Original filing (PDF)20251013154250NAL0003417906001

JEFFERSON VALLEY PHARMACY, INC.

Name: JEFFERSON VALLEY PHARMACY, INC. — JEFFERSON VALLEY PHARMACY CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: JEFFERSON VALLEY PHARMACY, INC.

Form 5500-SF

FILING_RECEIVED

JEFFERSON VALLEY PHARMACY CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFERSON VALLEY PHARMACY, INC..

Plan sponsor

Name

JEFFERSON VALLEY PHARMACY, INC.

EIN

03-0486309

Address

3693 HILL BLVD. · JEFFERSON VALLEY, NY · 10535

Phone

(914) 962-6553

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

CAJAH'S MOUNTAIN DISCOUNT DRUG, INC.

CDM 401(K) PLAN

$1.5M · 6 participants

HR RX LLC

HR RX LLC 401(K) P/S PLAN

$1.5M · 4 participants

CIENEGA PHARMACY INC.

CIENEGA PHARMACY INC. 401K PROFIT SHARING PLAN AND TRUST

$1.5M · 12 participants

ROCKWELL-PRITCHETT, INC.

WALNUT HILL PHARMACY 401(K) PROFIT SHARING PLAN

$1.5M · 18 participants

PAI AND CHAN PHARMACY CORP DBA KEY DRUG COMPANY

PAI AND CHAN PHARMACY CORP DBA KEY DRUG COMPANY 401(K) PLAN