401k Plan data: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST plan

THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST
Plan identification number	001

THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 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
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.

401k Sponsoring company profile

M.S. STERLING, INC. has sponsored the creation of one or more 401k plans.

Company Name: M.S. STERLING, INC.

Employer identification number (EIN): 364339423

NAIC Classification: 446110
NAIC Description: Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 STEPHAN D. MUNSON STEPHAN D. MUNSON 2019-06-17
001 2017-01-01 STEPHAN D. MUNSON STEPHAN D. MUNSON 2018-10-15
001 2016-01-01 STEPHAN D. MUNSON STEPHAN D. MUNSON 2017-10-12
001 2015-01-01 STEPHAN D. MUNSON STEPHAN D. MUNSON 2016-08-01
001 2014-01-01 STEPHAN D. MUNSON 2015-07-30 STEPHAN D. MUNSON 2015-07-30
001 2013-01-01 STEPHAN D. MUNSON 2014-09-12 STEPHAN D. MUNSON 2014-09-12
001 2012-01-01 STEPHAN D. MUNSON 2013-07-03 STEPHAN D. MUNSON 2013-07-03
001 2011-01-01 STEPHAN D. MUNSON 2012-10-04 STEPHAN D. MUNSON 2012-10-04
001 2010-01-01 STEPHAN D. MUNSON 2011-07-21 STEPHAN D. MUNSON 2011-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	STEPHAN D. MUNSON		STEPHAN D. MUNSON	2019-06-17
001	2017-01-01	STEPHAN D. MUNSON		STEPHAN D. MUNSON	2018-10-15
001	2016-01-01	STEPHAN D. MUNSON		STEPHAN D. MUNSON	2017-10-12
001	2015-01-01	STEPHAN D. MUNSON		STEPHAN D. MUNSON	2016-08-01
001	2014-01-01	STEPHAN D. MUNSON	2015-07-30	STEPHAN D. MUNSON	2015-07-30
001	2013-01-01	STEPHAN D. MUNSON	2014-09-12	STEPHAN D. MUNSON	2014-09-12
001	2012-01-01	STEPHAN D. MUNSON	2013-07-03	STEPHAN D. MUNSON	2013-07-03
001	2011-01-01	STEPHAN D. MUNSON	2012-10-04	STEPHAN D. MUNSON	2012-10-04
001	2010-01-01	STEPHAN D. MUNSON	2011-07-21	STEPHAN D. MUNSON	2011-07-21

Plan Statistics for THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST

Measure Date Value
2021: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2021: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST

Measure	Date	Value
2021 : THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$8,303
Expenses. Total of all expenses incurred	2021-12-31	$476,749
Benefits paid (including direct rollovers)	2021-12-31	$476,749
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$468,446
Other income received	2021-12-31	$8,303
Net income (gross income less expenses)	2021-12-31	$-468,446
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$468,446
2020 : THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$103,635
Total plan assets at end of year	2020-12-31	$468,446
Total plan assets at beginning of year	2020-12-31	$364,811
Total contributions received or receivable from participants	2020-12-31	$52,000
Other income received	2020-12-31	$32,144
Net income (gross income less expenses)	2020-12-31	$103,635
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$468,446
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$364,811
Total contributions received or receivable from employer(s)	2020-12-31	$19,491
2019 : THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$70,065
Expenses. Total of all expenses incurred	2019-12-31	$7,910
Benefits paid (including direct rollovers)	2019-12-31	$7,910
Total plan assets at end of year	2019-12-31	$370,811
Total plan assets at beginning of year	2019-12-31	$308,656
Total contributions received or receivable from participants	2019-12-31	$6,000
Other income received	2019-12-31	$38,202
Net income (gross income less expenses)	2019-12-31	$62,155
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$370,811
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$308,656
Total contributions received or receivable from employer(s)	2019-12-31	$25,863
2018 : THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$55,337
Total plan assets at end of year	2018-12-31	$308,656
Total plan assets at beginning of year	2018-12-31	$253,319
Total contributions received or receivable from participants	2018-12-31	$24,000
Other income received	2018-12-31	$-10,210
Net income (gross income less expenses)	2018-12-31	$55,337
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$308,656
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$253,319
Total contributions received or receivable from employer(s)	2018-12-31	$41,547
2017 : THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$307
Total income from all sources	2017-12-31	$79,489
Total plan assets at end of year	2017-12-31	$253,319
Total plan assets at beginning of year	2017-12-31	$174,137
Total contributions received or receivable from participants	2017-12-31	$24,000
Other income received	2017-12-31	$14,472
Net income (gross income less expenses)	2017-12-31	$79,489
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$253,319
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$173,830
Total contributions received or receivable from employer(s)	2017-12-31	$41,017
2016 : THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$307
Total income from all sources	2016-12-31	$59,575
Expenses. Total of all expenses incurred	2016-12-31	$6,661
Benefits paid (including direct rollovers)	2016-12-31	$6,661
Total plan assets at end of year	2016-12-31	$174,137
Total plan assets at beginning of year	2016-12-31	$120,916
Total contributions received or receivable from participants	2016-12-31	$21
Other income received	2016-12-31	$21,923
Net income (gross income less expenses)	2016-12-31	$52,914
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$173,830
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$120,916
Total contributions received or receivable from employer(s)	2016-12-31	$37,631
2015 : THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$8,509
Expenses. Total of all expenses incurred	2015-12-31	$48
Benefits paid (including direct rollovers)	2015-12-31	$48
Total plan assets at end of year	2015-12-31	$120,916
Total plan assets at beginning of year	2015-12-31	$112,455
Total contributions received or receivable from participants	2015-12-31	$169
Other income received	2015-12-31	$-17,190
Net income (gross income less expenses)	2015-12-31	$8,461
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$120,916
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$112,455
Total contributions received or receivable from employer(s)	2015-12-31	$25,530

Form 5500 Responses for THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST

2021: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE MEDICINE SHOPPE, INC. RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	M.S. STERLING, INC.
Employer identification number (EIN):	364339423
NAIC Classification:	446110
NAIC Description:	Pharmacies and Drug Stores