401k Plan data: CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN plan

CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

CATHERINE CHEUNG, A PROF. CORP. has sponsored the creation of one or more 401k plans.

Company Name: CATHERINE CHEUNG, A PROF. CORP.

Employer identification number (EIN): 943383622

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 CATHERINE CHEUNG
001 2015-01-01 CATHERINE CHEUNG

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	CATHERINE CHEUNG
001	2015-01-01	CATHERINE CHEUNG

Plan Statistics for CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2016: CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 656,455
Acturial value of plan assets 2016-12-31 656,455
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 664,752
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 664,752
Total participant count 2016-12-31 1
Total funding target for all participants 2016-12-31 664,752
Balance at beginning of prior year after applicable adjustments 2016-12-31 1
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 14,219
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 1
Amount remaining of prefunding balance 2016-12-31 14,219
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 1
Balance of prefunding at beginning of current year 2016-12-31 14,380
Total employer contributions 2016-12-31 0
Total employee contributions 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 22,680
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 3,747
Carryover balance elected to use to offset funding requirement 2016-12-31 1
Prefunding balance elected to use to offset funding requirement 2016-12-31 3,746
Additional cash requirement 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2016: CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	656,455
Acturial value of plan assets	2016-12-31	656,455
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	664,752
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	664,752
Total participant count	2016-12-31	1
Total funding target for all participants	2016-12-31	664,752
Balance at beginning of prior year after applicable adjustments	2016-12-31	1
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	14,219
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	1
Amount remaining of prefunding balance	2016-12-31	14,219
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	1
Balance of prefunding at beginning of current year	2016-12-31	14,380
Total employer contributions	2016-12-31	0
Total employee contributions	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	22,680
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	3,747
Carryover balance elected to use to offset funding requirement	2016-12-31	1
Prefunding balance elected to use to offset funding requirement	2016-12-31	3,746
Additional cash requirement	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2016 : CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$84,236
Expenses. Total of all expenses incurred	2016-12-31	$740,689
Benefits paid (including direct rollovers)	2016-12-31	$740,689
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$656,453
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$84,236
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-656,453
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$656,453
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN 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	$0
Total income from all sources	2015-12-31	$7,346
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$656,453
Total plan assets at beginning of year	2015-12-31	$649,107
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$7,346
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$7,346
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$656,453
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$649,107
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0

Form 5500 Responses for CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN

2016: CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CATHERINE CHEUNG, A PROF CORP. DEFINED BENEFIT PENSION PLAN 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

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Company Name:	CATHERINE CHEUNG, A PROF. CORP.
Employer identification number (EIN):	943383622
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants