J C CHANG & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
---|
2022: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 17 |
Total of all active and inactive participants | 2022-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 56 |
Number of participants with account balances | 2022-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 13 |
Total of all active and inactive participants | 2021-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 49 |
Number of participants with account balances | 2021-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 14 |
Total of all active and inactive participants | 2020-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 47 |
Number of participants with account balances | 2020-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 13 |
Total of all active and inactive participants | 2019-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 50 |
Number of participants with account balances | 2019-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
Total of all active and inactive participants | 2018-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 44 |
Number of participants with account balances | 2018-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 15 |
Total of all active and inactive participants | 2017-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 44 |
Number of participants with account balances | 2017-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 14 |
Total of all active and inactive participants | 2016-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 43 |
Number of participants with account balances | 2016-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 12 |
Total of all active and inactive participants | 2015-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 42 |
Number of participants with account balances | 2015-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 12 |
Total of all active and inactive participants | 2014-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 40 |
Number of participants with account balances | 2014-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 37 |
Number of participants with account balances | 2013-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
Total of all active and inactive participants | 2012-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 38 |
Number of participants with account balances | 2012-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 32 |
Number of participants with account balances | 2011-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
Total of all active and inactive participants | 2009-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 37 |
Number of participants with account balances | 2009-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2022 : J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
---|
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-1,441,900 |
Expenses. Total of all expenses incurred | 2022-12-31 | $2,114,980 |
Benefits paid (including direct rollovers) | 2022-12-31 | $2,113,323 |
Total plan assets at end of year | 2022-12-31 | $8,710,398 |
Total plan assets at beginning of year | 2022-12-31 | $12,267,278 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $366,728 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-2,162,655 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-3,556,880 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,710,398 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,267,278 |
Assets. Value of participant loans | 2022-12-31 | $212,711 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $354,027 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,657 |
2021 : J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
---|
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $2,397,165 |
Expenses. Total of all expenses incurred | 2021-12-31 | $587,597 |
Benefits paid (including direct rollovers) | 2021-12-31 | $586,553 |
Total plan assets at end of year | 2021-12-31 | $12,267,278 |
Total plan assets at beginning of year | 2021-12-31 | $10,457,710 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $303,502 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $203,338 |
Other income received | 2021-12-31 | $1,604,325 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $1,809,568 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $12,267,278 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,457,710 |
Assets. Value of participant loans | 2021-12-31 | $39,038 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $286,000 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,044 |
2020 : J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
---|
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,796,662 |
Expenses. Total of all expenses incurred | 2020-12-31 | $431,626 |
Benefits paid (including direct rollovers) | 2020-12-31 | $446,134 |
Total plan assets at end of year | 2020-12-31 | $10,457,710 |
Total plan assets at beginning of year | 2020-12-31 | $9,092,674 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $313,177 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $427 |
Other income received | 2020-12-31 | $1,437,041 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $1,365,036 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $10,457,710 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,092,674 |
Assets. Value of participant loans | 2020-12-31 | $69,377 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $46,017 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $-15,591 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,083 |
2019 : J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
---|
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $2,167,803 |
Expenses. Total of all expenses incurred | 2019-12-31 | $2,289,627 |
Benefits paid (including direct rollovers) | 2019-12-31 | $2,289,033 |
Total plan assets at end of year | 2019-12-31 | $9,092,674 |
Total plan assets at beginning of year | 2019-12-31 | $9,214,498 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $298,867 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $1,868,936 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $-121,824 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $9,092,674 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,214,498 |
Assets. Value of participant loans | 2019-12-31 | $87,795 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $594 |
2018 : J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
---|
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-172,819 |
Expenses. Total of all expenses incurred | 2018-12-31 | $238,239 |
Benefits paid (including direct rollovers) | 2018-12-31 | $237,646 |
Total plan assets at end of year | 2018-12-31 | $9,214,498 |
Total plan assets at beginning of year | 2018-12-31 | $9,625,556 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $263,647 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-746,502 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-411,058 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $9,214,498 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,625,556 |
Assets. Value of participant loans | 2018-12-31 | $67,190 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $310,036 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $593 |
2017 : J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
---|
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,925,564 |
Expenses. Total of all expenses incurred | 2017-12-31 | $44,864 |
Benefits paid (including direct rollovers) | 2017-12-31 | $44,531 |
Total plan assets at end of year | 2017-12-31 | $9,625,556 |
Total plan assets at beginning of year | 2017-12-31 | $7,744,856 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $248,352 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $1,390,961 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,880,700 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $9,625,556 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,744,856 |
Assets. Value of participant loans | 2017-12-31 | $65,231 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $286,251 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $333 |
2016 : J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 | $1,069,805 |
Expenses. Total of all expenses incurred | 2016-12-31 | $711,253 |
Benefits paid (including direct rollovers) | 2016-12-31 | $710,801 |
Total plan assets at end of year | 2016-12-31 | $7,744,856 |
Total plan assets at beginning of year | 2016-12-31 | $7,386,304 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $249,426 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $19,713 |
Other income received | 2016-12-31 | $518,009 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $358,552 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,744,856 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,386,304 |
Assets. Value of participant loans | 2016-12-31 | $85,988 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $282,657 |
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 | $452 |
2015 : J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 | $501,516 |
Expenses. Total of all expenses incurred | 2015-12-31 | $235,123 |
Benefits paid (including direct rollovers) | 2015-12-31 | $228,729 |
Total plan assets at end of year | 2015-12-31 | $7,386,304 |
Total plan assets at beginning of year | 2015-12-31 | $7,119,911 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $255,882 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $1,264 |
Other income received | 2015-12-31 | $-28,321 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $266,393 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $7,386,304 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,119,911 |
Assets. Value of participant loans | 2015-12-31 | $33,042 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $272,691 |
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 | $6,394 |
2014 : J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $874,669 |
Expenses. Total of all expenses incurred | 2014-12-31 | $142,821 |
Benefits paid (including direct rollovers) | 2014-12-31 | $127,544 |
Total plan assets at end of year | 2014-12-31 | $7,119,911 |
Total plan assets at beginning of year | 2014-12-31 | $6,388,063 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $227,770 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $129,898 |
Other income received | 2014-12-31 | $277,277 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $731,848 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,119,911 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,388,063 |
Assets. Value of participant loans | 2014-12-31 | $12,357 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $239,724 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $7,921 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $7,356 |
2013 : J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,342,145 |
Expenses. Total of all expenses incurred | 2013-12-31 | $60,472 |
Benefits paid (including direct rollovers) | 2013-12-31 | $33,896 |
Total plan assets at end of year | 2013-12-31 | $6,388,063 |
Total plan assets at beginning of year | 2013-12-31 | $5,106,390 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $205,753 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $886,462 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $1,281,673 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $6,388,063 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,106,390 |
Assets. Value of participant loans | 2013-12-31 | $17,359 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $249,930 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $19,382 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $7,194 |
2012 : J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $870,833 |
Expenses. Total of all expenses incurred | 2012-12-31 | $11,130 |
Total plan assets at end of year | 2012-12-31 | $5,106,390 |
Total plan assets at beginning of year | 2012-12-31 | $4,246,687 |
Value of fidelity bond covering the plan | 2012-12-31 | $450,000 |
Total contributions received or receivable from participants | 2012-12-31 | $155,549 |
Other income received | 2012-12-31 | $523,551 |
Net income (gross income less expenses) | 2012-12-31 | $859,703 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,106,390 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,246,687 |
Assets. Value of participant loans | 2012-12-31 | $4,865 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $191,733 |
Value of corrective distributions | 2012-12-31 | $3,951 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,179 |
2011 : J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $165,065 |
Expenses. Total of all expenses incurred | 2011-12-31 | $341,892 |
Benefits paid (including direct rollovers) | 2011-12-31 | $311,451 |
Total plan assets at end of year | 2011-12-31 | $4,246,687 |
Total plan assets at beginning of year | 2011-12-31 | $4,423,514 |
Value of fidelity bond covering the plan | 2011-12-31 | $450,000 |
Total contributions received or receivable from participants | 2011-12-31 | $152,843 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $10,568 |
Other income received | 2011-12-31 | $-221,612 |
Net income (gross income less expenses) | 2011-12-31 | $-176,827 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,246,687 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,423,514 |
Assets. Value of participant loans | 2011-12-31 | $9,264 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $223,266 |
Value of corrective distributions | 2011-12-31 | $23,161 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $7,280 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $827,266 |
Expenses. Total of all expenses incurred | 2010-12-31 | $318,614 |
Benefits paid (including direct rollovers) | 2010-12-31 | $286,749 |
Total plan assets at end of year | 2010-12-31 | $4,423,514 |
Total plan assets at beginning of year | 2010-12-31 | $3,914,862 |
Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
Total contributions received or receivable from participants | 2010-12-31 | $177,983 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $7,033 |
Other income received | 2010-12-31 | $397,144 |
Net income (gross income less expenses) | 2010-12-31 | $508,652 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,423,514 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,914,862 |
Assets. Value of participant loans | 2010-12-31 | $10,328 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $245,106 |
Value of corrective distributions | 2010-12-31 | $24,179 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $7,686 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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 |
2022: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Mulitple employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Mulitple employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Mulitple employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Mulitple employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Mulitple employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Mulitple employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Mulitple employer plan |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | This submission is the final filing | No |
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: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Mulitple 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: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Mulitple 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: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Mulitple employer plan |
2013-01-01 | Submission has been amended | Yes |
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: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Mulitple 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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 funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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 funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |