401k Plan data: ENERGY OPTIMIZATION INC. 401(K) PLAN plan

ENERGY OPTIMIZATION INC. 401(K) PLAN 401k Plan overview

Plan Name	ENERGY OPTIMIZATION INC. 401(K) PLAN
Plan identification number	001

ENERGY OPTIMIZATION INC. 401(K) 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.
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.
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

ENERGY OPTIMIZATION INC. has sponsored the creation of one or more 401k plans.

Company Name: ENERGY OPTIMIZATION INC.

Employer identification number (EIN): 453735975

NAIC Classification: 541350
NAIC Description: Building Inspection Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENERGY OPTIMIZATION INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-07-01 MARSHALL LEEPER MARSHALL LEEPER 2015-04-15
001 2012-07-01 MARSHALL LEEPER MARSHALL LEEPER 2014-04-11
001 2011-11-02 JASON PETERSON JASON PETERSON 2013-03-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-07-01	MARSHALL LEEPER	MARSHALL LEEPER	2015-04-15
001	2012-07-01	MARSHALL LEEPER	MARSHALL LEEPER	2014-04-11
001	2011-11-02	JASON PETERSON	JASON PETERSON	2013-03-14

Plan Statistics for ENERGY OPTIMIZATION INC. 401(K) PLAN

401k plan membership statisitcs for ENERGY OPTIMIZATION INC. 401(K) PLAN

Measure Date Value
2013: ENERGY OPTIMIZATION INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 3
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 3
Number of participants with account balances 2013-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: ENERGY OPTIMIZATION INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 3
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 3
Number of participants with account balances 2012-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: ENERGY OPTIMIZATION INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-02 0
Total number of active participants reported on line 7a of the Form 5500 2011-11-02 2
Number of retired or separated participants receiving benefits 2011-11-02 0
Number of other retired or separated participants entitled to future benefits 2011-11-02 0
Total of all active and inactive participants 2011-11-02 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-02 0
Total participants 2011-11-02 2
Number of participants with account balances 2011-11-02 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-02 0

Measure	Date	Value
2013: ENERGY OPTIMIZATION INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	3
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	3
Number of participants with account balances	2013-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: ENERGY OPTIMIZATION INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	3
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	3
Number of participants with account balances	2012-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: ENERGY OPTIMIZATION INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-02	0
Total number of active participants reported on line 7a of the Form 5500	2011-11-02	2
Number of retired or separated participants receiving benefits	2011-11-02	0
Number of other retired or separated participants entitled to future benefits	2011-11-02	0
Total of all active and inactive participants	2011-11-02	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-02	0
Total participants	2011-11-02	2
Number of participants with account balances	2011-11-02	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-02	0

Financial Data on ENERGY OPTIMIZATION INC. 401(K) PLAN

Measure	Date	Value
2014 : ENERGY OPTIMIZATION INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$0
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$-86,123
Expenses. Total of all expenses incurred	2014-06-30	$0
Benefits paid (including direct rollovers)	2014-06-30	$0
Total plan assets at end of year	2014-06-30	$338,157
Total plan assets at beginning of year	2014-06-30	$424,280
Total contributions received or receivable from participants	2014-06-30	$0
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$-86,123
Noncash contributions received	2014-06-30	$0
Net income (gross income less expenses)	2014-06-30	$-86,123
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$338,157
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$424,280
Assets. Value of employer securities	2014-06-30	$227,780
Total contributions received or receivable from employer(s)	2014-06-30	$0
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$0
2013 : ENERGY OPTIMIZATION INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$133,881
Expenses. Total of all expenses incurred	2013-06-30	$0
Benefits paid (including direct rollovers)	2013-06-30	$0
Total plan assets at end of year	2013-06-30	$424,280
Total plan assets at beginning of year	2013-06-30	$290,399
Total contributions received or receivable from participants	2013-06-30	$0
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Contributions received from other sources (not participants or employers)	2013-06-30	$157,000
Other income received	2013-06-30	$-23,119
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$133,881
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$424,280
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$290,399
Assets. Value of employer securities	2013-06-30	$313,881
Total contributions received or receivable from employer(s)	2013-06-30	$0
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$0
2012 : ENERGY OPTIMIZATION INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$290,399
Expenses. Total of all expenses incurred	2012-06-30	$0
Benefits paid (including direct rollovers)	2012-06-30	$0
Total plan assets at end of year	2012-06-30	$290,399
Total plan assets at beginning of year	2012-06-30	$0
Total contributions received or receivable from participants	2012-06-30	$0
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$315,579
Other income received	2012-06-30	$-25,180
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$290,399
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$290,399
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$0
Assets. Value of employer securities	2012-06-30	$290,399
Total contributions received or receivable from employer(s)	2012-06-30	$0
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$0

Form 5500 Responses for ENERGY OPTIMIZATION INC. 401(K) PLAN

2013: ENERGY OPTIMIZATION INC. 401(K) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: ENERGY OPTIMIZATION INC. 401(K) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: ENERGY OPTIMIZATION INC. 401(K) PLAN 2011 form 5500 responses
2011-11-02	Type of plan entity	Single employer plan
2011-11-02	First time form 5500 has been submitted	Yes
2011-11-02	Submission has been amended	No
2011-11-02	This submission is the final filing	No
2011-11-02	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-11-02	Plan is a collectively bargained plan	No
2011-11-02	Plan funding arrangement – Trust	Yes
2011-11-02	Plan benefit arrangement - Trust	Yes

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Company Name:	ENERGY OPTIMIZATION INC.
Employer identification number (EIN):	453735975
NAIC Classification:	541350
NAIC Description:	Building Inspection Services