401k Plan data: MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN plan

MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN
Plan identification number	002

MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MEDICAL TREE PHARMACY, INC. has sponsored the creation of one or more 401k plans.

Company Name: MEDICAL TREE PHARMACY, INC.

Employer identification number (EIN): 941740174

NAIC Classification: 446110
NAIC Description: Pharmacies and Drug Stores

Additional information about MEDICAL TREE PHARMACY, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1971-04-22

Company Identification Number: C0622479

Legal Registered Office Address: 8 Kite Hill Rd

Santa Cruz
United States of America (USA)
95060

More information about MEDICAL TREE PHARMACY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-10-01
002 2020-10-01
002 2019-10-01
002 2018-10-01
002 2018-10-01
002 2017-10-01
002 2016-10-01
002 2015-10-01
002 2014-10-01
002 2013-10-01
002 2012-10-01 THOMAS DEMBSKI 2014-04-02 THOMAS DEMBSKI 2014-04-02
002 2011-10-01 THOMAS DEMBSKI 2013-07-14 THOMAS DEMBSKI 2013-07-14
002 2010-10-01 THOMAS DEMBSKI JR. 2012-07-10 THOMAS DEMBSKI JR. 2012-07-10

Plan Statistics for MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN

401k plan membership statisitcs for MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN

Measure Date Value
2021: MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 6
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 1
Total of all active and inactive participants 2021-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 1
Total participants 2021-10-01 8
Number of participants with account balances 2021-10-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 14
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 10
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 1
Total of all active and inactive participants 2020-10-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 1
Total participants 2020-10-01 12
Number of participants with account balances 2020-10-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2019: MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 18
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 10
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 3
Total of all active and inactive participants 2019-10-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 1
Total participants 2019-10-01 14
Number of participants with account balances 2019-10-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0

Measure	Date	Value
2021: MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	6
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	1
Total of all active and inactive participants	2021-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	1
Total participants	2021-10-01	8
Number of participants with account balances	2021-10-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	14
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	10
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	1
Total of all active and inactive participants	2020-10-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	1
Total participants	2020-10-01	12
Number of participants with account balances	2020-10-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2019: MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	18
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	10
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	3
Total of all active and inactive participants	2019-10-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	1
Total participants	2019-10-01	14
Number of participants with account balances	2019-10-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0

Financial Data on MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN

Measure	Date	Value
2022 : MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-09-30	$0
Total plan liabilities at end of year	2022-09-30	$0
Total plan liabilities at beginning of year	2022-09-30	$0
Total income from all sources	2022-09-30	$-379,577
Expenses. Total of all expenses incurred	2022-09-30	$64,920
Benefits paid (including direct rollovers)	2022-09-30	$42,775
Total plan assets at end of year	2022-09-30	$2,306,897
Total plan assets at beginning of year	2022-09-30	$2,751,394
Value of fidelity bond covering the plan	2022-09-30	$300,000
Assets. Value of tangible personal property	2022-09-30	$0
Total contributions received or receivable from participants	2022-09-30	$4,707
Assets. Value of loans (other than to participants)	2022-09-30	$0
Expenses. Other expenses not covered elsewhere	2022-09-30	$0
Contributions received from other sources (not participants or employers)	2022-09-30	$0
Other income received	2022-09-30	$-384,284
Noncash contributions received	2022-09-30	$0
Net income (gross income less expenses)	2022-09-30	$-444,497
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$2,306,897
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$2,751,394
Assets. Value of participant loans	2022-09-30	$0
Assets. Value of assets in partnership/joint-venture interests	2022-09-30	$0
Assets. Value of real-estate (other than employer real property)	2022-09-30	$0
Assets. Value of employer securities	2022-09-30	$0
Assets. Value of employer real property	2022-09-30	$0
Total contributions received or receivable from employer(s)	2022-09-30	$0
Value of certain deemed distributions of participant loans	2022-09-30	$0
Value of corrective distributions	2022-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$22,145
2020 : MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-09-30	$0
Total plan liabilities at end of year	2020-09-30	$0
Total plan liabilities at beginning of year	2020-09-30	$0
Total income from all sources	2020-09-30	$229,503
Expenses. Total of all expenses incurred	2020-09-30	$24,742
Benefits paid (including direct rollovers)	2020-09-30	$12,886
Total plan assets at end of year	2020-09-30	$2,400,889
Total plan assets at beginning of year	2020-09-30	$2,196,128
Value of fidelity bond covering the plan	2020-09-30	$300,000
Assets. Value of tangible personal property	2020-09-30	$0
Total contributions received or receivable from participants	2020-09-30	$11,933
Assets. Value of loans (other than to participants)	2020-09-30	$0
Expenses. Other expenses not covered elsewhere	2020-09-30	$0
Contributions received from other sources (not participants or employers)	2020-09-30	$0
Other income received	2020-09-30	$217,570
Noncash contributions received	2020-09-30	$0
Net income (gross income less expenses)	2020-09-30	$204,761
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$2,400,889
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$2,196,128
Assets. Value of participant loans	2020-09-30	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-09-30	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-09-30	$0
Assets. Value of assets in partnership/joint-venture interests	2020-09-30	$0
Assets. Value of real-estate (other than employer real property)	2020-09-30	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-09-30	$0
Assets. Value of employer securities	2020-09-30	$0
Assets. Value of employer real property	2020-09-30	$0
Total contributions received or receivable from employer(s)	2020-09-30	$0
Value of certain deemed distributions of participant loans	2020-09-30	$0
Value of corrective distributions	2020-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$11,856

Form 5500 Responses for MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN

2021: MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	This submission is the final filing	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	This submission is the final filing	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MEDICAL TREE PHARMACY, INC.
Employer identification number (EIN):	941740174
NAIC Classification:	446110
NAIC Description:	Pharmacies and Drug Stores

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1971-04-22
Company Identification Number:	C0622479
Legal Registered Office Address:	8 Kite Hill Rd Santa Cruz United States of America (USA) 95060