401k Plan data: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN plan

SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN
Plan identification number	001

SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

SHELTON'S PHARMACY, INC SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name: SHELTON'S PHARMACY, INC SHARING PLAN

Employer identification number (EIN): 840754056

NAIC Classification: 446110
NAIC Description: Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01 ROBERT H. SHELTON 2018-02-22 ROBERT H. SHELTON 2018-02-22
001 2016-01-01 ROBERT H. SHELTON 2017-05-26 ROBERT H. SHELTON 2017-05-26
001 2015-01-01 ROBERT H. SHELTON ROBERT H. SHELTON 2016-07-26
001 2014-01-01 ROBERT H. SHELTON ROBERT H. SHELTON 2015-08-28
001 2013-01-01 ROBERT H. SHELTON ROBERT H. SHELTON 2014-07-25
001 2012-01-01 ROBERT H. SHELTON ROBERT H. SHELTON 2013-07-30
001 2011-01-01 ROBERT H. SHELTON ROBERT H. SHELTON 2012-10-11
001 2009-01-01 ROBERT H. SHELTON ROBERT H. SHELTON 2010-08-09
001 2009-01-01 ROBERT H. SHELTON ROBERT H. SHELTON 2010-08-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01	ROBERT H. SHELTON	2018-02-22	ROBERT H. SHELTON	2018-02-22
001	2016-01-01	ROBERT H. SHELTON	2017-05-26	ROBERT H. SHELTON	2017-05-26
001	2015-01-01	ROBERT H. SHELTON		ROBERT H. SHELTON	2016-07-26
001	2014-01-01	ROBERT H. SHELTON		ROBERT H. SHELTON	2015-08-28
001	2013-01-01	ROBERT H. SHELTON		ROBERT H. SHELTON	2014-07-25
001	2012-01-01	ROBERT H. SHELTON		ROBERT H. SHELTON	2013-07-30
001	2011-01-01	ROBERT H. SHELTON		ROBERT H. SHELTON	2012-10-11
001	2009-01-01	ROBERT H. SHELTON		ROBERT H. SHELTON	2010-08-09
001	2009-01-01	ROBERT H. SHELTON		ROBERT H. SHELTON	2010-08-09

Plan Statistics for SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN

Measure Date Value
2015: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2015: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN

Measure	Date	Value
2015 : SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-123,866
Expenses. Total of all expenses incurred	2015-12-31	$50,000
Benefits paid (including direct rollovers)	2015-12-31	$50,000
Total plan assets at end of year	2015-12-31	$505,596
Total plan assets at beginning of year	2015-12-31	$679,462
Value of fidelity bond covering the plan	2015-12-31	$75,000
Other income received	2015-12-31	$-123,866
Net income (gross income less expenses)	2015-12-31	$-173,866
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$505,596
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$679,462
Assets. Value of participant loans	2015-12-31	$30,141
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$0
2014 : SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$38,838
Expenses. Total of all expenses incurred	2014-12-31	$50,000
Benefits paid (including direct rollovers)	2014-12-31	$50,000
Total plan assets at end of year	2014-12-31	$679,462
Total plan assets at beginning of year	2014-12-31	$690,624
Value of fidelity bond covering the plan	2014-12-31	$75,000
Total contributions received or receivable from participants	2014-12-31	$11,515
Other income received	2014-12-31	$13,838
Net income (gross income less expenses)	2014-12-31	$-11,162
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$679,462
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$690,624
Assets. Value of participant loans	2014-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$150,378
Total contributions received or receivable from employer(s)	2014-12-31	$13,485
2013 : SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$57,477
Total plan assets at end of year	2013-12-31	$690,624
Total plan assets at beginning of year	2013-12-31	$633,147
Value of fidelity bond covering the plan	2013-12-31	$75,000
Other income received	2013-12-31	$57,477
Net income (gross income less expenses)	2013-12-31	$57,477
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$690,624
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$633,147
Assets. Value of participant loans	2013-12-31	$40,000
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$146,242
2012 : SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$58,246
Total plan assets at end of year	2012-12-31	$633,147
Total plan assets at beginning of year	2012-12-31	$574,901
Value of fidelity bond covering the plan	2012-12-31	$60,000
Total contributions received or receivable from participants	2012-12-31	$22,500
Other income received	2012-12-31	$-3,176
Net income (gross income less expenses)	2012-12-31	$58,246
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$633,147
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$574,901
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$256,184
Total contributions received or receivable from employer(s)	2012-12-31	$38,922
2011 : SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$14,403
Total plan assets at end of year	2011-12-31	$574,901
Total plan assets at beginning of year	2011-12-31	$560,498
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$20,000
Other income received	2011-12-31	$-35,264
Net income (gross income less expenses)	2011-12-31	$14,403
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$574,901
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$560,498
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$295,723
Total contributions received or receivable from employer(s)	2011-12-31	$29,667
2010 : SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$89,989
Total plan assets at end of year	2010-12-31	$560,498
Total plan assets at beginning of year	2010-12-31	$470,509
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$22,000
Other income received	2010-12-31	$30,715
Net income (gross income less expenses)	2010-12-31	$89,989
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$560,498
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$470,509
Assets. Value of participant loans	2010-12-31	$50,000
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$229,837
Total contributions received or receivable from employer(s)	2010-12-31	$37,274

Form 5500 Responses for SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN

2015: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 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
2014: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SHELTON'S PHARMACY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SHELTON'S PHARMACY, INC SHARING PLAN
Employer identification number (EIN):	840754056
NAIC Classification:	446110
NAIC Description:	Pharmacies and Drug Stores