of fees paid to insurance companyUSD $988
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,389
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR COMMISIONS
Insurance broker organization code?7
Insurance broker namePLANTECH LLP
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number805622
Policy instance 1
Insurance contract or identification number805622
Number of Individuals Covered103
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,678
Total amount of fees paid to insurance companyUSD $637
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,678
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR COMMISIONS
Insurance broker organization code?7
Insurance broker namePLANTECH LLP

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3