Retirement plan

HMS PHARMACY, INC. 401(K) PLAN

Name: HMS PHARMACY, INC. - HMS PHARMACY, INC. 401(K) PLAN (2022) Form 5500
Creator: HMS PHARMACY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HMS PHARMACY, INC. 401(K) PLAN, HMS PHARMACY, INC.

HMS PHARMACY, INC.EIN 83-1491759Plan #001PY 2022

2795 W. LINCOLN AVE., UNIT K - ANAHEIM, CA 92801714-995-0071

Other plans on this EIN

1 filing

#002Retirement-$217K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$103K

+32.8% from 2021

Total participants

0.0% from 2021

Average account balance

$25,803

+32.8% from 2021

Annual return

-13.77%

-94.68 pp from 2021

Benchmarks

See 21,416 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort21,416 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$318K

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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

$45K

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

+21.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2D2E2F2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$25,803

$95,895-73.1%

$79,576-67.6%

$134,509-80.8%

Participation rate

100.0%

75.0%+25.0pp

69.5%+30.5pp

81.2%+18.8pp

Annual return

-13.77%

-2.72%-11.1pp

0.15%-13.9pp

418.13%-431.9pp

Employer contribution / active EE

$5,233

$3,128+67.3%

$2,413+116.9%

$4,741+10.4%

Participant deferral / active EE

$6,833

$4,693+45.6%

$3,985+71.5%

$6,400+6.8%

Admin fee / account holder

$9,129-100.0%

$6,834-100.0%

$11,427-100.0%

HMS PHARMACY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HMS PHARMACY, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion