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ALAN CHEN SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameALAN CHEN SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN
Plan identification number 001

ALAN CHEN SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALAN CHEN SURGICAL ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ALAN CHEN SURGICAL ASSOCIATES, P.C.
Employer identification number (EIN):272959952
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALAN CHEN SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALAN CHEN2024-07-15
0012022-01-01ALAN CHEN2024-01-02
0012021-01-01MARYANN CHEN2022-07-12
0012020-01-01MARYANN CHEN2021-04-15 MARYANN CHEN2021-04-15
0012019-01-01MARYANN CHEN2020-09-17 MARYANN CHEN2020-09-17
0012018-01-01MARYANN CHEN2019-06-06
0012017-01-01MARYANN CHEN2018-06-28
0012016-01-01MARYANN CHEN2017-06-30
0012015-01-01MARYANN CHEN2016-10-10 MARYANN CHEN2016-10-10
0012014-01-01MARYANN CHEN2015-06-22
0012013-01-01MARYANN CHEN2014-07-23
0012012-01-01MARYANN CHEN2013-05-20 MARYANN CHEN2013-05-20
0012011-01-01MARYANN CHEN2012-06-18 MARYANN CHEN2012-06-18

Financial Data on ALAN CHEN SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN

Measure Date Value
2025 : ALAN CHEN SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-040
Net assets as of the end of the plan year2025-06-042601243
Total assets as of the beginning of the plan year2025-06-042232734
Value of plan covered by a fidelity bond2025-06-04300000
Participant contributions to plan in this plan year2025-06-0491503
Value of participant loans at end of plan year2025-06-040
Other contributions to plan in this plan year2025-06-040
Other income to plan in this plan year2025-06-04252561
Plan net income in this plan year2025-06-04368509
Net assets as of the end of the plan year2025-06-042601243
Net assets as of the beginning of the plan year2025-06-042232734
Value of contributions failed to transmitted timely2025-06-040
Employer contributions to plan in this plan year2025-06-0424445
Fees paid to broker by Benefit Provider2025-06-0418873
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-040
2024 : ALAN CHEN SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1517336
Net assets as of the end of the plan year2024-07-152232734
Total assets as of the beginning of the plan year2024-07-151735549
Value of plan covered by a fidelity bond2024-07-15300000
Participant contributions to plan in this plan year2024-07-1578670
Other income to plan in this plan year2024-07-15293891
Plan net income in this plan year2024-07-15497185
Net assets as of the end of the plan year2024-07-152232734
Net assets as of the beginning of the plan year2024-07-151735549
Employer contributions to plan in this plan year2024-07-15141960
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1516898
2022 : ALAN CHEN SURGICAL ASSOCIATES, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-120
Total liabilities as of the end of the plan year2022-07-120
Total liabilities as of the beginning of the plan year2022-07-120
Total expenses incurred by plan in this plan year2022-07-1224133
Net assets as of the end of the plan year2022-07-121995949
Total assets as of the beginning of the plan year2022-07-121430286
Value of plan covered by a fidelity bond2022-07-12300000
Participant contributions to plan in this plan year2022-07-1254271
Other expenses paid from plan in this plan year2022-07-120
Other contributions to plan in this plan year2022-07-12188854
Other income to plan in this plan year2022-07-12234896
Plan net income in this plan year2022-07-12565663
Net assets as of the end of the plan year2022-07-121995949
Net assets as of the beginning of the plan year2022-07-121430286
Value of contributions failed to transmitted timely2022-07-122272
Employer contributions to plan in this plan year2022-07-12111775
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1216450

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