Retirement plan

NEIGHBORHOOD PHARMACY, INC. PROFIT SHARING PLAN

Name: NEIGHBORHOOD PHARMACY, INC. - NEIGHBORHOOD PHARMACY, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: NEIGHBORHOOD PHARMACY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEIGHBORHOOD PHARMACY, INC. PROFIT SHARING PLAN, NEIGHBORHOOD PHARMACY, INC.

NEIGHBORHOOD PHARMACY, INC.EIN 56-2669206Plan #002PY 2024

4557 PLEASANT VALLEY RD - CAMARILLO, CA 930125185805-388-0800

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$5.1M

+7.1% from 2023

Total participants

-14.3% from 2023

Average account balance

$852,709

+24.9% from 2023

Annual return

5.25%

-652.46 pp from 2023

Benchmarks

See 22,321 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,321 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.12M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$853K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+5.25%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$112

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$670

$112 / participant

Other / not subdivided$670100.0%

% of EOY assets

0.013%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$852,709

$111,785+662.8%

$93,669+810.3%

$145,877+484.5%

Participation rate

100.0%

74.2%+25.8pp

68.7%+31.3pp

80.3%+19.7pp

Annual return

5.25%

203.79%-198.5pp

133.59%-128.3pp

551.28%-546.0pp

Employer contribution / active EE

$2,372

$3,096-23.4%

$2,424-2.1%

$4,663-49.1%

Participant deferral / active EE

$12,333

$4,919+150.7%

$4,416+179.3%

$6,691+84.3%

Admin fee / account holder

$112

$10,256-98.9%

$8,291-98.7%

$13,402-99.2%

NEIGHBORHOOD PHARMACY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEIGHBORHOOD PHARMACY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion