401k Plan data: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN plan

VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 401k Plan overview

Plan Name	VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN
Plan identification number	002

VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

VISION ASSOCIATES PC has sponsored the creation of one or more 401k plans.

Company Name: VISION ASSOCIATES PC

Employer identification number (EIN): 382202407

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Additional information about VISION ASSOCIATES PC

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2012-02-13

Company Identification Number: 20121094746

Legal Registered Office Address: 811 15th St #212

Greeley
United States of America (USA)
80631

More information about VISION ASSOCIATES PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JOHN C POGGIOLO 2023-06-07 JOHN C POGGIOLO 2023-06-07
002 2021-01-01 JOHN C POGGIOLO 2022-07-13 JOHN C POGGIOLO 2022-07-13
002 2020-01-01 JOHN C POGGIOLO 2021-07-07 JOHN C POGGIOLO 2021-07-07
002 2019-01-01 JOHN C POGGIOLO 2020-08-05 JOHN C POGGIOLO 2020-08-05
002 2018-01-01 JOHN C POGGIOLO 2019-07-10 JOHN C POGGIOLO 2019-07-10
002 2017-01-01 JOHN C POGGIOLO 2018-07-18 JOHN C POGGIOLO 2018-07-18
002 2016-01-01 JOHN C POGGIOLO 2017-08-21 JOHN C POGGIOLO 2017-08-21
002 2015-01-01 JOHN C POGGIOLO JOHN C POGGIOLO 2016-05-27
002 2014-01-01 JOHN C POGGIOLO JOHN C POGGIOLO 2015-07-30
002 2013-01-01 JOHN C POGGIOLO JOHN C POGGIOLO 2014-06-26
002 2012-01-01 JOHN C POGGIOLO JOHN C POGGIOLO 2013-07-29
002 2011-01-01 JOHN C POGGIOLO JOHN C POGGIOLO 2012-08-20
002 2009-01-01 JOHN C POGGIOLO JOHN C POGGIOLO 2010-06-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JOHN C POGGIOLO	2023-06-07	JOHN C POGGIOLO	2023-06-07
002	2021-01-01	JOHN C POGGIOLO	2022-07-13	JOHN C POGGIOLO	2022-07-13
002	2020-01-01	JOHN C POGGIOLO	2021-07-07	JOHN C POGGIOLO	2021-07-07
002	2019-01-01	JOHN C POGGIOLO	2020-08-05	JOHN C POGGIOLO	2020-08-05
002	2018-01-01	JOHN C POGGIOLO	2019-07-10	JOHN C POGGIOLO	2019-07-10
002	2017-01-01	JOHN C POGGIOLO	2018-07-18	JOHN C POGGIOLO	2018-07-18
002	2016-01-01	JOHN C POGGIOLO	2017-08-21	JOHN C POGGIOLO	2017-08-21
002	2015-01-01	JOHN C POGGIOLO		JOHN C POGGIOLO	2016-05-27
002	2014-01-01	JOHN C POGGIOLO		JOHN C POGGIOLO	2015-07-30
002	2013-01-01	JOHN C POGGIOLO		JOHN C POGGIOLO	2014-06-26
002	2012-01-01	JOHN C POGGIOLO		JOHN C POGGIOLO	2013-07-29
002	2011-01-01	JOHN C POGGIOLO		JOHN C POGGIOLO	2012-08-20
002	2009-01-01	JOHN C POGGIOLO		JOHN C POGGIOLO	2010-06-07

Plan Statistics for VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN

401k plan membership statisitcs for VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN

Measure Date Value
2015: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 7
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
2014: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 8
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
2013: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 9
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 11
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
2011: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 9
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
2009: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 10
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10

Measure	Date	Value
2015: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	7
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
2014: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	8
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
2013: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	9
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	11
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
2011: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	9
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
2009: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	10
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10

Financial Data on VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN

Measure	Date	Value
2015 : VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$81,221
Expenses. Total of all expenses incurred	2015-12-31	$40,135
Benefits paid (including direct rollovers)	2015-12-31	$30,692
Total plan assets at end of year	2015-12-31	$2,378,771
Total plan assets at beginning of year	2015-12-31	$2,337,685
Value of fidelity bond covering the plan	2015-12-31	$400,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$9,443
Other income received	2015-12-31	$36,221
Net income (gross income less expenses)	2015-12-31	$41,086
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,378,771
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,337,685
Total contributions received or receivable from employer(s)	2015-12-31	$45,000
2014 : VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$164,381
Expenses. Total of all expenses incurred	2014-12-31	$7,776
Benefits paid (including direct rollovers)	2014-12-31	$149
Total plan assets at end of year	2014-12-31	$2,337,685
Total plan assets at beginning of year	2014-12-31	$2,181,080
Value of fidelity bond covering the plan	2014-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$7,627
Other income received	2014-12-31	$114,381
Net income (gross income less expenses)	2014-12-31	$156,605
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,337,685
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,181,080
Total contributions received or receivable from employer(s)	2014-12-31	$50,000
2013 : VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$229,136
Expenses. Total of all expenses incurred	2013-12-31	$6,834
Benefits paid (including direct rollovers)	2013-12-31	$705
Total plan assets at end of year	2013-12-31	$2,181,080
Total plan assets at beginning of year	2013-12-31	$1,958,778
Value of fidelity bond covering the plan	2013-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$6,129
Other income received	2013-12-31	$179,136
Net income (gross income less expenses)	2013-12-31	$222,302
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,181,080
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,958,778
Total contributions received or receivable from employer(s)	2013-12-31	$50,000
2012 : VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$191,647
Expenses. Total of all expenses incurred	2012-12-31	$5,157
Total plan assets at end of year	2012-12-31	$1,958,778
Total plan assets at beginning of year	2012-12-31	$1,772,288
Value of fidelity bond covering the plan	2012-12-31	$170,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$5,157
Other income received	2012-12-31	$141,647
Net income (gross income less expenses)	2012-12-31	$186,490
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,958,778
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,772,288
Total contributions received or receivable from employer(s)	2012-12-31	$50,000
2011 : VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$76,015
Expenses. Total of all expenses incurred	2011-12-31	$7,999
Benefits paid (including direct rollovers)	2011-12-31	$2,879
Total plan assets at end of year	2011-12-31	$1,772,288
Total plan assets at beginning of year	2011-12-31	$1,704,272
Value of fidelity bond covering the plan	2011-12-31	$170,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,120
Other income received	2011-12-31	$24,131
Net income (gross income less expenses)	2011-12-31	$68,016
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,772,288
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,704,272
Total contributions received or receivable from employer(s)	2011-12-31	$51,884
2010 : VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$185,835
Expenses. Total of all expenses incurred	2010-12-31	$4,566
Total plan assets at end of year	2010-12-31	$1,704,272
Total plan assets at beginning of year	2010-12-31	$1,523,003
Value of fidelity bond covering the plan	2010-12-31	$170,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$4,566
Other income received	2010-12-31	$130,835
Net income (gross income less expenses)	2010-12-31	$181,269
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,704,272
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,523,003
Total contributions received or receivable from employer(s)	2010-12-31	$55,000

Form 5500 Responses for VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN

2015: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED 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: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED 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: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED 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: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED 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: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED 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
2009: VISION ASSOCIATES PC THIRD AMENDED AND RESTATED PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	VISION ASSOCIATES PC
Employer identification number (EIN):	382202407
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2012-02-13
Company Identification Number:	20121094746
Legal Registered Office Address:	811 15th St #212 Greeley United States of America (USA) 80631