Original filing (PDF)20230130114929NAL0012015411001

Holts Pharmacy, Inc.

Name: Holts Pharmacy, Inc. — Holts Pharmacy, Inc., Form 5500 (2022)
Creator: Holts Pharmacy, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holts Pharmacy, Inc. Retirement Plan

Defined-benefit pension plan · Holts Pharmacy, Inc.'s Holts Pharmacy, Inc. Retirement Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Holts Pharmacy, Inc.'s EIN is 46-2686833.

EIN 46-2686833

Plan number 002

Plan year 2022

ACK ID 20230130114929NAL0012015411001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Holts Pharmacy, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Holts Pharmacy, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

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

Plan sponsor

Name

HOLTS PHARMACY, INC.

EIN

all filings

Address

134 WEST 1180 NORTH · TOOELE, UT · 84074

Phone

(435) 840-3104

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-08-01

Tax period

2023-01-13

Filed

2023-01-30

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1E · Section 401(h) arrangement

1I · Frozen plan — no new benefit accrual

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

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