401k Plan data: PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C. plan

PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C. 401k Plan overview

Plan Name	PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C.
Plan identification number	001

PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C. Benefits

401k Plan Type

Defined 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.
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

W. ALEX CHOI, P.C. has sponsored the creation of one or more 401k plans.

Company Name: W. ALEX CHOI, P.C.

Employer identification number (EIN): 581865644

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 W. ALEX CHOI W. ALEX CHOI 2013-10-14
001 2011-01-01 W. ALEX CHOI W. ALEX CHOI 2012-10-10
001 2009-01-01 WHANYOUNG CHOI

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	W. ALEX CHOI	W. ALEX CHOI	2013-10-14
001	2011-01-01	W. ALEX CHOI	W. ALEX CHOI	2012-10-10
001	2009-01-01	WHANYOUNG CHOI

Financial Data on PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C.

Measure	Date	Value
2015 : PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C. 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$167,036
Total income from all sources	2015-12-31	$518,980
Expenses. Total of all expenses incurred	2015-12-31	$127,962
Benefits paid (including direct rollovers)	2015-12-31	$119,925
Total plan assets at end of year	2015-12-31	$1,836,008
Total plan assets at beginning of year	2015-12-31	$1,612,026
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$15,143
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Other income received	2015-12-31	$499,369
Net income (gross income less expenses)	2015-12-31	$391,018
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,836,008
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,444,990
Assets. Value of participant loans	2015-12-31	$71,545
Total contributions received or receivable from employer(s)	2015-12-31	$4,468
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,037
2014 : PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C. 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$167,036
Total plan liabilities at beginning of year	2014-12-31	$267,225
Total income from all sources	2014-12-31	$380,444
Expenses. Total of all expenses incurred	2014-12-31	$3,485
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,612,026
Total plan assets at beginning of year	2014-12-31	$1,335,256
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$43,100
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$303,893
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$376,959
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,444,990
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,068,031
Assets. Value of participant loans	2014-12-31	$70,340
Total contributions received or receivable from employer(s)	2014-12-31	$33,451
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,485
2013 : PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C. 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$267,225
Total plan liabilities at beginning of year	2013-12-31	$307,205
Total income from all sources	2013-12-31	$196,370
Expenses. Total of all expenses incurred	2013-12-31	$20,875
Benefits paid (including direct rollovers)	2013-12-31	$18,056
Total plan assets at end of year	2013-12-31	$1,335,256
Total plan assets at beginning of year	2013-12-31	$1,199,741
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$60,147
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Other income received	2013-12-31	$116,059
Net income (gross income less expenses)	2013-12-31	$175,495
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,068,031
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$892,536
Assets. Value of participant loans	2013-12-31	$61,908
Total contributions received or receivable from employer(s)	2013-12-31	$20,164
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,819
2012 : PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C. 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$307,205
Total plan liabilities at beginning of year	2012-12-31	$347,748
Total income from all sources	2012-12-31	$229,909
Expenses. Total of all expenses incurred	2012-12-31	$12,144
Benefits paid (including direct rollovers)	2012-12-31	$8,004
Total plan assets at end of year	2012-12-31	$1,199,741
Total plan assets at beginning of year	2012-12-31	$1,022,519
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$62,300
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$140,412
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$217,765
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$892,536
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$674,771
Assets. Value of participant loans	2012-12-31	$78,610
Total contributions received or receivable from employer(s)	2012-12-31	$27,197
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,140
2011 : PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C. 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$347,748
Total plan liabilities at beginning of year	2011-12-31	$367,861
Total income from all sources	2011-12-31	$141,988
Expenses. Total of all expenses incurred	2011-12-31	$18,681
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,022,519
Total plan assets at beginning of year	2011-12-31	$919,325
Total contributions received or receivable from participants	2011-12-31	$44,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$82,918
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$123,307
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$674,771
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$551,464
Assets. Value of participant loans	2011-12-31	$33,368
Total contributions received or receivable from employer(s)	2011-12-31	$15,070
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$18,681
2010 : PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C. 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$367,598
Total plan liabilities at beginning of year	2010-12-31	$387,500
Total income from all sources	2010-12-31	$60,262
Expenses. Total of all expenses incurred	2010-12-31	$94,671
Benefits paid (including direct rollovers)	2010-12-31	$78,105
Total plan assets at end of year	2010-12-31	$891,581
Total plan assets at beginning of year	2010-12-31	$945,892
Total contributions received or receivable from participants	2010-12-31	$37,306
Expenses. Other expenses not covered elsewhere	2010-12-31	$16,011
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$8,949
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-34,409
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$523,983
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$558,392
Assets. Value of participant loans	2010-12-31	$44,869
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$181,350
Total contributions received or receivable from employer(s)	2010-12-31	$14,007
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$555
2009 : PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C.

2015: PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING PLAN FOR W. ALEX CHOI, P.C. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	W. ALEX CHOI, P.C.
Employer identification number (EIN):	581865644
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants