401k Plan data: PEAK ONE DEFINED BENEFIT PLAN plan

PEAK ONE DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	PEAK ONE DEFINED BENEFIT PLAN
Plan identification number	001

PEAK ONE DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

PEAK ONE, INC. has sponsored the creation of one or more 401k plans.

Company Name: PEAK ONE, INC.

Employer identification number (EIN): 208902761

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

Additional information about PEAK ONE, INC.

Jurisdiction of Incorporation: Nevada Department of State

Incorporation Date: 2007-05-10

Company Identification Number: 20071712010

Legal Registered Office Address: 4730 S. FORT APACHE RD SUITE 300

LAS VEGAS
United States of America (USA)
89147-7947

More information about PEAK ONE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEAK ONE DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 JEFFREY LEE 2018-09-30 JEFFREY LEE 2018-09-30
001 2016-01-01 JEFFREY LEE 2017-10-08 JEFFREY LEE 2017-10-08
001 2015-01-01 JEFFREY LEE 2017-10-08 JEFFREY LEE 2017-10-08
001 2015-01-01 JEFFREY LEE 2016-10-13 JEFFREY LEE 2016-10-13
001 2014-01-01
001 2013-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	JEFFREY LEE	2018-09-30	JEFFREY LEE	2018-09-30
001	2016-01-01	JEFFREY LEE	2017-10-08	JEFFREY LEE	2017-10-08
001	2015-01-01	JEFFREY LEE	2017-10-08	JEFFREY LEE	2017-10-08
001	2015-01-01	JEFFREY LEE	2016-10-13	JEFFREY LEE	2016-10-13
001	2014-01-01
001	2013-01-01

Plan Statistics for PEAK ONE DEFINED BENEFIT PLAN

401k plan membership statisitcs for PEAK ONE DEFINED BENEFIT PLAN

Measure Date Value
2017: PEAK ONE DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 494,134
Acturial value of plan assets 2017-12-31 494,134
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 458,649
Number of active participants 2017-12-31 1
Total funding liabilities for active participants 2017-12-31 458,649
Total participant count 2017-12-31 1
Total funding target for all participants 2017-12-31 458,649
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 4,542
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 4,542
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: PEAK ONE DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 442,674
Acturial value of plan assets 2016-12-31 442,674
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 25,530
Active participant vested funding target 2016-12-31 367,355
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 367,355
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 392,885
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 43,026
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 43,026
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 60,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 55,531
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 100,778
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 50,989
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 50,989
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 55,531
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2014: PEAK ONE DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
2013: PEAK ONE DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2

Measure	Date	Value
2017: PEAK ONE DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	494,134
Acturial value of plan assets	2017-12-31	494,134
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	458,649
Number of active participants	2017-12-31	1
Total funding liabilities for active participants	2017-12-31	458,649
Total participant count	2017-12-31	1
Total funding target for all participants	2017-12-31	458,649
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	4,542
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	4,542
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PEAK ONE DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	442,674
Acturial value of plan assets	2016-12-31	442,674
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	25,530
Active participant vested funding target	2016-12-31	367,355
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	367,355
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	392,885
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	43,026
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	43,026
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	60,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	55,531
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	100,778
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	50,989
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	50,989
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	55,531
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2014: PEAK ONE DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
2013: PEAK ONE DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2

Financial Data on PEAK ONE DEFINED BENEFIT PLAN

Measure	Date	Value
2014 : PEAK ONE DEFINED BENEFIT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$103,979
Expenses. Total of all expenses incurred	2014-12-31	$209
Total plan assets at end of year	2014-12-31	$306,312
Total plan assets at beginning of year	2014-12-31	$202,542
Value of fidelity bond covering the plan	2014-12-31	$21,000
Other income received	2014-12-31	$3,979
Net income (gross income less expenses)	2014-12-31	$103,770
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$306,312
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$202,542
Total contributions received or receivable from employer(s)	2014-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$209
2013 : PEAK ONE DEFINED BENEFIT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$102,512
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$202,542
Total plan assets at beginning of year	2013-12-31	$100,030
Other income received	2013-12-31	$2,512
Net income (gross income less expenses)	2013-12-31	$102,512
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$202,542
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$100,030
Total contributions received or receivable from employer(s)	2013-12-31	$100,000

Form 5500 Responses for PEAK ONE DEFINED BENEFIT PLAN

2014: PEAK ONE DEFINED BENEFIT 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
2013: PEAK ONE DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PEAK ONE, INC.
Employer identification number (EIN):	208902761
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Nevada Department of State
Incorporation Date:	2007-05-10
Company Identification Number:	20071712010
Legal Registered Office Address:	4730 S. FORT APACHE RD SUITE 300 LAS VEGAS United States of America (USA) 89147-7947