401k Plan data: OPHTHALMIC CONSULTANTS OF COLORADO 401(K) PROFIT SHARING PLAN plan

OPHTHALMIC CONSULTANTS OF COLORADO 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	OPHTHALMIC CONSULTANTS OF COLORADO 401(K) PROFIT SHARING PLAN
Plan identification number	001

OPHTHALMIC CONSULTANTS OF COLORADO 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

OPHTHALMIC CONSULTANTS OF COLO has sponsored the creation of one or more 401k plans.

Company Name: OPHTHALMIC CONSULTANTS OF COLO

Employer identification number (EIN): 201896416

NAIC Classification: 325410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPHTHALMIC CONSULTANTS OF COLORADO 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JACK ZAMORA 2024-05-28
001 2022-01-01 JACK ZAMORA 2023-04-17
001 2021-01-01 JACK ZAMORA 2022-02-24
001 2020-01-01 JACK ZAMORA 2021-05-13
001 2019-01-01 JACK ZAMORA 2020-07-10
001 2018-01-01 JACK ZAMORA 2019-09-11
001 2017-01-01 JACK ZAMORA 2018-10-10
001 2016-01-01 JACK ZAMORA 2017-10-14 JACK ZAMORA 2017-10-14
001 2015-01-01 JACK ZAMORA 2016-06-24
001 2014-01-01 JACK A ZAMORA
001 2013-01-01 JOHANNA WESCOTT 2014-07-31 JOHANNA WESCOTT 2014-07-31
001 2012-01-01 JACK ZAMORA 2013-07-24 JACK ZAMORA 2013-07-24
001 2011-01-01 OPHTHALMIC CONSULTANTS OF COLO 2012-05-25
001 2010-01-01 OPHTHALMIC CONSULTANTS OF COLO 2011-08-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JACK ZAMORA	2024-05-28
001	2022-01-01	JACK ZAMORA	2023-04-17
001	2021-01-01	JACK ZAMORA	2022-02-24
001	2020-01-01	JACK ZAMORA	2021-05-13
001	2019-01-01	JACK ZAMORA	2020-07-10
001	2018-01-01	JACK ZAMORA	2019-09-11
001	2017-01-01	JACK ZAMORA	2018-10-10
001	2016-01-01	JACK ZAMORA	2017-10-14	JACK ZAMORA	2017-10-14
001	2015-01-01	JACK ZAMORA	2016-06-24
001	2014-01-01	JACK A ZAMORA
001	2013-01-01	JOHANNA WESCOTT	2014-07-31	JOHANNA WESCOTT	2014-07-31
001	2012-01-01	JACK ZAMORA	2013-07-24	JACK ZAMORA	2013-07-24
001	2011-01-01	OPHTHALMIC CONSULTANTS OF COLO	2012-05-25
001	2010-01-01	OPHTHALMIC CONSULTANTS OF COLO	2011-08-03

Plan Statistics for OPHTHALMIC CONSULTANTS OF COLORADO 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for OPHTHALMIC CONSULTANTS OF COLORADO 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: OPHTHALMIC CONSULTANTS OF COLORADO 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1

Measure	Date	Value
2014: OPHTHALMIC CONSULTANTS OF COLORADO 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1

Financial Data on OPHTHALMIC CONSULTANTS OF COLORADO 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : OPHTHALMIC CONSULTANTS OF COLORADO 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$56,676
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$270,360
Total plan assets at beginning of year	2014-12-31	$213,684
Value of fidelity bond covering the plan	2014-12-31	$0
Total contributions received or receivable from participants	2014-12-31	$38,891
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$12,224
Net income (gross income less expenses)	2014-12-31	$56,676
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$270,360
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$213,684
Assets. Value of participant loans	2014-12-31	$3,502
Total contributions received or receivable from employer(s)	2014-12-31	$5,561
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0

Form 5500 Responses for OPHTHALMIC CONSULTANTS OF COLORADO 401(K) PROFIT SHARING PLAN

2014: OPHTHALMIC CONSULTANTS OF COLORADO 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OPHTHALMIC CONSULTANTS OF COLO
Employer identification number (EIN):	201896416
NAIC Classification:	325410