Original filing (PDF)20251229133022NAL0009768819001

WALTERS FAMILY PHARMACY

Name: WALTERS FAMILY PHARMACY — WALTERS FAMILY PHARMACY CBS BENEFIT PLAN, Form 5500 (2024)
Creator: WALTERS FAMILY PHARMACY

Form 5500-SF

FILING_RECEIVED

WALTERS FAMILY PHARMACY CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$326

Net assets (EOY)

$104

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

WALTERS FAMILY PHARMACY

EIN

33-2628716all filings

Address

604 S 12TH ST · MURRAY, KY · 42071

Phone

(270) 753-7688

Industry

Retail Tradesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2025-03-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

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

COUNTRY ATTIC

COUNTRY ATTIC SOCA BENEFIT PLAN

$322 · 6 participants

POAM COLLECTIVE INC

$332 · 9 participants

ANNE MARIES FINE JEWELRY

ANNE MARIES FINE JEWELRY CHAMBER BENEFIT ARRANGEMENT PLAN

$320 · 3 participants

STEVE FAIGLE LEGACY JEWELERS

STEVE FAIGLE LEGACY JEWELERS SOCA BENEFIT PLAN

$316 · 3 participants

INTEGRA SOLUTIONS INC

INTEGRA SOLUTIONS INC 401(K) PLAN

$316 · 28 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.