401k Plan data: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN plan

NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN
Plan identification number	001

NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

NORTHEAST COLORADO FAMILY MEDICINE ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name: NORTHEAST COLORADO FAMILY MEDICINE ASSOCIATES, PC

Employer identification number (EIN): 840803804

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-08-01 CHARLES GERK 2023-05-01 CHARLES GERK 2023-05-01
001 2020-08-01 CHARLES GERK 2021-12-08
001 2019-08-01 CHARLES GERK 2021-03-29
001 2018-08-01 CHARLES GERK 2019-12-26 CHARLES GERK 2019-12-26
001 2017-08-01 CHARLES GERK 2018-10-22 CHARLES GERK 2019-01-07
001 2016-08-01 CHARLES GERK 2017-12-12 CHARLES GERK 2017-12-12
001 2015-08-01 CHARLES GERK 2017-02-09 CHARLES GERK 2017-02-09
001 2014-08-01 CURTIS CLARK CURTIS CLARK 2016-02-27
001 2013-08-01 CURTIS CLARK CURTIS CLARK 2015-05-06
001 2012-08-01 CURTIS CLARK CURTIS CLARK 2014-05-15
001 2011-08-01 CURTIS CLARK CURTIS CLARK 2013-05-10
001 2010-08-01 CURTIS CLARK
001 2009-08-01 CURTIS CLARK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-08-01	CHARLES GERK	2023-05-01	CHARLES GERK	2023-05-01
001	2020-08-01	CHARLES GERK	2021-12-08
001	2019-08-01	CHARLES GERK	2021-03-29
001	2018-08-01	CHARLES GERK	2019-12-26	CHARLES GERK	2019-12-26
001	2017-08-01	CHARLES GERK	2018-10-22	CHARLES GERK	2019-01-07
001	2016-08-01	CHARLES GERK	2017-12-12	CHARLES GERK	2017-12-12
001	2015-08-01	CHARLES GERK	2017-02-09	CHARLES GERK	2017-02-09
001	2014-08-01	CURTIS CLARK		CURTIS CLARK	2016-02-27
001	2013-08-01	CURTIS CLARK		CURTIS CLARK	2015-05-06
001	2012-08-01	CURTIS CLARK		CURTIS CLARK	2014-05-15
001	2011-08-01	CURTIS CLARK		CURTIS CLARK	2013-05-10
001	2010-08-01	CURTIS CLARK
001	2009-08-01	CURTIS CLARK

Plan Statistics for NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN

401k plan membership statisitcs for NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN

Measure Date Value
2014: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 9
Number of retired or separated participants receiving benefits 2014-08-01 0
Number of other retired or separated participants entitled to future benefits 2014-08-01 0
Total of all active and inactive participants 2014-08-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-08-01 0
Total participants 2014-08-01 9
Number of participants with account balances 2014-08-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-08-01 0
2013: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 6
Number of retired or separated participants receiving benefits 2013-08-01 3
Number of other retired or separated participants entitled to future benefits 2013-08-01 0
Total of all active and inactive participants 2013-08-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-08-01 0
Total participants 2013-08-01 9
Number of participants with account balances 2013-08-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-08-01 0
2012: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 4
Number of retired or separated participants receiving benefits 2012-08-01 3
Number of other retired or separated participants entitled to future benefits 2012-08-01 0
Total of all active and inactive participants 2012-08-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-08-01 0
Total participants 2012-08-01 7
Number of participants with account balances 2012-08-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-08-01 0
2011: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 7
Number of retired or separated participants receiving benefits 2011-08-01 1
Number of other retired or separated participants entitled to future benefits 2011-08-01 0
Total of all active and inactive participants 2011-08-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-08-01 0
Total participants 2011-08-01 8
Number of participants with account balances 2011-08-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-08-01 0
2010: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-08-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 5
Number of other retired or separated participants entitled to future benefits 2010-08-01 2
Total of all active and inactive participants 2010-08-01 7
Total participants 2010-08-01 7
Number of participants with account balances 2010-08-01 7
2009: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 7
Number of other retired or separated participants entitled to future benefits 2009-08-01 1
Total of all active and inactive participants 2009-08-01 8
Total participants 2009-08-01 8
Number of participants with account balances 2009-08-01 8

Measure	Date	Value
2014: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	9
Number of retired or separated participants receiving benefits	2014-08-01	0
Number of other retired or separated participants entitled to future benefits	2014-08-01	0
Total of all active and inactive participants	2014-08-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-08-01	0
Total participants	2014-08-01	9
Number of participants with account balances	2014-08-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-08-01	0
2013: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	6
Number of retired or separated participants receiving benefits	2013-08-01	3
Number of other retired or separated participants entitled to future benefits	2013-08-01	0
Total of all active and inactive participants	2013-08-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-08-01	0
Total participants	2013-08-01	9
Number of participants with account balances	2013-08-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-08-01	0
2012: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	4
Number of retired or separated participants receiving benefits	2012-08-01	3
Number of other retired or separated participants entitled to future benefits	2012-08-01	0
Total of all active and inactive participants	2012-08-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-08-01	0
Total participants	2012-08-01	7
Number of participants with account balances	2012-08-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-08-01	0
2011: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	7
Number of retired or separated participants receiving benefits	2011-08-01	1
Number of other retired or separated participants entitled to future benefits	2011-08-01	0
Total of all active and inactive participants	2011-08-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-08-01	0
Total participants	2011-08-01	8
Number of participants with account balances	2011-08-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-08-01	0
2010: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-08-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	5
Number of other retired or separated participants entitled to future benefits	2010-08-01	2
Total of all active and inactive participants	2010-08-01	7
Total participants	2010-08-01	7
Number of participants with account balances	2010-08-01	7
2009: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	7
Number of other retired or separated participants entitled to future benefits	2009-08-01	1
Total of all active and inactive participants	2009-08-01	8
Total participants	2009-08-01	8
Number of participants with account balances	2009-08-01	8

Financial Data on NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN

Measure	Date	Value
2015 : NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-07-31	$76,218
Expenses. Total of all expenses incurred	2015-07-31	$13,388
Total plan assets at end of year	2015-07-31	$1,314,907
Total plan assets at beginning of year	2015-07-31	$1,252,077
Other income received	2015-07-31	$35,555
Net income (gross income less expenses)	2015-07-31	$62,830
Net plan assets at end of year (total assets less liabilities)	2015-07-31	$1,314,907
Net plan assets at beginning of year (total assets less liabilities)	2015-07-31	$1,252,077
Total contributions received or receivable from employer(s)	2015-07-31	$40,663
Expenses. Administrative service providers (salaries,fees and commissions)	2015-07-31	$13,388
2014 : NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-07-31	$132,846
Expenses. Total of all expenses incurred	2014-07-31	$11,098
Total plan assets at end of year	2014-07-31	$1,252,077
Total plan assets at beginning of year	2014-07-31	$1,130,329
Expenses. Other expenses not covered elsewhere	2014-07-31	$11,098
Other income received	2014-07-31	$104,231
Net income (gross income less expenses)	2014-07-31	$121,748
Net plan assets at end of year (total assets less liabilities)	2014-07-31	$1,252,077
Net plan assets at beginning of year (total assets less liabilities)	2014-07-31	$1,130,329
Total contributions received or receivable from employer(s)	2014-07-31	$28,615
2013 : NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-07-31	$162,319
Expenses. Total of all expenses incurred	2013-07-31	$14,113
Benefits paid (including direct rollovers)	2013-07-31	$416
Total plan assets at end of year	2013-07-31	$1,130,329
Total plan assets at beginning of year	2013-07-31	$982,123
Value of fidelity bond covering the plan	2013-07-31	$110,000
Expenses. Other expenses not covered elsewhere	2013-07-31	$23
Other income received	2013-07-31	$138,391
Net income (gross income less expenses)	2013-07-31	$148,206
Net plan assets at end of year (total assets less liabilities)	2013-07-31	$1,130,329
Net plan assets at beginning of year (total assets less liabilities)	2013-07-31	$982,123
Total contributions received or receivable from employer(s)	2013-07-31	$23,928
Expenses. Administrative service providers (salaries,fees and commissions)	2013-07-31	$13,674
2012 : NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-07-31	$31,261
Expenses. Total of all expenses incurred	2012-07-31	$18,572
Benefits paid (including direct rollovers)	2012-07-31	$2,859
Total plan assets at end of year	2012-07-31	$982,123
Total plan assets at beginning of year	2012-07-31	$969,434
Value of fidelity bond covering the plan	2012-07-31	$110,000
Expenses. Other expenses not covered elsewhere	2012-07-31	$428
Other income received	2012-07-31	$18,267
Net income (gross income less expenses)	2012-07-31	$12,689
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$982,123
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$969,434
Total contributions received or receivable from employer(s)	2012-07-31	$12,994
Expenses. Administrative service providers (salaries,fees and commissions)	2012-07-31	$15,285
2011 : NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-07-31	$148,659
Expenses. Total of all expenses incurred	2011-07-31	$35,060
Benefits paid (including direct rollovers)	2011-07-31	$18,983
Total plan assets at end of year	2011-07-31	$969,434
Total plan assets at beginning of year	2011-07-31	$855,835
Value of fidelity bond covering the plan	2011-07-31	$100,000
Expenses. Other expenses not covered elsewhere	2011-07-31	$16,077
Other income received	2011-07-31	$124,407
Net income (gross income less expenses)	2011-07-31	$113,599
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$969,434
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$855,835
Total contributions received or receivable from employer(s)	2011-07-31	$24,252

Form 5500 Responses for NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN

2014: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Plan funding arrangement – Trust	Yes
2014-08-01	Plan benefit arrangement - Trust	Yes
2013: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2010: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Plan is a collectively bargained plan	Yes
2010-08-01	Plan funding arrangement – Trust	Yes
2010-08-01	Plan benefit arrangement - Trust	Yes
2009: NORTHEAST CO FAMLY MED ASSOC, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NORTHEAST COLORADO FAMILY MEDICINE ASSOCIATES, PC
Employer identification number (EIN):	840803804
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)