401k Plan data: ALAN CHINN GROUP CASH BALANCE DEFINED BENEFIT PLAN plan

ALAN CHINN GROUP CASH BALANCE DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	ALAN CHINN GROUP CASH BALANCE DEFINED BENEFIT PLAN
Plan identification number	002

ALAN CHINN GROUP CASH BALANCE DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

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 CASH BALANCE DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 LORI STREET 2019-09-30
002 2017-01-01 LORI STREET 2018-10-08

Financial Data on ALAN CHINN GROUP CASH BALANCE DEFINED BENEFIT PLAN

Measure	Date	Value
2025 : ALAN CHINN GROUP CASH BALANCE DEFINED BENEFIT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-15	1678586
Net assets as of the end of the plan year	2025-10-15	2079901
Total assets as of the beginning of the plan year	2025-10-15	3893166
Value of plan covered by a fidelity bond	2025-10-15	500000
Other income to plan in this plan year	2025-10-15	-134679
Plan net income in this plan year	2025-10-15	-1813265
Net assets as of the end of the plan year	2025-10-15	2079901
Net assets as of the beginning of the plan year	2025-10-15	3893166
2024 : ALAN CHINN GROUP CASH BALANCE DEFINED BENEFIT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-07	7731
Net assets as of the end of the plan year	2024-10-07	3893166
Total assets as of the beginning of the plan year	2024-10-07	3039655
Value of plan covered by a fidelity bond	2024-10-07	500000
Other income to plan in this plan year	2024-10-07	61242
Plan net income in this plan year	2024-10-07	853511
Net assets as of the end of the plan year	2024-10-07	3893166
Net assets as of the beginning of the plan year	2024-10-07	3039655
Employer contributions to plan in this plan year	2024-10-07	800000

Potentially related plans

ALAN CHINN GROUP 401(K) PLAN [EIN = 300164415]

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

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	LORI STREET	2019-09-30
002	2017-01-01	LORI STREET	2018-10-08