401k Plan data: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST plan

ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 401k Plan overview

Plan Name	ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST
Plan identification number	002

ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING 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.
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.

401k Sponsoring company profile

ERICKSON, COSTELLO, BUTLER, ERICKSON, OPTOMETRISTS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: ERICKSON, COSTELLO, BUTLER, ERICKSON, OPTOMETRISTS, P.A.

Employer identification number (EIN): 591272975

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-02-01 DAVID BUTLER 2023-11-13
002 2021-02-01 DAVID BUTLER 2022-09-23
002 2020-02-01 DAVID BUTLER 2021-11-02
002 2019-02-01 DAVID BUTLER 2020-10-27
002 2018-02-01
002 2017-02-01 DAVID BUTLER
002 2016-02-01 DAVID BUTLER
002 2015-02-01 DAVID BUTLER
002 2014-02-01 DAVID BUTLER
002 2013-02-01 DAVID BUTLER
002 2012-02-01 DAVID BUTLER
002 2011-02-01 DAVID BUTLER
002 2009-02-01 DAVID BUTLER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-02-01	DAVID BUTLER	2023-11-13
002	2021-02-01	DAVID BUTLER	2022-09-23
002	2020-02-01	DAVID BUTLER	2021-11-02
002	2019-02-01	DAVID BUTLER	2020-10-27
002	2018-02-01
002	2017-02-01	DAVID BUTLER
002	2016-02-01	DAVID BUTLER
002	2015-02-01	DAVID BUTLER
002	2014-02-01	DAVID BUTLER
002	2013-02-01	DAVID BUTLER
002	2012-02-01	DAVID BUTLER
002	2011-02-01	DAVID BUTLER
002	2009-02-01	DAVID BUTLER

Plan Statistics for ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST

401k plan membership statisitcs for ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST

Measure Date Value
2018: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2018 401k membership
Total participants, beginning-of-year 2018-02-01 20
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 16
Number of retired or separated participants receiving benefits 2018-02-01 0
Number of other retired or separated participants entitled to future benefits 2018-02-01 1
Total of all active and inactive participants 2018-02-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 17
Number of participants with account balances 2018-02-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 1
2017: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2017 401k membership
Total participants, beginning-of-year 2017-02-01 20
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 15
Number of retired or separated participants receiving benefits 2017-02-01 2
Number of other retired or separated participants entitled to future benefits 2017-02-01 1
Total of all active and inactive participants 2017-02-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 18
Number of participants with account balances 2017-02-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0
2016: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2016 401k membership
Total participants, beginning-of-year 2016-02-01 25
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 12
Number of retired or separated participants receiving benefits 2016-02-01 2
Number of other retired or separated participants entitled to future benefits 2016-02-01 5
Total of all active and inactive participants 2016-02-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 0
Total participants 2016-02-01 19
Number of participants with account balances 2016-02-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 1
2015: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year 2015-02-01 26
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 17
Number of retired or separated participants receiving benefits 2015-02-01 2
Number of other retired or separated participants entitled to future benefits 2015-02-01 5
Total of all active and inactive participants 2015-02-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 24
Number of participants with account balances 2015-02-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year 2014-02-01 27
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 17
Number of retired or separated participants receiving benefits 2014-02-01 3
Number of other retired or separated participants entitled to future benefits 2014-02-01 6
Total of all active and inactive participants 2014-02-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 26
Number of participants with account balances 2014-02-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year 2013-02-01 27
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 21
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 5
Total of all active and inactive participants 2013-02-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 26
Number of participants with account balances 2013-02-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 1
2012: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year 2012-02-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 19
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 5
Total of all active and inactive participants 2012-02-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 24
Number of participants with account balances 2012-02-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year 2011-02-01 25
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 18
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 5
Total of all active and inactive participants 2011-02-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 23
Number of participants with account balances 2011-02-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 1
2009: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year 2009-02-01 26
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 23
Number of retired or separated participants receiving benefits 2009-02-01 1
Number of other retired or separated participants entitled to future benefits 2009-02-01 0
Total of all active and inactive participants 2009-02-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 24
Number of participants with account balances 2009-02-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2018: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2018 401k membership
Total participants, beginning-of-year	2018-02-01	20
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	16
Number of retired or separated participants receiving benefits	2018-02-01	0
Number of other retired or separated participants entitled to future benefits	2018-02-01	1
Total of all active and inactive participants	2018-02-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	17
Number of participants with account balances	2018-02-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	1
2017: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2017 401k membership
Total participants, beginning-of-year	2017-02-01	20
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	15
Number of retired or separated participants receiving benefits	2017-02-01	2
Number of other retired or separated participants entitled to future benefits	2017-02-01	1
Total of all active and inactive participants	2017-02-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	18
Number of participants with account balances	2017-02-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0
2016: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2016 401k membership
Total participants, beginning-of-year	2016-02-01	25
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	12
Number of retired or separated participants receiving benefits	2016-02-01	2
Number of other retired or separated participants entitled to future benefits	2016-02-01	5
Total of all active and inactive participants	2016-02-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	0
Total participants	2016-02-01	19
Number of participants with account balances	2016-02-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	1
2015: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year	2015-02-01	26
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	17
Number of retired or separated participants receiving benefits	2015-02-01	2
Number of other retired or separated participants entitled to future benefits	2015-02-01	5
Total of all active and inactive participants	2015-02-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	24
Number of participants with account balances	2015-02-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year	2014-02-01	27
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	17
Number of retired or separated participants receiving benefits	2014-02-01	3
Number of other retired or separated participants entitled to future benefits	2014-02-01	6
Total of all active and inactive participants	2014-02-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	26
Number of participants with account balances	2014-02-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year	2013-02-01	27
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	21
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	5
Total of all active and inactive participants	2013-02-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	26
Number of participants with account balances	2013-02-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	1
2012: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year	2012-02-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	19
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	5
Total of all active and inactive participants	2012-02-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	24
Number of participants with account balances	2012-02-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year	2011-02-01	25
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	18
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	5
Total of all active and inactive participants	2011-02-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	23
Number of participants with account balances	2011-02-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	1
2009: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year	2009-02-01	26
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	23
Number of retired or separated participants receiving benefits	2009-02-01	1
Number of other retired or separated participants entitled to future benefits	2009-02-01	0
Total of all active and inactive participants	2009-02-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	24
Number of participants with account balances	2009-02-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST

Measure	Date	Value
2019 : ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-01-31	$0
2018 : ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2018 401k financial data
Total income from all sources	2018-01-31	$463,122
Expenses. Total of all expenses incurred	2018-01-31	$394,420
Benefits paid (including direct rollovers)	2018-01-31	$359,795
Total plan assets at end of year	2018-01-31	$4,476,860
Total plan assets at beginning of year	2018-01-31	$4,408,158
Value of fidelity bond covering the plan	2018-01-31	$2,000,000
Total contributions received or receivable from participants	2018-01-31	$59,920
Assets. Value of loans (other than to participants)	2018-01-31	$926,992
Contributions received from other sources (not participants or employers)	2018-01-31	$8,726
Other income received	2018-01-31	$362,015
Net income (gross income less expenses)	2018-01-31	$68,702
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$4,476,860
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$4,408,158
Assets. Value of participant loans	2018-01-31	$15,690
Assets. Value of real-estate (other than employer real property)	2018-01-31	$0
Total contributions received or receivable from employer(s)	2018-01-31	$32,461
Expenses. Administrative service providers (salaries,fees and commissions)	2018-01-31	$34,625
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-01-31	$0
2017 : ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2017 401k financial data
Total income from all sources	2017-01-31	$549,945
Expenses. Total of all expenses incurred	2017-01-31	$157,227
Benefits paid (including direct rollovers)	2017-01-31	$148,171
Total plan assets at end of year	2017-01-31	$4,408,158
Total plan assets at beginning of year	2017-01-31	$4,015,440
Value of fidelity bond covering the plan	2017-01-31	$2,000,000
Total contributions received or receivable from participants	2017-01-31	$73,291
Assets. Value of loans (other than to participants)	2017-01-31	$991,642
Other income received	2017-01-31	$408,783
Net income (gross income less expenses)	2017-01-31	$392,718
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$4,408,158
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$4,015,440
Assets. Value of participant loans	2017-01-31	$1,071
Assets. Value of real-estate (other than employer real property)	2017-01-31	$120,000
Total contributions received or receivable from employer(s)	2017-01-31	$67,871
Expenses. Administrative service providers (salaries,fees and commissions)	2017-01-31	$9,056
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-01-31	$0
2016 : ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2016 401k financial data
Total income from all sources	2016-01-31	$348,680
Expenses. Total of all expenses incurred	2016-01-31	$63,167
Benefits paid (including direct rollovers)	2016-01-31	$54,214
Total plan assets at end of year	2016-01-31	$4,015,440
Total plan assets at beginning of year	2016-01-31	$3,729,927
Value of fidelity bond covering the plan	2016-01-31	$2,000,000
Total contributions received or receivable from participants	2016-01-31	$98,118
Assets. Value of loans (other than to participants)	2016-01-31	$991,642
Other income received	2016-01-31	$208,547
Net income (gross income less expenses)	2016-01-31	$285,513
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$4,015,440
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$3,729,927
Assets. Value of participant loans	2016-01-31	$2,058
Assets. Value of real-estate (other than employer real property)	2016-01-31	$120,000
Total contributions received or receivable from employer(s)	2016-01-31	$42,015
Expenses. Administrative service providers (salaries,fees and commissions)	2016-01-31	$8,953
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-01-31	$0
2015 : ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2015 401k financial data
Total income from all sources	2015-01-31	$244,578
Expenses. Total of all expenses incurred	2015-01-31	$211,458
Benefits paid (including direct rollovers)	2015-01-31	$200,913
Total plan assets at end of year	2015-01-31	$3,729,927
Total plan assets at beginning of year	2015-01-31	$3,696,807
Value of fidelity bond covering the plan	2015-01-31	$2,000,000
Total contributions received or receivable from participants	2015-01-31	$96,721
Assets. Value of loans (other than to participants)	2015-01-31	$1,025,760
Contributions received from other sources (not participants or employers)	2015-01-31	$80,287
Other income received	2015-01-31	$25,200
Net income (gross income less expenses)	2015-01-31	$33,120
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$3,729,927
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$3,696,807
Assets. Value of participant loans	2015-01-31	$609
Assets. Value of real-estate (other than employer real property)	2015-01-31	$122,000
Total contributions received or receivable from employer(s)	2015-01-31	$42,370
Expenses. Administrative service providers (salaries,fees and commissions)	2015-01-31	$10,545
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-01-31	$0
2014 : ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2014 401k financial data
Total income from all sources	2014-01-31	$390,048
Expenses. Total of all expenses incurred	2014-01-31	$63,915
Benefits paid (including direct rollovers)	2014-01-31	$57,698
Total plan assets at end of year	2014-01-31	$3,696,807
Total plan assets at beginning of year	2014-01-31	$3,370,674
Value of fidelity bond covering the plan	2014-01-31	$2,000,000
Total contributions received or receivable from participants	2014-01-31	$54,295
Assets. Value of loans (other than to participants)	2014-01-31	$778,531
Expenses. Other expenses not covered elsewhere	2014-01-31	$0
Other income received	2014-01-31	$295,923
Net income (gross income less expenses)	2014-01-31	$326,133
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$3,696,807
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$3,370,674
Assets. Value of participant loans	2014-01-31	$1,809
Assets. Value of real-estate (other than employer real property)	2014-01-31	$194,000
Total contributions received or receivable from employer(s)	2014-01-31	$39,830
Expenses. Administrative service providers (salaries,fees and commissions)	2014-01-31	$6,217
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
2013 : ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2013 401k financial data
Total income from all sources	2013-01-31	$297,036
Expenses. Total of all expenses incurred	2013-01-31	$70,714
Total plan assets at end of year	2013-01-31	$3,370,674
Total plan assets at beginning of year	2013-01-31	$3,144,352
Value of fidelity bond covering the plan	2013-01-31	$2,000,000
Total contributions received or receivable from participants	2013-01-31	$54,041
Other income received	2013-01-31	$162,995
Net income (gross income less expenses)	2013-01-31	$226,322
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$3,370,674
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$3,144,352
Assets. Value of participant loans	2013-01-31	$810,020
Assets. Value of real-estate (other than employer real property)	2013-01-31	$185,000
Total contributions received or receivable from employer(s)	2013-01-31	$80,000
Value of corrective distributions	2013-01-31	$63,920
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-31	$6,794
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
2012 : ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2012 401k financial data
Total income from all sources	2012-01-31	$13,780
Expenses. Total of all expenses incurred	2012-01-31	$86,314
Benefits paid (including direct rollovers)	2012-01-31	$72,304
Total plan assets at end of year	2012-01-31	$3,144,352
Total plan assets at beginning of year	2012-01-31	$3,216,886
Value of fidelity bond covering the plan	2012-01-31	$1,075,000
Total contributions received or receivable from participants	2012-01-31	$56,952
Assets. Value of loans (other than to participants)	2012-01-31	$828,647
Other income received	2012-01-31	$-118,172
Net income (gross income less expenses)	2012-01-31	$-72,534
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$3,144,352
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$3,216,886
Assets. Value of participant loans	2012-01-31	$2,229
Assets. Value of real-estate (other than employer real property)	2012-01-31	$225,000
Total contributions received or receivable from employer(s)	2012-01-31	$75,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$14,010
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
2011 : ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2011 401k financial data
Total income from all sources	2011-01-31	$275,028
Expenses. Total of all expenses incurred	2011-01-31	$17,503
Benefits paid (including direct rollovers)	2011-01-31	$12,901
Total plan assets at end of year	2011-01-31	$3,216,886
Total plan assets at beginning of year	2011-01-31	$2,959,361
Value of fidelity bond covering the plan	2011-01-31	$1,075,000
Total contributions received or receivable from participants	2011-01-31	$55,557
Assets. Value of loans (other than to participants)	2011-01-31	$845,812
Expenses. Other expenses not covered elsewhere	2011-01-31	$4,602
Other income received	2011-01-31	$154,471
Net income (gross income less expenses)	2011-01-31	$257,525
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$3,216,886
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$2,959,361
Assets. Value of participant loans	2011-01-31	$10,288
Assets. Value of real-estate (other than employer real property)	2011-01-31	$270,000
Total contributions received or receivable from employer(s)	2011-01-31	$65,000
2010 : ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST

2018: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	No
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	No
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Submission has been amended	No
2015-02-01	This submission is the final filing	No
2015-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-02-01	Plan is a collectively bargained plan	No
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2009: ERICKSON, COSTELLO, BUTLER, ERICKSON OPTOMETRISTS, P.A. PROFIT SHARING TRUST 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )

Policy contract number

0360160

Policy instance

Insurance contract or identification number	0360160
Number of Individuals Covered	0
Insurance policy start date	2018-01-02
Insurance policy end date	2019-01-01
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	NON-MONETARY COMPENSATION
Insurance broker organization code?	3

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

I00007607A

Policy instance

Insurance contract or identification number	I00007607A
Number of Individuals Covered	0
Insurance policy start date	2018-02-01
Insurance policy end date	2019-01-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	NA
Insurance broker organization code?	3

LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )

Policy contract number

0360160

Policy instance

Insurance contract or identification number	0360160
Number of Individuals Covered	1
Insurance policy start date	2017-01-02
Insurance policy end date	2018-01-01
Total amount of commissions paid to insurance broker	USD $4,580
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,580
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	NON-MONETARY COMPENSATION
Insurance broker organization code?	3
Insurance broker name	PAUL M. LAWLESS

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )

Policy contract number

I00007607A

Policy instance

Insurance contract or identification number	I00007607A
Number of Individuals Covered	1
Insurance policy start date	2017-02-01
Insurance policy end date	2018-01-31
Total amount of commissions paid to insurance broker	USD $1,953
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $791
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	NA
Insurance broker organization code?	3
Insurance broker name	GREGORY W EDWARD

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Company Name:	ERICKSON, COSTELLO, BUTLER, ERICKSON, OPTOMETRISTS, P.A.
Employer identification number (EIN):	591272975
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists