Original filing (PDF)20250729090332NAL0003010881001

WALNUT VILLAGE PHARMACY, INC.

Name: WALNUT VILLAGE PHARMACY, INC. — WALNUT VILLAGE PHARMACY, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: WALNUT VILLAGE PHARMACY, INC.

Form 5500-SF

FILING_RECEIVED

WALNUT VILLAGE PHARMACY, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 WALNUT VILLAGE PHARMACY, INC..

Plan sponsor

Name

WALNUT VILLAGE PHARMACY, INC.

EIN

68-0513527

Address

4840 IRVINE BLVD STE 103 · IRVINE, CA · 92620

Phone

(949) 551-4343

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

2025-07-29

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

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

J & S DRUG COMPANY, INC.

J & S DRUG COMPANY, INC. 401(K) PROFIT SHARING PLAN

$3.1M · 37 participants

ANGELO FRIELLO INC. DBA PALMER PHARMACY

PALMER PHARMACY 401(K) PROFIT SHARING PLAN

$3.1M · 21 participants

JADZ, INC.

JADZ, INC. DEFINED BENEFIT PLAN

$3.1M · 18 participants

KAPPES PHARMACEUTICAL LLC

CROSS LAKE DRUG 401(K) PLAN

$3.1M · 6 participants

RP HEALTHCARE, INC.

RP HEALTHCARE, INC. PROFIT SHARING PLAN

$3.1M · 7 participants