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CATHERINE CHANG MD 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameCATHERINE CHANG MD 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

CATHERINE CHANG MD 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined 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.
  • 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

CATHERINE CHANG has sponsored the creation of one or more 401k plans.

Company Name:CATHERINE CHANG
Employer identification number (EIN):264140107
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHERINE CHANG MD 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CATHERINE CHANG2024-04-06
0012022-01-01CATHERINE CHANG2023-04-02
0012021-01-01CATHERINE CHANG2022-06-16
0012020-01-01CATHERINE CHANG M.D.2021-06-15
0012018-01-01CATHERINE CHANG M.D.2019-05-24
0012017-01-01CATHERINE CHANG M.D.2018-06-21
0012016-01-01CATHERINE CHANG M.D.2017-05-10
0012015-01-01DAWN HNAT M.D.2016-06-02
0012014-01-01CATHERINE CHANG MD2015-06-17
0012013-01-01CATHERINE CHANG M.D.2014-05-30
0012012-01-01CATHERINE CHANG2013-07-10
0012011-01-01CATHERINE CHANG2012-05-24
0012010-01-01CATHERINE CHANG2011-07-07

Plan Statistics for CATHERINE CHANG MD 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for CATHERINE CHANG MD 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: CATHERINE CHANG MD 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-205
Total number of particpants at end of year2025-04-206
Number of Participants With Account Balances2025-04-206
2024: CATHERINE CHANG MD 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-04-065
Total number of particpants at end of year2024-04-065
Number of Participants With Account Balances2024-04-065
2022: CATHERINE CHANG MD 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-166
Total number of particpants at end of year2022-06-165
Number of Participants With Account Balances2022-06-165

Financial Data on CATHERINE CHANG MD 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : CATHERINE CHANG MD 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-200
Total liabilities as of the end of the plan year2025-04-200
Total liabilities as of the beginning of the plan year2025-04-200
Total expenses incurred by plan in this plan year2025-04-205544
Net assets as of the end of the plan year2025-04-20812853
Total assets as of the beginning of the plan year2025-04-20682039
Value of plan covered by a fidelity bond2025-04-2068204
Participant contributions to plan in this plan year2025-04-208133
Value of participant loans at end of plan year2025-04-2021165
Other expenses paid from plan in this plan year2025-04-200
Other contributions to plan in this plan year2025-04-200
Other income to plan in this plan year2025-04-20123286
Plan net income in this plan year2025-04-20130814
Net assets as of the end of the plan year2025-04-20812853
Net assets as of the beginning of the plan year2025-04-20682039
Employer contributions to plan in this plan year2025-04-204939
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-205544
2024 : CATHERINE CHANG MD 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-060
Total liabilities as of the end of the plan year2024-04-060
Total liabilities as of the beginning of the plan year2024-04-060
Total expenses incurred by plan in this plan year2024-04-064064
Net assets as of the end of the plan year2024-04-06682039
Total assets as of the beginning of the plan year2024-04-06534886
Value of plan covered by a fidelity bond2024-04-0653489
Participant contributions to plan in this plan year2024-04-0636762
Value of participant loans at end of plan year2024-04-0629593
Other expenses paid from plan in this plan year2024-04-060
Other contributions to plan in this plan year2024-04-060
Other income to plan in this plan year2024-04-06110143
Plan net income in this plan year2024-04-06147153
Net assets as of the end of the plan year2024-04-06682039
Net assets as of the beginning of the plan year2024-04-06534886
Employer contributions to plan in this plan year2024-04-064312
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-064064
2022 : CATHERINE CHANG MD 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-160
Total liabilities as of the end of the plan year2022-06-160
Total liabilities as of the beginning of the plan year2022-06-160
Total expenses incurred by plan in this plan year2022-06-1618100
Net assets as of the end of the plan year2022-06-16562660
Total assets as of the beginning of the plan year2022-06-16452984
Value of plan covered by a fidelity bond2022-06-1645298
Participant contributions to plan in this plan year2022-06-164657
Value of participant loans at end of plan year2022-06-1621072
Other expenses paid from plan in this plan year2022-06-160
Other contributions to plan in this plan year2022-06-166537
Other income to plan in this plan year2022-06-1688489
Plan net income in this plan year2022-06-16109676
Net assets as of the end of the plan year2022-06-16562660
Net assets as of the beginning of the plan year2022-06-16452984
Employer contributions to plan in this plan year2022-06-1628093
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-163255

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