Medical Tree Pharmacy Inc.
Plan context: Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan
EIN 94-1740174 • Santa Cruz, CA • 36 filings • 7 plans
Current Snapshot
Latest Year
2023
2023 Participants
13
2023 Assets
$3,844,177
2023 Contributions
$790,362
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 13 | $3,844,177 | $790,362 | $60,797iApproximate average salary by contribution assumption: employee only about $1,519,927 at 4% or $1,013,285 at 6%; with 50% employer match about $1,013,285 at 4% or $675,523 at 6%; with 100% employer match about $759,963 at 4% or $506,642 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 13 | $3,844,177 | $790,362 | $60,797iApproximate average salary by contribution assumption: employee only about $1,519,927 at 4% or $1,013,285 at 6%; with 50% employer match about $1,013,285 at 4% or $675,523 at 6%; with 100% employer match about $759,963 at 4% or $506,642 at 6%. |
| 2022 | 1 | 10 | $2,524,722 | $16,415 | $1,642iApproximate average salary by contribution assumption: employee only about $41,038 at 4% or $27,358 at 6%; with 50% employer match about $27,358 at 4% or $18,239 at 6%; with 100% employer match about $20,519 at 4% or $13,679 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 10 | $2,524,722 | $16,415 | $1,642iApproximate average salary by contribution assumption: employee only about $41,038 at 4% or $27,358 at 6%; with 50% employer match about $27,358 at 4% or $18,239 at 6%; with 100% employer match about $20,519 at 4% or $13,679 at 6%. |
| 2021 | 1 | 6 | $2,306,897 | $4,707 | $785iApproximate average salary by contribution assumption: employee only about $19,613 at 4% or $13,075 at 6%; with 50% employer match about $13,075 at 4% or $8,717 at 6%; with 100% employer match about $9,806 at 4% or $6,538 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 6 | $2,306,897 | $4,707 | $785iApproximate average salary by contribution assumption: employee only about $19,613 at 4% or $13,075 at 6%; with 50% employer match about $13,075 at 4% or $8,717 at 6%; with 100% employer match about $9,806 at 4% or $6,538 at 6%. |
| 2020 | 1 | 10 | $2,751,394 | $10,544 | $1,054iApproximate average salary by contribution assumption: employee only about $26,360 at 4% or $17,573 at 6%; with 50% employer match about $17,573 at 4% or $11,716 at 6%; with 100% employer match about $13,180 at 4% or $8,787 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 10 | $2,751,394 | $10,544 | $1,054iApproximate average salary by contribution assumption: employee only about $26,360 at 4% or $17,573 at 6%; with 50% employer match about $17,573 at 4% or $11,716 at 6%; with 100% employer match about $13,180 at 4% or $8,787 at 6%. |
| 2019 | 1 | 10 | $2,400,889 | $11,933 | $1,193iApproximate average salary by contribution assumption: employee only about $29,833 at 4% or $19,888 at 6%; with 50% employer match about $19,888 at 4% or $13,259 at 6%; with 100% employer match about $14,916 at 4% or $9,944 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 10 | $2,400,889 | $11,933 | $1,193iApproximate average salary by contribution assumption: employee only about $29,833 at 4% or $19,888 at 6%; with 50% employer match about $19,888 at 4% or $13,259 at 6%; with 100% employer match about $14,916 at 4% or $9,944 at 6%. |
| 2018 | 1 | 18 | $2,196,128 | $31,148 | $1,730iApproximate average salary by contribution assumption: employee only about $43,261 at 4% or $28,841 at 6%; with 50% employer match about $28,841 at 4% or $19,227 at 6%; with 100% employer match about $21,631 at 4% or $14,420 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 18 | $2,196,128 | $31,148 | $1,730iApproximate average salary by contribution assumption: employee only about $43,261 at 4% or $28,841 at 6%; with 50% employer match about $28,841 at 4% or $19,227 at 6%; with 100% employer match about $21,631 at 4% or $14,420 at 6%. |
| 2017 | 1 | 17 | $2,246,184 | $32,245 | $1,897iApproximate average salary by contribution assumption: employee only about $47,419 at 4% or $31,613 at 6%; with 50% employer match about $31,613 at 4% or $21,075 at 6%; with 100% employer match about $23,710 at 4% or $15,806 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 17 | $2,246,184 | $32,245 | $1,897iApproximate average salary by contribution assumption: employee only about $47,419 at 4% or $31,613 at 6%; with 50% employer match about $31,613 at 4% or $21,075 at 6%; with 100% employer match about $23,710 at 4% or $15,806 at 6%. |
| 2016 | 1 | 12 | $2,062,313 | $34,437 | $2,870iApproximate average salary by contribution assumption: employee only about $71,744 at 4% or $47,829 at 6%; with 50% employer match about $47,829 at 4% or $31,886 at 6%; with 100% employer match about $35,872 at 4% or $23,915 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 12 | $2,062,313 | $34,437 | $2,870iApproximate average salary by contribution assumption: employee only about $71,744 at 4% or $47,829 at 6%; with 50% employer match about $47,829 at 4% or $31,886 at 6%; with 100% employer match about $35,872 at 4% or $23,915 at 6%. |
| 2015 | 1 | 14 | $1,805,136 | $17,847 | $1,275iApproximate average salary by contribution assumption: employee only about $31,870 at 4% or $21,246 at 6%; with 50% employer match about $21,246 at 4% or $14,164 at 6%; with 100% employer match about $15,935 at 4% or $10,623 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 14 | $1,805,136 | $17,847 | $1,275iApproximate average salary by contribution assumption: employee only about $31,870 at 4% or $21,246 at 6%; with 50% employer match about $21,246 at 4% or $14,164 at 6%; with 100% employer match about $15,935 at 4% or $10,623 at 6%. |
| 2014 | 1 | 14 | $1,625,915 | $19,837 | $1,417iApproximate average salary by contribution assumption: employee only about $35,423 at 4% or $23,615 at 6%; with 50% employer match about $23,615 at 4% or $15,744 at 6%; with 100% employer match about $17,712 at 4% or $11,808 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 14 | $1,625,915 | $19,837 | $1,417iApproximate average salary by contribution assumption: employee only about $35,423 at 4% or $23,615 at 6%; with 50% employer match about $23,615 at 4% or $15,744 at 6%; with 100% employer match about $17,712 at 4% or $11,808 at 6%. |
| 2013 | 1 | 13 | $1,723,876 | $98,344 | $7,565iApproximate average salary by contribution assumption: employee only about $189,123 at 4% or $126,082 at 6%; with 50% employer match about $126,082 at 4% or $84,055 at 6%; with 100% employer match about $94,562 at 4% or $63,041 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 13 | $1,723,876 | $98,344 | $7,565iApproximate average salary by contribution assumption: employee only about $189,123 at 4% or $126,082 at 6%; with 50% employer match about $126,082 at 4% or $84,055 at 6%; with 100% employer match about $94,562 at 4% or $63,041 at 6%. |
| 2012 | 1 | 13 | $1,461,528 | $148,936 | $11,457iApproximate average salary by contribution assumption: employee only about $286,415 at 4% or $190,944 at 6%; with 50% employer match about $190,944 at 4% or $127,296 at 6%; with 100% employer match about $143,208 at 4% or $95,472 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 13 | $1,461,528 | $148,936 | $11,457iApproximate average salary by contribution assumption: employee only about $286,415 at 4% or $190,944 at 6%; with 50% employer match about $190,944 at 4% or $127,296 at 6%; with 100% employer match about $143,208 at 4% or $95,472 at 6%. |
| 2011 | 1 | 19 | $1,188,831 | $30,584 | $1,610iApproximate average salary by contribution assumption: employee only about $40,242 at 4% or $26,828 at 6%; with 50% employer match about $26,828 at 4% or $17,885 at 6%; with 100% employer match about $20,121 at 4% or $13,414 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 19 | $1,188,831 | $30,584 | $1,610iApproximate average salary by contribution assumption: employee only about $40,242 at 4% or $26,828 at 6%; with 50% employer match about $26,828 at 4% or $17,885 at 6%; with 100% employer match about $20,121 at 4% or $13,414 at 6%. |
| 2010 | 1 | 15 | $978,346 | $265,992 | $17,733iApproximate average salary by contribution assumption: employee only about $443,320 at 4% or $295,547 at 6%; with 50% employer match about $295,547 at 4% or $197,031 at 6%; with 100% employer match about $221,660 at 4% or $147,773 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 15 | $978,346 | $265,992 | $17,733iApproximate average salary by contribution assumption: employee only about $443,320 at 4% or $295,547 at 6%; with 50% employer match about $295,547 at 4% or $197,031 at 6%; with 100% employer match about $221,660 at 4% or $147,773 at 6%. |
| 2009 | 1 | 14 | $766,973 | $58,247 | $4,161iApproximate average salary by contribution assumption: employee only about $104,013 at 4% or $69,342 at 6%; with 50% employer match about $69,342 at 4% or $46,228 at 6%; with 100% employer match about $52,006 at 4% or $34,671 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 14 | $766,973 | $58,247 | $4,161iApproximate average salary by contribution assumption: employee only about $104,013 at 4% or $69,342 at 6%; with 50% employer match about $69,342 at 4% or $46,228 at 6%; with 100% employer match about $52,006 at 4% or $34,671 at 6%. |
| 2008 | 2 | 13 | $0 | $0 | - |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 13 | - | - | - |
| MEDICAL TREE PHARMACY, INC WELFARE BENEFIT PLAN AND TRUST | - | 0 | - | - | - |
| 2007 | 2 | 19 | $0 | $0 | - |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 19 | - | - | - |
| MEDICAL TREE PHARMACY, INC WELFARE BENEFIT PLAN AND TRUST | - | 1 | - | - | - |
| 2006 | 2 | 13 | $895,631 | $105,438 | $8,111iApproximate average salary by contribution assumption: employee only about $202,765 at 4% or $135,177 at 6%; with 50% employer match about $135,177 at 4% or $90,118 at 6%; with 100% employer match about $101,383 at 4% or $67,588 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 13 | $895,631 | $105,438 | $8,111iApproximate average salary by contribution assumption: employee only about $202,765 at 4% or $135,177 at 6%; with 50% employer match about $135,177 at 4% or $90,118 at 6%; with 100% employer match about $101,383 at 4% or $67,588 at 6%. |
| MEDICAL TREE PHARMACY, INC WELFARE BENEFIT PLAN AND TRUST | - | 1 | - | - | - |
| 2005 | 2 | 19 | $0 | $0 | - |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 19 | - | - | - |
| MEDICAL TREE PHARMACY, INC WELFARE BENEFIT PLAN AND TRUST | - | 1 | - | - | - |
| 2004 | 3 | 17 | $793,965 | $210,628 | $12,390iApproximate average salary by contribution assumption: employee only about $309,747 at 4% or $206,498 at 6%; with 50% employer match about $206,498 at 4% or $137,665 at 6%; with 100% employer match about $154,874 at 4% or $103,249 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 17 | $793,965 | $188,513 | $11,089iApproximate average salary by contribution assumption: employee only about $277,225 at 4% or $184,817 at 6%; with 50% employer match about $184,817 at 4% or $123,211 at 6%; with 100% employer match about $138,613 at 4% or $92,408 at 6%. |
| MEDICAL TREE PHARMACY, INC. SINGLE EMPLOYER WELFARE BENEFIT PLAN AND TRUST | - | 1 | - | $22,115 | $22,115iApproximate average salary by contribution assumption: employee only about $552,875 at 4% or $368,583 at 6%; with 50% employer match about $368,583 at 4% or $245,722 at 6%; with 100% employer match about $276,438 at 4% or $184,292 at 6%. |
| MEDICAL TREE PHARMACY, INC WELFARE BENEFIT PLAN AND TRUST | - | 1 | - | - | - |
| 2003 | 3 | 19 | $0 | $0 | - |
| MEDICAL TREE PHARMACY, INC. SINGLE EMPLOYER WELFARE BENEFIT PLAN AND TRUST | - | 1 | - | - | - |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 19 | - | - | - |
| MEDICAL TREE PHARMACY, INC. PREMIUM REDUCTION PLAN | - | 0 | - | - | - |
| 2002 | 2 | 15 | $0 | $0 | - |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 15 | - | - | - |
| MEDICAL TREE PHARMACY, INC. PREMIUM REDUCTION PLAN | - | 2 | - | - | - |
| 2001 | 2 | 12 | $0 | $0 | - |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 12 | - | - | - |
| MEDICAL TREE PHARMACY, INC. PREMIUM REDUCTION PLAN | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| MEDICAL TREE PHARMACY, INC. PREMIUM REDUCTION PLAN | - | 2 | - | - | - |
| 1999 | 2 | 9 | $1,001,734 | $86,466 | $9,607iApproximate average salary by contribution assumption: employee only about $240,183 at 4% or $160,122 at 6%; with 50% employer match about $160,122 at 4% or $106,748 at 6%; with 100% employer match about $120,092 at 4% or $80,061 at 6%. |
| Medical Tree Pharmacy Inc. Profit Sharing Retirement Plan | - | 9 | $728,327 | $36,107 | $4,012iApproximate average salary by contribution assumption: employee only about $100,297 at 4% or $66,865 at 6%; with 50% employer match about $66,865 at 4% or $44,577 at 6%; with 100% employer match about $50,149 at 4% or $33,432 at 6%. |
| Medical Tree Pharmacy Inc. Money Purchase Pension Plan | - | 9 | $273,407 | $50,359 | $5,595iApproximate average salary by contribution assumption: employee only about $139,886 at 4% or $93,257 at 6%; with 50% employer match about $93,257 at 4% or $62,172 at 6%; with 100% employer match about $69,943 at 4% or $46,629 at 6%. |