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DAVID W.H. CHEE, ATTORNEY AT LAW 401(K) 401k Plan overview

Plan NameDAVID W.H. CHEE, ATTORNEY AT LAW 401(K)
Plan identification number 001

DAVID W.H. CHEE, ATTORNEY AT LAW 401(K) 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.
  • 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.

401k Sponsoring company profile

DAVID W.H. CHEE, ATTORNEY AT LAW has sponsored the creation of one or more 401k plans.

Company Name:DAVID W.H. CHEE, ATTORNEY AT LAW
Employer identification number (EIN):475285105
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W.H. CHEE, ATTORNEY AT LAW 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID CHEE2024-06-24
0012022-01-01DAVID CHEE2023-07-05
0012021-01-01DAVID CHEE2022-07-11
0012020-01-01DAVID CHEE2021-06-28
0012019-01-01DAVID CHEE2020-07-14
0012018-01-01DAVID CHEE2019-07-22
0012018-01-01DAVID CHEE2019-07-12
0012018-01-01
0012017-01-01DAVID CHEE2018-11-19
0012017-01-01DAVID CHEE2018-10-23
0012016-01-01DAVID CHEE2017-07-18

Financial Data on DAVID W.H. CHEE, ATTORNEY AT LAW 401(K)

Measure Date Value
2025 : DAVID W.H. CHEE, ATTORNEY AT LAW 401(K) 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-072949
Net assets as of the end of the plan year2025-07-071348514
Total assets as of the beginning of the plan year2025-07-071156768
Value of plan covered by a fidelity bond2025-07-07116000
Participant contributions to plan in this plan year2025-07-0753690
Other income to plan in this plan year2025-07-07125681
Plan net income in this plan year2025-07-07191746
Net assets as of the end of the plan year2025-07-071348514
Net assets as of the beginning of the plan year2025-07-071156768
Employer contributions to plan in this plan year2025-07-0715324
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-072949
2024 : DAVID W.H. CHEE, ATTORNEY AT LAW 401(K) 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-242522
Net assets as of the end of the plan year2024-06-241156768
Total assets as of the beginning of the plan year2024-06-24946573
Value of plan covered by a fidelity bond2024-06-2495000
Participant contributions to plan in this plan year2024-06-2446543
Other income to plan in this plan year2024-06-24155411
Plan net income in this plan year2024-06-24210195
Net assets as of the end of the plan year2024-06-241156768
Net assets as of the beginning of the plan year2024-06-24946573
Employer contributions to plan in this plan year2024-06-2410763
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-242522
2022 : DAVID W.H. CHEE, ATTORNEY AT LAW 401(K) 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-112448
Net assets as of the end of the plan year2022-07-111082224
Total assets as of the beginning of the plan year2022-07-11920000
Value of plan covered by a fidelity bond2022-07-1192000
Participant contributions to plan in this plan year2022-07-1136619
Other income to plan in this plan year2022-07-11119827
Plan net income in this plan year2022-07-11162224
Net assets as of the end of the plan year2022-07-111082224
Net assets as of the beginning of the plan year2022-07-11920000
Employer contributions to plan in this plan year2022-07-118226
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-112448

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