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

Plan NameMEDICAL TREE PHARMACY, INC. RETIREMENT PLAN
Plan identification number 002

MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 SignedName of Company SponsorDate Sponsor Signed
0022022-10-01
0022022-10-01LAUREN DEMBSKI
0022021-10-01
0022021-10-01LAUREN DEMBSKI
0022020-10-01
0022019-10-01
0022018-10-01
0022018-10-01
0022017-10-01
0022016-10-01
0022015-10-01
0022014-10-01
0022013-10-01
0022012-10-01THOMAS DEMBSKI2014-04-02 THOMAS DEMBSKI2014-04-02
0022011-10-01THOMAS DEMBSKI2013-07-14 THOMAS DEMBSKI2013-07-14
0022010-10-01THOMAS DEMBSKI JR.2012-07-10 THOMAS DEMBSKI JR.2012-07-10

Financial Data on MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN

Measure Date Value
2025 : MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-110
Net assets as of the end of the plan year2025-07-113844177
Total assets as of the beginning of the plan year2025-07-112524722
Value of plan covered by a fidelity bond2025-07-11300000
Participant contributions to plan in this plan year2025-07-1122100
Other contributions to plan in this plan year2025-07-11768262
Other income to plan in this plan year2025-07-11529093
Plan net income in this plan year2025-07-111319455
Net assets as of the end of the plan year2025-07-113844177
Net assets as of the beginning of the plan year2025-07-112524722
Employer contributions to plan in this plan year2025-07-110
2023 : MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-09-30$0
Total plan liabilities at end of year2023-09-30$0
Total plan liabilities at beginning of year2023-09-30$0
Total income from all sources2023-09-30$242,922
Expenses. Total of all expenses incurred2023-09-30$25,097
Benefits paid (including direct rollovers)2023-09-30$1,413
Total plan assets at end of year2023-09-30$2,524,722
Total plan assets at beginning of year2023-09-30$2,306,897
Value of fidelity bond covering the plan2023-09-30$300,000
Assets. Value of tangible personal property2023-09-30$0
Total contributions received or receivable from participants2023-09-30$1,678
Assets. Value of loans (other than to participants)2023-09-30$0
Expenses. Other expenses not covered elsewhere2023-09-30$0
Contributions received from other sources (not participants or employers)2023-09-30$0
Other income received2023-09-30$226,507
Noncash contributions received2023-09-30$0
Net income (gross income less expenses)2023-09-30$217,825
Net plan assets at end of year (total assets less liabilities)2023-09-30$2,524,722
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$2,306,897
Assets. Value of participant loans2023-09-30$0
Assets. Value of assets in partnership/joint-venture interests2023-09-30$0
Assets. Value of real-estate (other than employer real property)2023-09-30$0
Assets. Value of employer securities2023-09-30$0
Assets. Value of employer real property2023-09-30$0
Total contributions received or receivable from employer(s)2023-09-30$14,737
Value of certain deemed distributions of participant loans2023-09-30$0
Value of corrective distributions2023-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-09-30$23,684
2022 : MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-09-30$0
Total plan liabilities at end of year2022-09-30$0
Total plan liabilities at beginning of year2022-09-30$0
Total income from all sources2022-09-30$-379,577
Expenses. Total of all expenses incurred2022-09-30$64,920
Benefits paid (including direct rollovers)2022-09-30$42,775
Total plan assets at end of year2022-09-30$2,306,897
Total plan assets at beginning of year2022-09-30$2,751,394
Value of fidelity bond covering the plan2022-09-30$300,000
Assets. Value of tangible personal property2022-09-30$0
Total contributions received or receivable from participants2022-09-30$4,707
Assets. Value of loans (other than to participants)2022-09-30$0
Expenses. Other expenses not covered elsewhere2022-09-30$0
Contributions received from other sources (not participants or employers)2022-09-30$0
Other income received2022-09-30$-384,284
Noncash contributions received2022-09-30$0
Net income (gross income less expenses)2022-09-30$-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 loans2022-09-30$0
Assets. Value of assets in partnership/joint-venture interests2022-09-30$0
Assets. Value of real-estate (other than employer real property)2022-09-30$0
Assets. Value of employer securities2022-09-30$0
Assets. Value of employer real property2022-09-30$0
Total contributions received or receivable from employer(s)2022-09-30$0
Value of certain deemed distributions of participant loans2022-09-30$0
Value of corrective distributions2022-09-30$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 plan2020-09-30$0
Total plan liabilities at end of year2020-09-30$0
Total plan liabilities at beginning of year2020-09-30$0
Total income from all sources2020-09-30$229,503
Expenses. Total of all expenses incurred2020-09-30$24,742
Benefits paid (including direct rollovers)2020-09-30$12,886
Total plan assets at end of year2020-09-30$2,400,889
Total plan assets at beginning of year2020-09-30$2,196,128
Value of fidelity bond covering the plan2020-09-30$300,000
Assets. Value of tangible personal property2020-09-30$0
Total contributions received or receivable from participants2020-09-30$11,933
Assets. Value of loans (other than to participants)2020-09-30$0
Expenses. Other expenses not covered elsewhere2020-09-30$0
Contributions received from other sources (not participants or employers)2020-09-30$0
Other income received2020-09-30$217,570
Noncash contributions received2020-09-30$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 loans2020-09-30$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 year2020-09-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-09-30$0
Assets. Value of assets in partnership/joint-venture interests2020-09-30$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 2510.3-1022020-09-30$0
Assets. Value of employer securities2020-09-30$0
Assets. Value of employer real property2020-09-30$0
Total contributions received or receivable from employer(s)2020-09-30$0
Value of certain deemed distributions of participant loans2020-09-30$0
Value of corrective distributions2020-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$11,856

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

2022: MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01This submission is the final filingNo
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01This submission is the final filingNo
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01This submission is the final filingNo
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: MEDICAL TREE PHARMACY, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes

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