?>
Logo

CHARLES A. BRIZIUS OD, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLES A. BRIZIUS OD, INC. PROFIT SHARING PLAN
Plan identification number 001

CHARLES A. BRIZIUS OD, INC. PROFIT SHARING 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.
  • 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

CHARLES A. BRIZIUS, OD, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES A. BRIZIUS, OD, INC.
Employer identification number (EIN):351445109
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES A. BRIZIUS OD, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DR. SCOTT BRIZIUS2013-05-06
0012011-01-01DR. SCOTT BRIZIUS
0012010-01-01DR. SCOTT BRIZIUS
0012009-01-01DR. SCOTT BRIZIUS

Plan Statistics for CHARLES A. BRIZIUS OD, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES A. BRIZIUS OD, INC. PROFIT SHARING PLAN

Measure Date Value
2011: CHARLES A. BRIZIUS OD, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0114
Total participants2011-01-0114
Number of participants with account balances2011-01-0114
2010: CHARLES A. BRIZIUS OD, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0112
Total number of active participants reported on line 7a of the Form 55002010-01-0113
Total of all active and inactive participants2010-01-0113
Total participants2010-01-0113
Number of participants with account balances2010-01-0113
2009: CHARLES A. BRIZIUS OD, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHARLES A. BRIZIUS OD, INC. PROFIT SHARING PLAN

Measure Date Value
2011 : CHARLES A. BRIZIUS OD, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$10,028
Total plan assets at end of year2011-12-31$1,959,849
Total plan assets at beginning of year2011-12-31$1,949,821
Value of fidelity bond covering the plan2011-12-31$200,000
Other income received2011-12-31$-63,972
Net income (gross income less expenses)2011-12-31$10,028
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,959,849
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,949,821
Total contributions received or receivable from employer(s)2011-12-31$74,000
2010 : CHARLES A. BRIZIUS OD, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$298,397
Expenses. Total of all expenses incurred2010-12-31$700
Total plan assets at end of year2010-12-31$1,949,821
Total plan assets at beginning of year2010-12-31$1,652,124
Value of fidelity bond covering the plan2010-12-31$200,000
Other income received2010-12-31$224,397
Net income (gross income less expenses)2010-12-31$297,697
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,949,821
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,652,124
Total contributions received or receivable from employer(s)2010-12-31$74,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$700

Form 5500 Responses for CHARLES A. BRIZIUS OD, INC. PROFIT SHARING PLAN

2011: CHARLES A. BRIZIUS OD, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHARLES A. BRIZIUS OD, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHARLES A. BRIZIUS OD, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3