· 2022–2024 · DOL EFAST2

SOUTHOLD PHARMACY, INC. — SOUTHOLD/SHELTER ISLAND PHARMACY 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20230414143659NAL0006946240001

SOUTHOLD PHARMACY, INC.

Form 5500-SF

FILING_RECEIVED

SOUTHOLD/SHELTER ISLAND PHARMACY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

0

Accounts w/ balance

10

Plan assets (EOY)

$999K

Net assets (EOY)

$999K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

91

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHOLD PHARMACY, INC..

Plan sponsor

Name

SOUTHOLD PHARMACY, INC.

EIN

11-2018595

Address

53895 MAIN ROAD · SOUTHOLD, NY · 11971

Phone

(631) 765-3434

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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