?>
Logo

COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 401k Plan overview

Plan NameCOLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST
Plan identification number 001

COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined 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.
  • 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

COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC has sponsored the creation of one or more 401k plans.

Company Name:COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC
Employer identification number (EIN):841227703
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01ERIC CAPLAN2020-07-28 ERIC CAPLAN2020-07-28
0012018-01-01ERIC CAPLAN2019-07-23 ERIC CAPLAN2019-07-23
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ERIC CAPLAN ERIC CAPLAN2015-09-14
0012013-01-01ERIC CAPLAN ERIC CAPLAN2014-09-08
0012012-01-01ERIC CAPLAN ERIC CAPLAN2013-09-04
0012011-01-01ERIC CAPLAN ERIC CAPLAN2012-09-11
0012009-01-01ERIC CAPLAN ERIC CAPLAN2010-09-07

Plan Statistics for COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST

401k plan membership statisitcs for COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST

Measure Date Value
2019: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
2018: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-017
Total participants2018-01-017
Number of participants with account balances2018-01-017
2017: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0121
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-0119
Total participants2017-01-0119
Number of participants with account balances2017-01-0119
2016: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0121
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0121
Total participants2016-01-0121
Number of participants with account balances2016-01-0121
2015: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0121
Total participants2015-01-0121
Number of participants with account balances2015-01-0121
2014: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0119
Total participants2014-01-0119
Number of participants with account balances2014-01-0119
2013: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0119
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0119
Total participants2013-01-0119
Number of participants with account balances2013-01-0119
2012: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0119
Total participants2012-01-0119
Number of participants with account balances2012-01-0119
2011: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0115
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
2009: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0114
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0117
Total participants2009-01-0117
Number of participants with account balances2009-01-0117

Financial Data on COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST

Measure Date Value
2019 : COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total income from all sources2019-12-31$4,814
Expenses. Total of all expenses incurred2019-12-31$34,861
Benefits paid (including direct rollovers)2019-12-31$34,626
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$30,047
Value of fidelity bond covering the plan2019-12-31$5,000
Other income received2019-12-31$4,814
Net income (gross income less expenses)2019-12-31$-30,047
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$30,047
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$235
2018 : COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$1,671
Total income from all sources2018-12-31$1
Expenses. Total of all expenses incurred2018-12-31$198,042
Benefits paid (including direct rollovers)2018-12-31$197,637
Total plan assets at end of year2018-12-31$30,047
Total plan assets at beginning of year2018-12-31$229,759
Value of fidelity bond covering the plan2018-12-31$30,000
Total contributions received or receivable from participants2018-12-31$0
Other income received2018-12-31$1
Net income (gross income less expenses)2018-12-31$-198,041
Net plan assets at end of year (total assets less liabilities)2018-12-31$30,047
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$228,088
Total contributions received or receivable from employer(s)2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$405
2017 : COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$1,671
Total plan liabilities at beginning of year2017-12-31$1,671
Total income from all sources2017-12-31$200,627
Expenses. Total of all expenses incurred2017-12-31$2,359,883
Benefits paid (including direct rollovers)2017-12-31$2,354,743
Total plan assets at end of year2017-12-31$229,758
Total plan assets at beginning of year2017-12-31$2,389,014
Value of fidelity bond covering the plan2017-12-31$30,000
Total contributions received or receivable from participants2017-12-31$32,200
Other income received2017-12-31$161,343
Net income (gross income less expenses)2017-12-31$-2,159,256
Net plan assets at end of year (total assets less liabilities)2017-12-31$228,087
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,387,343
Total contributions received or receivable from employer(s)2017-12-31$7,084
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,140
2016 : COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$1,671
Total plan liabilities at beginning of year2016-12-31$3,081
Total income from all sources2016-12-31$261,253
Expenses. Total of all expenses incurred2016-12-31$241,768
Benefits paid (including direct rollovers)2016-12-31$233,948
Total plan assets at end of year2016-12-31$2,389,014
Total plan assets at beginning of year2016-12-31$2,370,939
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$66,194
Other income received2016-12-31$166,208
Net income (gross income less expenses)2016-12-31$19,485
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,387,343
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,367,858
Assets. Value of participant loans2016-12-31$17,869
Total contributions received or receivable from employer(s)2016-12-31$28,851
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,820
2015 : COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$3,081
Total plan liabilities at beginning of year2015-12-31$1,514
Total income from all sources2015-12-31$18,368
Expenses. Total of all expenses incurred2015-12-31$19,918
Benefits paid (including direct rollovers)2015-12-31$12,189
Total plan assets at end of year2015-12-31$2,370,939
Total plan assets at beginning of year2015-12-31$2,370,922
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$50,546
Other income received2015-12-31$-60,426
Net income (gross income less expenses)2015-12-31$-1,550
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,367,858
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,369,408
Assets. Value of participant loans2015-12-31$47,401
Total contributions received or receivable from employer(s)2015-12-31$28,248
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,729
2014 : COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$1,514
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$208,682
Expenses. Total of all expenses incurred2014-12-31$7,338
Benefits paid (including direct rollovers)2014-12-31$612
Total plan assets at end of year2014-12-31$2,370,922
Total plan assets at beginning of year2014-12-31$2,168,064
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$45,460
Other income received2014-12-31$135,866
Net income (gross income less expenses)2014-12-31$201,344
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,369,408
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,168,064
Assets. Value of participant loans2014-12-31$50,230
Assets. Value of assets in partnership/joint-venture interests2014-12-31$25,243
Total contributions received or receivable from employer(s)2014-12-31$27,356
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,726
2013 : COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$397,897
Expenses. Total of all expenses incurred2013-12-31$5,160
Total plan assets at end of year2013-12-31$2,168,064
Total plan assets at beginning of year2013-12-31$1,775,327
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$47,160
Other income received2013-12-31$248,912
Net income (gross income less expenses)2013-12-31$392,737
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,168,064
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,775,327
Assets. Value of participant loans2013-12-31$11,856
Total contributions received or receivable from employer(s)2013-12-31$101,825
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,160
2012 : COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$268,026
Expenses. Total of all expenses incurred2012-12-31$5,300
Benefits paid (including direct rollovers)2012-12-31$863
Total plan assets at end of year2012-12-31$1,775,327
Total plan assets at beginning of year2012-12-31$1,512,601
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$43,785
Other income received2012-12-31$124,337
Net income (gross income less expenses)2012-12-31$262,726
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,775,327
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,512,601
Assets. Value of participant loans2012-12-31$11,236
Total contributions received or receivable from employer(s)2012-12-31$99,904
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,437
2011 : COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$117,979
Expenses. Total of all expenses incurred2011-12-31$3,412
Total plan assets at end of year2011-12-31$1,512,601
Total plan assets at beginning of year2011-12-31$1,398,034
Value of fidelity bond covering the plan2011-12-31$180,000
Total contributions received or receivable from participants2011-12-31$41,795
Other income received2011-12-31$-12,721
Net income (gross income less expenses)2011-12-31$114,567
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,512,601
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,398,034
Assets. Value of participant loans2011-12-31$7,775
Total contributions received or receivable from employer(s)2011-12-31$88,905
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,412
2010 : COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$239,210
Expenses. Total of all expenses incurred2010-12-31$39,630
Benefits paid (including direct rollovers)2010-12-31$38,430
Total plan assets at end of year2010-12-31$1,398,034
Total plan assets at beginning of year2010-12-31$1,198,454
Value of fidelity bond covering the plan2010-12-31$175,000
Total contributions received or receivable from participants2010-12-31$41,590
Other income received2010-12-31$107,086
Net income (gross income less expenses)2010-12-31$199,580
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,398,034
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,198,454
Assets. Value of participant loans2010-12-31$9,791
Total contributions received or receivable from employer(s)2010-12-31$90,534
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,200

Form 5500 Responses for COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST

2019: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 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: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COLORADO SPRINGS ALLERGY & ASTHMA CLINIC, PC 401(K) PLAN AND TRUST 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