401k Plan data: EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN plan

EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 401k Plan overview

Plan Name	EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN
Plan identification number	001

EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.

401k Sponsoring company profile

EYE CENTER OF THE ROCKIES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: EYE CENTER OF THE ROCKIES, P.C.

Employer identification number (EIN): 264056882

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about EYE CENTER OF THE ROCKIES, P.C.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2009-01-14

Company Identification Number: 20081669382

Legal Registered Office Address: 1607 Grand Avenue, #31

Glenwood Springs
United States of America (USA)
81601

More information about EYE CENTER OF THE ROCKIES, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MATTHEW I. EHRLICH 2023-10-05
001 2021-01-01 MATTHEW I. EHRLICH 2022-10-08
001 2020-01-01 MATTHEW I. EHRLICH 2021-09-18
001 2019-01-01 MATTHEW I. EHRLICH 2020-10-06
001 2018-01-01 MATTHEW I. EHRLICH 2019-09-20
001 2017-01-01 MATTHEW I. EHRLICH 2018-10-02
001 2016-01-01 MATTHEW I. EHRLICH 2017-10-08
001 2015-01-01 MATTHEW I. EHRLICH MATTHEW I. EHRLICH 2016-03-30
001 2014-01-01 MATTHEW I. EHRLICH MATTHEW I. EHRLICH 2015-05-22
001 2013-01-01 MATTHEW I. EHRLICH MATTHEW I. EHRLICH 2014-06-05
001 2012-01-01 MATTHEW I. EHRLICH MATTHEW I. EHRLICH 2013-08-15
001 2011-01-01 MATTHEW I. EHRLICH MATTHEW I. EHRLICH 2012-07-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MATTHEW I. EHRLICH	2023-10-05
001	2021-01-01	MATTHEW I. EHRLICH	2022-10-08
001	2020-01-01	MATTHEW I. EHRLICH	2021-09-18
001	2019-01-01	MATTHEW I. EHRLICH	2020-10-06
001	2018-01-01	MATTHEW I. EHRLICH	2019-09-20
001	2017-01-01	MATTHEW I. EHRLICH	2018-10-02
001	2016-01-01	MATTHEW I. EHRLICH	2017-10-08
001	2015-01-01	MATTHEW I. EHRLICH		MATTHEW I. EHRLICH	2016-03-30
001	2014-01-01	MATTHEW I. EHRLICH		MATTHEW I. EHRLICH	2015-05-22
001	2013-01-01	MATTHEW I. EHRLICH		MATTHEW I. EHRLICH	2014-06-05
001	2012-01-01	MATTHEW I. EHRLICH		MATTHEW I. EHRLICH	2013-08-15
001	2011-01-01	MATTHEW I. EHRLICH		MATTHEW I. EHRLICH	2012-07-10

Plan Statistics for EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN

401k plan membership statisitcs for EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN

Measure Date Value
2015: EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 7
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 6
2014: EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 7
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
2013: EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
2011: EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	7
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	6
2014: EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	7
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
2013: EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
2011: EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN

Measure	Date	Value
2015 : EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$51,970
Expenses. Total of all expenses incurred	2015-12-31	$5,838
Total plan assets at end of year	2015-12-31	$1,029,617
Total plan assets at beginning of year	2015-12-31	$983,485
Value of fidelity bond covering the plan	2015-12-31	$120,000
Total contributions received or receivable from participants	2015-12-31	$52,205
Other income received	2015-12-31	$-14,797
Net income (gross income less expenses)	2015-12-31	$46,132
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,029,617
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$983,485
Total contributions received or receivable from employer(s)	2015-12-31	$14,562
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,838
2014 : EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$331,307
Expenses. Total of all expenses incurred	2014-12-31	$3,310
Total plan assets at end of year	2014-12-31	$983,485
Total plan assets at beginning of year	2014-12-31	$655,488
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$49,073
Contributions received from other sources (not participants or employers)	2014-12-31	$190,470
Other income received	2014-12-31	$38,227
Net income (gross income less expenses)	2014-12-31	$327,997
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$983,485
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$655,488
Total contributions received or receivable from employer(s)	2014-12-31	$53,537
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,310
2013 : EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$210,325
Expenses. Total of all expenses incurred	2013-12-31	$2,276
Total plan assets at end of year	2013-12-31	$655,488
Total plan assets at beginning of year	2013-12-31	$447,439
Total contributions received or receivable from participants	2013-12-31	$43,475
Other income received	2013-12-31	$90,145
Net income (gross income less expenses)	2013-12-31	$208,049
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$655,488
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$447,439
Total contributions received or receivable from employer(s)	2013-12-31	$76,705
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,276
2012 : EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$133,659
Expenses. Total of all expenses incurred	2012-12-31	$2,013
Total plan assets at end of year	2012-12-31	$447,439
Total plan assets at beginning of year	2012-12-31	$315,793
Total contributions received or receivable from participants	2012-12-31	$42,540
Contributions received from other sources (not participants or employers)	2012-12-31	$8,276
Other income received	2012-12-31	$31,296
Net income (gross income less expenses)	2012-12-31	$131,646
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$447,439
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$315,793
Total contributions received or receivable from employer(s)	2012-12-31	$51,547
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,013
2011 : EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$263,179
Total plan assets at end of year	2011-12-31	$315,793
Total plan assets at beginning of year	2011-12-31	$52,614
Total contributions received or receivable from participants	2011-12-31	$39,885
Contributions received from other sources (not participants or employers)	2011-12-31	$188,567
Other income received	2011-12-31	$-3,273
Net income (gross income less expenses)	2011-12-31	$263,179
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$315,793
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$52,614
Total contributions received or receivable from employer(s)	2011-12-31	$38,000
2010 : EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$20,568
Total plan assets at end of year	2010-12-31	$52,614
Total plan assets at beginning of year	2010-12-31	$32,046
Total contributions received or receivable from participants	2010-12-31	$11,000
Other income received	2010-12-31	$4,335
Net income (gross income less expenses)	2010-12-31	$20,568
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$52,614
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$32,046
Total contributions received or receivable from employer(s)	2010-12-31	$5,233

Form 5500 Responses for EYE CENTER OF THE ROCKIES, PC PROFIT-SHARING PLAN

2015: EYE CENTER OF THE ROCKIES, PC 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: EYE CENTER OF THE ROCKIES, PC 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: EYE CENTER OF THE ROCKIES, PC 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: EYE CENTER OF THE ROCKIES, PC 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: EYE CENTER OF THE ROCKIES, PC 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

102587

Policy instance

Insurance contract or identification number	102587
Number of Individuals Covered	9
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	5838
Additional information about fees paid to insurance broker	RIA FEES
Insurance broker organization code?	7
Insurance broker name	RUBINBROWN ADVISORS

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

102587

Policy instance

Insurance contract or identification number	102587
Number of Individuals Covered	7
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,843
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4843
Additional information about fees paid to insurance broker	RIA FEES
Insurance broker organization code?	7
Insurance broker name	RUBINBROWN ADVISORS

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

102587

Policy instance

Insurance contract or identification number	102587
Number of Individuals Covered	5
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,891
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2891
Additional information about fees paid to insurance broker	RIA FEES
Insurance broker organization code?	7
Insurance broker name	RUBINBROWN ADVISORS

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Company Name:	EYE CENTER OF THE ROCKIES, P.C.
Employer identification number (EIN):	264056882
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2009-01-14
Company Identification Number:	20081669382
Legal Registered Office Address:	1607 Grand Avenue, #31 Glenwood Springs United States of America (USA) 81601