401k Plan data: DR. NICK B. ZUNICH PROFIT SHARING PLAN plan

DR. NICK B. ZUNICH PROFIT SHARING PLAN 401k Plan overview

Plan Name	DR. NICK B. ZUNICH PROFIT SHARING PLAN
Plan identification number	001

DR. NICK B. ZUNICH 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
Plan covering Self-Employed individuals.
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

NICK B. ZUNICH has sponsored the creation of one or more 401k plans.

Company Name: NICK B. ZUNICH

Employer identification number (EIN): 341484157

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. NICK B. ZUNICH PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01
001 2013-01-01
001 2012-01-01 ANTHONY VAVRO
001 2011-01-01 ANTHONY VAVRO
001 2009-01-01 ANTHONY VAVRO

Plan Statistics for DR. NICK B. ZUNICH PROFIT SHARING PLAN

401k plan membership statisitcs for DR. NICK B. ZUNICH PROFIT SHARING PLAN

Measure Date Value
2014: DR. NICK B. ZUNICH PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DR. NICK B. ZUNICH PROFIT SHARING 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 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DR. NICK B. ZUNICH PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DR. NICK B. ZUNICH PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DR. NICK B. ZUNICH PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 0
Number of participants with account balances 2009-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: DR. NICK B. ZUNICH PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DR. NICK B. ZUNICH PROFIT SHARING 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	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DR. NICK B. ZUNICH PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DR. NICK B. ZUNICH PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DR. NICK B. ZUNICH PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	0
Number of participants with account balances	2009-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DR. NICK B. ZUNICH PROFIT SHARING PLAN

Measure	Date	Value
2014 : DR. NICK B. ZUNICH PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$9,899
Expenses. Total of all expenses incurred	2014-12-31	$1,084,108
Benefits paid (including direct rollovers)	2014-12-31	$1,084,108
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$1,074,209
Other income received	2014-12-31	$9,899
Net income (gross income less expenses)	2014-12-31	$-1,074,209
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,074,209
2013 : DR. NICK B. ZUNICH PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$135,304
Expenses. Total of all expenses incurred	2013-12-31	$7,879
Total plan assets at end of year	2013-12-31	$1,074,209
Total plan assets at beginning of year	2013-12-31	$946,784
Other income received	2013-12-31	$135,304
Net income (gross income less expenses)	2013-12-31	$127,425
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,074,209
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$946,784
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,879
2012 : DR. NICK B. ZUNICH PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$85,633
Expenses. Total of all expenses incurred	2012-12-31	$7,147
Total plan assets at end of year	2012-12-31	$946,784
Total plan assets at beginning of year	2012-12-31	$868,298
Other income received	2012-12-31	$85,633
Net income (gross income less expenses)	2012-12-31	$78,486
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$946,784
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$868,298
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,147
2011 : DR. NICK B. ZUNICH PROFIT SHARING PLAN 2011 401k financial data
Expenses. Total of all expenses incurred	2011-12-31	$8,481
Total plan assets at end of year	2011-12-31	$868,298
Total plan assets at beginning of year	2011-12-31	$876,779
Expenses. Other expenses not covered elsewhere	2011-12-31	$8,481
Net income (gross income less expenses)	2011-12-31	$-8,481
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$868,298
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$876,779
2010 : DR. NICK B. ZUNICH PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$87,221
Expenses. Total of all expenses incurred	2010-12-31	$7,143
Total plan assets at end of year	2010-12-31	$876,779
Total plan assets at beginning of year	2010-12-31	$796,701
Expenses. Other expenses not covered elsewhere	2010-12-31	$7,143
Other income received	2010-12-31	$87,221
Net income (gross income less expenses)	2010-12-31	$80,078
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$876,779
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$796,701

Form 5500 Responses for DR. NICK B. ZUNICH PROFIT SHARING PLAN

2014: DR. NICK B. ZUNICH 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	Yes
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: DR. NICK B. ZUNICH PROFIT SHARING 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
2012: DR. NICK B. ZUNICH PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DR. NICK B. ZUNICH PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DR. NICK B. ZUNICH PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

DR. NICKS WHITE & HEALTHY INC. RETIREMENT TRUST [EIN = 452620748]

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Company Name:	NICK B. ZUNICH
Employer identification number (EIN):	341484157
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists