401k Plan data: BELTZ & WEST, P.C. PROFIT SHARING PLAN plan

BELTZ & WEST, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	BELTZ & WEST, P.C. PROFIT SHARING PLAN
Plan identification number	001

BELTZ & WEST, P.C. 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.
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

BELTZ & WEST, P.C. has sponsored the creation of one or more 401k plans.

Company Name: BELTZ & WEST, P.C.

Employer identification number (EIN): 421565463

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about BELTZ & WEST, P.C.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2002-12-20

Company Identification Number: 20021354388

Legal Registered Office Address: 311 South Nevada Ave

Colorado Springs
United States of America (USA)
80903

More information about BELTZ & WEST, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELTZ & WEST, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DANIEL A. WEST
001 2011-01-01 DANIEL A. WEST
001 2010-01-01 DANIEL WEST
001 2009-01-01 DANIEL WEST

Plan Statistics for BELTZ & WEST, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for BELTZ & WEST, P.C. PROFIT SHARING PLAN

Measure Date Value
2015: BELTZ & WEST, P.C. 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
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 3
2014: BELTZ & WEST, P.C. 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
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 3
2013: BELTZ & WEST, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: BELTZ & WEST, P.C. 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 4
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
2011: BELTZ & WEST, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2010: BELTZ & WEST, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Total of all active and inactive participants 2010-01-01 4
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
2009: BELTZ & WEST, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2015: BELTZ & WEST, P.C. 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
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	3
2014: BELTZ & WEST, P.C. 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
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	3
2013: BELTZ & WEST, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: BELTZ & WEST, P.C. 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	4
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
2011: BELTZ & WEST, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2010: BELTZ & WEST, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Total of all active and inactive participants	2010-01-01	4
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
2009: BELTZ & WEST, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on BELTZ & WEST, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2015 : BELTZ & WEST, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$4,809
Total plan assets at end of year	2015-12-31	$24,053
Total plan assets at beginning of year	2015-12-31	$19,244
Value of fidelity bond covering the plan	2015-12-31	$40,000
Total contributions received or receivable from participants	2015-12-31	$0
Other income received	2015-12-31	$-2,107
Net income (gross income less expenses)	2015-12-31	$4,809
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$24,053
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$19,244
Total contributions received or receivable from employer(s)	2015-12-31	$6,916
2014 : BELTZ & WEST, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$6,150
Expenses. Total of all expenses incurred	2014-12-31	$17
Benefits paid (including direct rollovers)	2014-12-31	$17
Total plan assets at end of year	2014-12-31	$19,244
Total plan assets at beginning of year	2014-12-31	$13,111
Value of fidelity bond covering the plan	2014-12-31	$40,000
Total contributions received or receivable from participants	2014-12-31	$231
Net income (gross income less expenses)	2014-12-31	$6,133
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$19,244
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$13,111
Total contributions received or receivable from employer(s)	2014-12-31	$5,919
2013 : BELTZ & WEST, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$40,053
Expenses. Total of all expenses incurred	2013-12-31	$454,790
Benefits paid (including direct rollovers)	2013-12-31	$454,790
Total plan assets at end of year	2013-12-31	$13,111
Total plan assets at beginning of year	2013-12-31	$427,848
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$200
Other income received	2013-12-31	$35,319
Net income (gross income less expenses)	2013-12-31	$-414,737
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$13,111
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$427,848
Total contributions received or receivable from employer(s)	2013-12-31	$4,534
2012 : BELTZ & WEST, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$61,277
Expenses. Total of all expenses incurred	2012-12-31	$6,993
Benefits paid (including direct rollovers)	2012-12-31	$6,993
Total plan assets at end of year	2012-12-31	$427,848
Total plan assets at beginning of year	2012-12-31	$373,564
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$10,605
Other income received	2012-12-31	$40,357
Net income (gross income less expenses)	2012-12-31	$54,284
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$427,848
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$373,564
Total contributions received or receivable from employer(s)	2012-12-31	$10,315
2011 : BELTZ & WEST, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$56,964
Expenses. Total of all expenses incurred	2011-12-31	$200,308
Benefits paid (including direct rollovers)	2011-12-31	$200,308
Total plan assets at end of year	2011-12-31	$373,564
Total plan assets at beginning of year	2011-12-31	$516,908
Value of fidelity bond covering the plan	2011-12-31	$40,000
Total contributions received or receivable from participants	2011-12-31	$28,348
Other income received	2011-12-31	$14,904
Net income (gross income less expenses)	2011-12-31	$-143,344
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$373,564
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$516,908
Total contributions received or receivable from employer(s)	2011-12-31	$13,712
2010 : BELTZ & WEST, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$105,063
Expenses. Total of all expenses incurred	2010-12-31	$5,067
Benefits paid (including direct rollovers)	2010-12-31	$5,067
Total plan assets at end of year	2010-12-31	$516,908
Total plan assets at beginning of year	2010-12-31	$416,912
Total contributions received or receivable from participants	2010-12-31	$33,252
Other income received	2010-12-31	$57,782
Net income (gross income less expenses)	2010-12-31	$99,996
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$516,908
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$416,912
Total contributions received or receivable from employer(s)	2010-12-31	$14,029

Form 5500 Responses for BELTZ & WEST, P.C. PROFIT SHARING PLAN

2015: BELTZ & WEST, P.C. 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: BELTZ & WEST, P.C. 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: BELTZ & WEST, P.C. 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: BELTZ & WEST, P.C. 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: BELTZ & WEST, P.C. 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
2010: BELTZ & WEST, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BELTZ & WEST, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

BELTZ & WEST, P.C. PROFIT SHARING PLAN [EIN = 451565463]

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Company Name:	BELTZ & WEST, P.C.
Employer identification number (EIN):	421565463
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2002-12-20
Company Identification Number:	20021354388
Legal Registered Office Address:	311 South Nevada Ave Colorado Springs United States of America (USA) 80903