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ALAN CHINN GROUP 401(K) PLAN 401k Plan overview

Plan NameALAN CHINN GROUP 401(K) PLAN
Plan identification number 001

ALAN CHINN GROUP 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

ACG, LLP has sponsored the creation of one or more 401k plans.

Company Name:ACG, LLP
Employer identification number (EIN):383892404
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALAN CHINN GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01LORI STREET2019-09-26 ALAN CHINN2019-09-26
0012017-01-01LORI STREET2018-10-02
0012016-01-01ALAN B. CHINN2017-05-31
0012015-01-01ALAN B. CHINN2016-06-23
0012014-01-01ALAN B. CHINN2015-04-28
0012013-01-01ALAN B. CHINN2014-10-14

Financial Data on ALAN CHINN GROUP 401(K) PLAN

Measure Date Value
2025 : ALAN CHINN GROUP 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-157758330
Net assets as of the end of the plan year2025-10-151065379
Total assets as of the beginning of the plan year2025-10-159058967
Value of plan covered by a fidelity bond2025-10-15700000
Other expenses paid from plan in this plan year2025-10-1522507
Other income to plan in this plan year2025-10-15-235258
Plan net income in this plan year2025-10-15-7993588
Net assets as of the end of the plan year2025-10-151065379
Net assets as of the beginning of the plan year2025-10-159058967
2024 : ALAN CHINN GROUP 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-07906831
Net assets as of the end of the plan year2024-10-079058967
Total assets as of the beginning of the plan year2024-10-079076904
Value of plan covered by a fidelity bond2024-10-07700000
Value of participant loans at end of plan year2024-10-0745355
Other expenses paid from plan in this plan year2024-10-0755149
Other income to plan in this plan year2024-10-07888894
Plan net income in this plan year2024-10-07-17937
Net assets as of the end of the plan year2024-10-079058967
Net assets as of the beginning of the plan year2024-10-079076904
2022 : ALAN CHINN GROUP 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-12252914
Net assets as of the end of the plan year2022-10-129425913
Total assets as of the beginning of the plan year2022-10-127401888
Value of plan covered by a fidelity bond2022-10-12700000
Participant contributions to plan in this plan year2022-10-12308559
Value of participant loans at end of plan year2022-10-12121521
Other expenses paid from plan in this plan year2022-10-1233115
Other contributions to plan in this plan year2022-10-126536
Other income to plan in this plan year2022-10-121482490
Plan net income in this plan year2022-10-122024025
Net assets as of the end of the plan year2022-10-129425913
Net assets as of the beginning of the plan year2022-10-127401888
Employer contributions to plan in this plan year2022-10-12479354

Potentially related plans

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