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PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 401k Plan overview

Plan NamePROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC
Plan identification number 001

PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ERICKSON, BROWN & KLOSTER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ERICKSON, BROWN & KLOSTER, P.C.
Employer identification number (EIN):840957308
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about ERICKSON, BROWN & KLOSTER, P.C.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1984-08-27
Company Identification Number: 19871585063
Legal Registered Office Address: 90 S. Cascade Ave
Suite 200
Colorado Springs
United States of America (USA)
80903

More information about ERICKSON, BROWN & KLOSTER, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC

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
0012017-01-01PHILIP ERICKSON PHILIP ERICKSON2018-07-17
0012016-01-01PHILIP ERICKSON PHILIP ERICKSON2017-10-13
0012015-01-01PHILIP ERICKSON2016-10-07 PHILIP ERICKSON2016-10-07
0012014-01-01PHILIP ERICKSON2015-10-12 PHILIP ERICKSON2015-10-12
0012013-01-01JAY P. KLOSTER2014-08-18 JAY P. KLOSTER2014-08-18
0012012-01-01JAY P. KLOSTER2013-10-08 JAY P. KLOSTER2013-10-08
0012011-01-01JAY P. KLOSTER2012-10-12 JAY P. KLOSTER2012-10-12
0012010-01-01D. STEVEN ERICKSON2011-05-27 D. STEVEN ERICKSON2011-05-27

Plan Statistics for PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC

401k plan membership statisitcs for PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC

Measure Date Value
2022: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2022 401k membership
Total participants, beginning-of-year2022-01-0174
Total number of active participants reported on line 7a of the Form 55002022-01-0168
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-0183
Total participants2022-01-0183
Number of participants with account balances2022-01-0173
2021: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2021 401k membership
Total participants, beginning-of-year2021-01-0155
Total number of active participants reported on line 7a of the Form 55002021-01-0163
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0174
Number of participants with account balances2021-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2020 401k membership
Total participants, beginning-of-year2020-01-0153
Total number of active participants reported on line 7a of the Form 55002020-01-0143
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0155
Number of participants with account balances2020-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2019 401k membership
Total participants, beginning-of-year2019-01-0139
Total number of active participants reported on line 7a of the Form 55002019-01-0143
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0150
Number of participants with account balances2019-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2018 401k membership
Total participants, beginning-of-year2018-01-0146
Total number of active participants reported on line 7a of the Form 55002018-01-0132
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0138
Number of participants with account balances2018-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2017 401k membership
Total participants, beginning-of-year2017-01-0142
Total number of active participants reported on line 7a of the Form 55002017-01-0132
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0146
Number of participants with account balances2017-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2016 401k membership
Total participants, beginning-of-year2016-01-0137
Total number of active participants reported on line 7a of the Form 55002016-01-0132
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0142
Number of participants with account balances2016-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC

Measure Date Value
2022 : PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2022 401k financial data
Total income from all sources2022-12-31$-335,128
Expenses. Total of all expenses incurred2022-12-31$116,939
Benefits paid (including direct rollovers)2022-12-31$116,939
Total plan assets at end of year2022-12-31$5,430,400
Total plan assets at beginning of year2022-12-31$5,882,467
Value of fidelity bond covering the plan2022-12-31$1,350,000
Total contributions received or receivable from participants2022-12-31$445,707
Contributions received from other sources (not participants or employers)2022-12-31$104,761
Other income received2022-12-31$-1,099,158
Net income (gross income less expenses)2022-12-31$-452,067
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,430,400
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,882,467
Assets. Value of participant loans2022-12-31$2,697
Total contributions received or receivable from employer(s)2022-12-31$213,562
2021 : PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2021 401k financial data
Total income from all sources2021-12-31$1,396,374
Expenses. Total of all expenses incurred2021-12-31$186,144
Benefits paid (including direct rollovers)2021-12-31$171,062
Total plan assets at end of year2021-12-31$5,882,467
Total plan assets at beginning of year2021-12-31$4,672,237
Value of fidelity bond covering the plan2021-12-31$1,350,000
Total contributions received or receivable from participants2021-12-31$355,210
Contributions received from other sources (not participants or employers)2021-12-31$145,286
Other income received2021-12-31$753,230
Net income (gross income less expenses)2021-12-31$1,210,230
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,882,467
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,672,237
Assets. Value of participant loans2021-12-31$23,897
Total contributions received or receivable from employer(s)2021-12-31$142,648
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$15,082
2020 : PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2020 401k financial data
Total income from all sources2020-12-31$1,083,571
Expenses. Total of all expenses incurred2020-12-31$143,333
Benefits paid (including direct rollovers)2020-12-31$143,333
Total plan assets at end of year2020-12-31$4,672,237
Total plan assets at beginning of year2020-12-31$3,731,999
Value of fidelity bond covering the plan2020-12-31$1,350,000
Total contributions received or receivable from participants2020-12-31$301,428
Contributions received from other sources (not participants or employers)2020-12-31$31,564
Other income received2020-12-31$629,282
Net income (gross income less expenses)2020-12-31$940,238
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,672,237
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,731,999
Assets. Value of participant loans2020-12-31$48,223
Total contributions received or receivable from employer(s)2020-12-31$121,297
2019 : PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2019 401k financial data
Total income from all sources2019-12-31$1,195,643
Expenses. Total of all expenses incurred2019-12-31$901,551
Benefits paid (including direct rollovers)2019-12-31$901,551
Total plan assets at end of year2019-12-31$3,731,999
Total plan assets at beginning of year2019-12-31$3,437,907
Value of fidelity bond covering the plan2019-12-31$1,350,000
Total contributions received or receivable from participants2019-12-31$290,920
Contributions received from other sources (not participants or employers)2019-12-31$168,821
Other income received2019-12-31$624,151
Net income (gross income less expenses)2019-12-31$294,092
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,731,999
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,437,907
Assets. Value of participant loans2019-12-31$57,167
Assets. Value of assets in partnership/joint-venture interests2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$111,751
2018 : PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2018 401k financial data
Total income from all sources2018-12-31$364,697
Expenses. Total of all expenses incurred2018-12-31$4,856,328
Benefits paid (including direct rollovers)2018-12-31$4,856,328
Total plan assets at end of year2018-12-31$3,437,907
Total plan assets at beginning of year2018-12-31$7,929,538
Value of fidelity bond covering the plan2018-12-31$1,350,000
Total contributions received or receivable from participants2018-12-31$228,690
Contributions received from other sources (not participants or employers)2018-12-31$66,848
Other income received2018-12-31$-21,396
Net income (gross income less expenses)2018-12-31$-4,491,631
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,437,907
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,929,538
Assets. Value of participant loans2018-12-31$70,140
Assets. Value of assets in partnership/joint-venture interests2018-12-31$848,843
Total contributions received or receivable from employer(s)2018-12-31$90,555
2017 : PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2017 401k financial data
Total income from all sources2017-12-31$1,465,329
Expenses. Total of all expenses incurred2017-12-31$184,777
Benefits paid (including direct rollovers)2017-12-31$184,777
Total plan assets at end of year2017-12-31$7,929,538
Total plan assets at beginning of year2017-12-31$6,648,986
Value of fidelity bond covering the plan2017-12-31$1,350,000
Total contributions received or receivable from participants2017-12-31$209,327
Assets. Value of loans (other than to participants)2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$18,726
Other income received2017-12-31$1,164,170
Net income (gross income less expenses)2017-12-31$1,280,552
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,929,538
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,648,986
Assets. Value of participant loans2017-12-31$83,068
Assets. Value of assets in partnership/joint-venture interests2017-12-31$699,338
Total contributions received or receivable from employer(s)2017-12-31$73,106
2016 : PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2016 401k financial data
Total income from all sources2016-12-31$822,406
Expenses. Total of all expenses incurred2016-12-31$26,755
Benefits paid (including direct rollovers)2016-12-31$26,755
Total plan assets at end of year2016-12-31$6,648,986
Total plan assets at beginning of year2016-12-31$5,853,335
Value of fidelity bond covering the plan2016-12-31$1,350,000
Total contributions received or receivable from participants2016-12-31$191,086
Assets. Value of loans (other than to participants)2016-12-31$820,000
Other income received2016-12-31$563,678
Net income (gross income less expenses)2016-12-31$795,651
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,648,986
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,853,335
Assets. Value of participant loans2016-12-31$121,427
Total contributions received or receivable from employer(s)2016-12-31$67,642

Form 5500 Responses for PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC

2022: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING PLAN OF ERICKSON,BROWN &KLOSTER PC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136842
Policy instance 1
Insurance contract or identification number136842
Number of Individuals Covered73
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136842
Policy instance 1
Insurance contract or identification number136842
Number of Individuals Covered65
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136842
Policy instance 1
Insurance contract or identification number136842
Number of Individuals Covered54
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136842
Policy instance 1
Insurance contract or identification number136842
Number of Individuals Covered51
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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