FAMILY PLAZA PHARMACY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FAMILY PLAZA PHARMACY 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2013: FAMILY PLAZA PHARMACY 401(K) RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 16 |
| Total participants | 2013-01-01 | 16 |
| Number of participants with account balances | 2013-01-01 | 10 |
| 2012: FAMILY PLAZA PHARMACY 401(K) RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 15 |
| Total participants | 2012-01-01 | 15 |
| Number of participants with account balances | 2012-01-01 | 9 |
| 2011: FAMILY PLAZA PHARMACY 401(K) RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 9 |
| Total participants | 2011-01-01 | 23 |
| Number of participants with account balances | 2011-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: FAMILY PLAZA PHARMACY 401(K) RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 9 |
| Total participants | 2009-01-01 | 9 |
| Number of participants with account balances | 2009-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : FAMILY PLAZA PHARMACY 401(K) RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $103,209 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $12,798 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $7,000 |
| Total plan assets at end of year | 2013-12-31 | $408,320 |
| Total plan assets at beginning of year | 2013-12-31 | $317,909 |
| Value of fidelity bond covering the plan | 2013-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $38,650 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $5,798 |
| Other income received | 2013-12-31 | $55,305 |
| Net income (gross income less expenses) | 2013-12-31 | $90,411 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $408,320 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $317,909 |
| Assets. Value of participant loans | 2013-12-31 | $7,456 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $9,254 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : FAMILY PLAZA PHARMACY 401(K) RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $78,701 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $17,809 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $12,970 |
| Total plan assets at end of year | 2012-12-31 | $317,909 |
| Total plan assets at beginning of year | 2012-12-31 | $257,017 |
| Value of fidelity bond covering the plan | 2012-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $37,936 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $4,839 |
| Other income received | 2012-12-31 | $32,444 |
| Net income (gross income less expenses) | 2012-12-31 | $60,892 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $317,909 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $257,017 |
| Assets. Value of participant loans | 2012-12-31 | $176 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $8,321 |
| 2011 : FAMILY PLAZA PHARMACY 401(K) RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $36,749 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $11,127 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $6,999 |
| Total plan assets at end of year | 2011-12-31 | $257,017 |
| Total plan assets at beginning of year | 2011-12-31 | $231,395 |
| Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $35,647 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $4,128 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $6,815 |
| Other income received | 2011-12-31 | $-14,254 |
| Net income (gross income less expenses) | 2011-12-31 | $25,622 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $257,017 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $231,395 |
| Assets. Value of participant loans | 2011-12-31 | $1,895 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $8,541 |
| 2010 : FAMILY PLAZA PHARMACY 401(K) RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $70,982 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,217 |
| Total plan assets at end of year | 2010-12-31 | $231,395 |
| Total plan assets at beginning of year | 2010-12-31 | $163,630 |
| Value of fidelity bond covering the plan | 2010-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $36,647 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $3,217 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $164 |
| Other income received | 2010-12-31 | $23,956 |
| Net income (gross income less expenses) | 2010-12-31 | $67,765 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $231,395 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $163,630 |
| Assets. Value of participant loans | 2010-12-31 | $4,203 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $10,215 |
| 2013: FAMILY PLAZA PHARMACY 401(K) RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: FAMILY PLAZA PHARMACY 401(K) RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: FAMILY PLAZA PHARMACY 401(K) RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FAMILY PLAZA PHARMACY 401(K) RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 39622 |
| Policy instance | 1 |
| Insurance contract or identification number | 39622 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,028 | | Total amount of fees paid to insurance company | USD $25 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $1,028 | | Amount paid for insurance broker fees | 25 | | Additional information about fees paid to insurance broker | ADVISORY FEES | | Insurance broker organization code? | 4 | | Insurance broker name | LINCOLN FINANCIAL ADVISORS |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 39622 |
| Policy instance | 1 |
| Insurance contract or identification number | 39622 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $853 | | Total amount of fees paid to insurance company | USD $26 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $853 | | Amount paid for insurance broker fees | 26 | | Additional information about fees paid to insurance broker | ADVISORY SERVICES | | Insurance broker organization code? | 4 | | Insurance broker name | LINCOLN FINANCIAL ADVISORS |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 39622 |
| Policy instance | 1 |
| Insurance contract or identification number | 39622 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $506 | | Total amount of fees paid to insurance company | USD $20 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 39622 |
| Policy instance | 1 |
| Insurance contract or identification number | 39622 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $482 | | Total amount of fees paid to insurance company | USD $20 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $482 | | Amount paid for insurance broker fees | 20 | | Additional information about fees paid to insurance broker | ADVISORY SERVICES | | Insurance broker organization code? | 4 | | Insurance broker name | LINCOLN FINANCIAL ADVISORS |
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