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EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC 401k Plan overview

Plan NameEE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC
Plan identification number 002

EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY 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.
  • 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.
  • 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

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

Company Name:COLORADO OPHTHALMOLOGY ASSOCIATES PC
Employer identification number (EIN):840596940
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01JAMES PATTERSON2020-08-20
0022018-01-01JAMES PATTERSON2019-05-08
0022017-01-01JAMES PATTERSON2018-08-09
0022016-02-01JAMES PATTERSON2017-09-22
0022015-02-01JAMES PATTERSON2016-11-11
0022014-02-01JAMES A. PATTERSON, MD JAMES A. PATTERSON, MD2015-05-22
0022013-02-01JAMES A. PATTERSON, MD JAMES A. PATTERSON, MD2014-07-24
0022011-02-01JAMES A. PATTERSON, MD JAMES A. PATTERSON, MD2012-05-03
0022010-02-01JAMES A. PATTERSON, MD JAMES A. PATTERSON, MD2011-07-05
0022009-02-01JAMES A. PATTERSON, MD

Plan Statistics for EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC

401k plan membership statisitcs for EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC

Measure Date Value
2014: EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC 2014 401k membership
Total participants, beginning-of-year2014-02-0119
Total number of active participants reported on line 7a of the Form 55002014-02-0120
Number of other retired or separated participants entitled to future benefits2014-02-012
Total of all active and inactive participants2014-02-0122
Total participants2014-02-0122
Number of participants with account balances2014-02-0118
2013: EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC 2013 401k membership
Total participants, beginning-of-year2013-02-0121
Total number of active participants reported on line 7a of the Form 55002013-02-0119
Total of all active and inactive participants2013-02-0119
Total participants2013-02-0119
Number of participants with account balances2013-02-0119
2011: EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC 2011 401k membership
Total participants, beginning-of-year2011-02-0122
Total number of active participants reported on line 7a of the Form 55002011-02-0120
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-010
Total of all active and inactive participants2011-02-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-0120
Number of participants with account balances2011-02-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
2010: EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC 2010 401k membership
Total participants, beginning-of-year2010-02-0120
Total number of active participants reported on line 7a of the Form 55002010-02-0120
Number of retired or separated participants receiving benefits2010-02-010
Number of other retired or separated participants entitled to future benefits2010-02-012
Total of all active and inactive participants2010-02-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-010
Total participants2010-02-0122
Number of participants with account balances2010-02-0122
2009: EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC 2009 401k membership
Total participants, beginning-of-year2009-02-0120
Total number of active participants reported on line 7a of the Form 55002009-02-0118
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-012
Total of all active and inactive participants2009-02-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-0120
Number of participants with account balances2009-02-0120

Financial Data on EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC

Measure Date Value
2015 : EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC 2015 401k financial data
Total income from all sources2015-01-31$321,927
Expenses. Total of all expenses incurred2015-01-31$161,663
Benefits paid (including direct rollovers)2015-01-31$147,684
Total plan assets at end of year2015-01-31$3,096,190
Total plan assets at beginning of year2015-01-31$2,935,926
Value of fidelity bond covering the plan2015-01-31$300,000
Total contributions received or receivable from participants2015-01-31$134,609
Other income received2015-01-31$141,223
Net income (gross income less expenses)2015-01-31$160,264
Net plan assets at end of year (total assets less liabilities)2015-01-31$3,096,190
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$2,935,926
Assets. Value of participant loans2015-01-31$55,372
Total contributions received or receivable from employer(s)2015-01-31$46,095
Expenses. Administrative service providers (salaries,fees and commissions)2015-01-31$13,979
2014 : EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC 2014 401k financial data
Total income from all sources2014-01-31$411,544
Expenses. Total of all expenses incurred2014-01-31$77,725
Benefits paid (including direct rollovers)2014-01-31$64,099
Total plan assets at end of year2014-01-31$2,935,926
Total plan assets at beginning of year2014-01-31$2,602,107
Value of fidelity bond covering the plan2014-01-31$265,000
Total contributions received or receivable from participants2014-01-31$101,130
Contributions received from other sources (not participants or employers)2014-01-31$0
Other income received2014-01-31$272,982
Net income (gross income less expenses)2014-01-31$333,819
Net plan assets at end of year (total assets less liabilities)2014-01-31$2,935,926
Net plan assets at beginning of year (total assets less liabilities)2014-01-31$2,602,107
Assets. Value of participant loans2014-01-31$70,261
Total contributions received or receivable from employer(s)2014-01-31$37,432
Expenses. Administrative service providers (salaries,fees and commissions)2014-01-31$13,626
2012 : EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC 2012 401k financial data
Total income from all sources2012-01-31$241,114
Expenses. Total of all expenses incurred2012-01-31$44,600
Benefits paid (including direct rollovers)2012-01-31$30,474
Total plan assets at end of year2012-01-31$2,244,364
Total plan assets at beginning of year2012-01-31$2,047,850
Value of fidelity bond covering the plan2012-01-31$200,000
Total contributions received or receivable from participants2012-01-31$82,315
Other income received2012-01-31$122,123
Net income (gross income less expenses)2012-01-31$196,514
Net plan assets at end of year (total assets less liabilities)2012-01-31$2,244,364
Net plan assets at beginning of year (total assets less liabilities)2012-01-31$2,047,850
Assets. Value of participant loans2012-01-31$77,086
Total contributions received or receivable from employer(s)2012-01-31$36,676
Expenses. Administrative service providers (salaries,fees and commissions)2012-01-31$14,126
2011 : EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC 2011 401k financial data
Total income from all sources2011-01-31$456,211
Expenses. Total of all expenses incurred2011-01-31$67,915
Benefits paid (including direct rollovers)2011-01-31$53,233
Total plan assets at end of year2011-01-31$2,047,850
Total plan assets at beginning of year2011-01-31$1,659,554
Value of fidelity bond covering the plan2011-01-31$200,000
Total contributions received or receivable from participants2011-01-31$78,480
Other income received2011-01-31$342,021
Net income (gross income less expenses)2011-01-31$388,296
Net plan assets at end of year (total assets less liabilities)2011-01-31$2,047,850
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$1,659,554
Assets. Value of participant loans2011-01-31$30,984
Total contributions received or receivable from employer(s)2011-01-31$35,710
Expenses. Administrative service providers (salaries,fees and commissions)2011-01-31$14,682

Form 5500 Responses for EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC

2014: EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement – InsuranceYes
2014-02-01Plan benefit arrangement - TrustYes
2013: EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement – InsuranceYes
2013-02-01Plan benefit arrangement - TrustYes
2011: EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan 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 number102273
Policy instance 1
Insurance contract or identification number102273
Number of Individuals Covered18
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,979
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13979
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?7
Insurance broker nameRUBINBROWN ADVISORS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number102273
Policy instance 1
Insurance contract or identification number102273
Number of Individuals Covered19
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,626
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13626
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?7
Insurance broker nameRUBINBROWN ADVISORS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered20
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of fees paid to insurance companyUSD $6,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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