401k Plan data: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST plan

COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST
Plan identification number	002

COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

COLORADO SPRINGS EYE CLINIC, P.C. has sponsored the creation of one or more 401k plans.

Company Name: COLORADO SPRINGS EYE CLINIC, P.C.

Employer identification number (EIN): 840592836

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Additional information about COLORADO SPRINGS EYE CLINIC, P.C.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1969-07-02

Company Identification Number: 19871227588

Legal Registered Office Address: 2770 N. Union Blvd., Ste. 200

Colorado Springs
United States of America (USA)
80909

More information about COLORADO SPRINGS EYE CLINIC, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 CARL K. WETZIG
002 2011-01-01 CARL K. WETZIG
002 2010-01-01 CARL K. WETZIG
002 2009-01-01 ASHLEY A WIECHMANN

Plan Statistics for COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST

Measure Date Value
2016: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
2015: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 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 1
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 1
2014: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 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 1
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
2013: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 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 2
Number of retired or separated participants receiving benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 5
2012: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 1
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
2011: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 1
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 1
Total participants 2011-01-01 5
2010: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 6
2009: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 6

Measure	Date	Value
2016: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
2015: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 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	1
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	1
2014: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 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	1
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
2013: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 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	2
Number of retired or separated participants receiving benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	5
2012: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	1
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
2011: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	1
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	1
Total participants	2011-01-01	5
2010: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	6
2009: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	6

Financial Data on COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2016 : COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$1,417
Expenses. Total of all expenses incurred	2016-12-31	$9,595
Benefits paid (including direct rollovers)	2016-12-31	$9,595
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$8,178
Other income received	2016-12-31	$1,417
Net income (gross income less expenses)	2016-12-31	$-8,178
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,178
2015 : COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$1,361
Expenses. Total of all expenses incurred	2015-12-31	$2,189,478
Benefits paid (including direct rollovers)	2015-12-31	$2,182,595
Total plan assets at end of year	2015-12-31	$8,178
Total plan assets at beginning of year	2015-12-31	$2,196,295
Value of fidelity bond covering the plan	2015-12-31	$300,000
Other income received	2015-12-31	$1,361
Net income (gross income less expenses)	2015-12-31	$-2,188,117
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,178
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,196,295
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,883
2014 : COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$184,741
Expenses. Total of all expenses incurred	2014-12-31	$272,682
Benefits paid (including direct rollovers)	2014-12-31	$265,254
Total plan assets at end of year	2014-12-31	$2,196,295
Total plan assets at beginning of year	2014-12-31	$2,284,236
Value of fidelity bond covering the plan	2014-12-31	$300,000
Other income received	2014-12-31	$184,741
Net income (gross income less expenses)	2014-12-31	$-87,941
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,196,295
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,284,236
Assets. Value of real-estate (other than employer real property)	2014-12-31	$40,779
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$7,428
2013 : COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$384,352
Expenses. Total of all expenses incurred	2013-12-31	$1,255,705
Benefits paid (including direct rollovers)	2013-12-31	$1,246,844
Total plan assets at end of year	2013-12-31	$2,284,236
Total plan assets at beginning of year	2013-12-31	$3,155,589
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$14,567
Other income received	2013-12-31	$369,785
Net income (gross income less expenses)	2013-12-31	$-871,353
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,284,236
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,155,589
Assets. Value of real-estate (other than employer real property)	2013-12-31	$29,028
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,861
2012 : COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$311,661
Expenses. Total of all expenses incurred	2012-12-31	$158,516
Benefits paid (including direct rollovers)	2012-12-31	$149,000
Total plan assets at end of year	2012-12-31	$3,155,589
Total plan assets at beginning of year	2012-12-31	$3,002,444
Value of fidelity bond covering the plan	2012-12-31	$450,000
Total contributions received or receivable from participants	2012-12-31	$2,015
Other income received	2012-12-31	$309,646
Net income (gross income less expenses)	2012-12-31	$153,145
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,155,589
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,002,444
Assets. Value of real-estate (other than employer real property)	2012-12-31	$29,028
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$9,516
2011 : COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-62,623
Expenses. Total of all expenses incurred	2011-12-31	$456,779
Benefits paid (including direct rollovers)	2011-12-31	$447,566
Total plan assets at end of year	2011-12-31	$3,002,444
Total plan assets at beginning of year	2011-12-31	$3,521,846
Value of fidelity bond covering the plan	2011-12-31	$450,000
Total contributions received or receivable from participants	2011-12-31	$2,288
Other income received	2011-12-31	$-64,911
Net income (gross income less expenses)	2011-12-31	$-519,402
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,002,444
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,521,846
Assets. Value of real-estate (other than employer real property)	2011-12-31	$52,099
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$9,213
2010 : COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$400,784
Expenses. Total of all expenses incurred	2010-12-31	$136,111
Benefits paid (including direct rollovers)	2010-12-31	$130,000
Total plan assets at end of year	2010-12-31	$3,521,846
Total plan assets at beginning of year	2010-12-31	$3,257,173
Value of fidelity bond covering the plan	2010-12-31	$45,000
Total contributions received or receivable from participants	2010-12-31	$2,538
Other income received	2010-12-31	$398,246
Net income (gross income less expenses)	2010-12-31	$264,673
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,521,846
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,257,173
Assets. Value of real-estate (other than employer real property)	2010-12-31	$52,099
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$6,111

Form 5500 Responses for COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST

2016: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING 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
2014: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 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: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 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: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 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: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 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: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 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: COLORADO SPRINGS EYE CLINIC, P.C. PROFIT SHARING PLAN & TRUST 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

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Company Name:	COLORADO SPRINGS EYE CLINIC, P.C.
Employer identification number (EIN):	840592836
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1969-07-02
Company Identification Number:	19871227588
Legal Registered Office Address:	2770 N. Union Blvd., Ste. 200 Colorado Springs United States of America (USA) 80909