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J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJ C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

J C CHANG & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:J C CHANG & ASSOCIATES
Employer identification number (EIN):954008651
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TIMOTHY P. KELLY
0012016-01-01TIMOTHY KELLY
0012016-01-01
0012015-01-01TIMOTHY KELLY
0012014-01-01TIMOTHY KELLY
0012013-01-01TIMOTHY KELLY
0012012-01-01TIMOTHY KELLY TIMOTHY KELLY2013-05-29
0012011-01-01TIMOTHY KELLY
0012009-01-01TIMOTHY KELLY

Plan Statistics for 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-year2022-01-0149
Total number of active participants reported on line 7a of the Form 55002022-01-0136
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0156
Number of participants with account balances2022-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0147
Total number of active participants reported on line 7a of the Form 55002021-01-0133
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0149
Number of participants with account balances2021-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0150
Total number of active participants reported on line 7a of the Form 55002020-01-0131
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0147
Number of participants with account balances2020-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0144
Total number of active participants reported on line 7a of the Form 55002019-01-0132
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-0150
Number of participants with account balances2019-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0144
Total number of active participants reported on line 7a of the Form 55002018-01-0128
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-0144
Number of participants with account balances2018-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0143
Total number of active participants reported on line 7a of the Form 55002017-01-0127
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0144
Number of participants with account balances2017-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0142
Total number of active participants reported on line 7a of the Form 55002016-01-0128
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0143
Number of participants with account balances2016-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0140
Total number of active participants reported on line 7a of the Form 55002015-01-0129
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0142
Number of participants with account balances2015-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0137
Total number of active participants reported on line 7a of the Form 55002014-01-0128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0140
Number of participants with account balances2014-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0138
Total number of active participants reported on line 7a of the Form 55002013-01-0129
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0137
Number of participants with account balances2013-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0132
Total number of active participants reported on line 7a of the Form 55002012-01-0127
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-0138
Number of participants with account balances2012-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0134
Total number of active participants reported on line 7a of the Form 55002011-01-0122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-0132
Number of participants with account balances2011-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0139
Total number of active participants reported on line 7a of the Form 55002009-01-0128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-0137
Number of participants with account balances2009-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 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 financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,441,900
Expenses. Total of all expenses incurred2022-12-31$2,114,980
Benefits paid (including direct rollovers)2022-12-31$2,113,323
Total plan assets at end of year2022-12-31$8,710,398
Total plan assets at beginning of year2022-12-31$12,267,278
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$366,728
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-2,162,655
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$212,711
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$354,027
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$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 plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,397,165
Expenses. Total of all expenses incurred2021-12-31$587,597
Benefits paid (including direct rollovers)2021-12-31$586,553
Total plan assets at end of year2021-12-31$12,267,278
Total plan assets at beginning of year2021-12-31$10,457,710
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$303,502
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$203,338
Other income received2021-12-31$1,604,325
Noncash contributions received2021-12-31$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 loans2021-12-31$39,038
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$286,000
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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 plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,796,662
Expenses. Total of all expenses incurred2020-12-31$431,626
Benefits paid (including direct rollovers)2020-12-31$446,134
Total plan assets at end of year2020-12-31$10,457,710
Total plan assets at beginning of year2020-12-31$9,092,674
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$313,177
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$427
Other income received2020-12-31$1,437,041
Noncash contributions received2020-12-31$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 loans2020-12-31$69,377
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$46,017
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$-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 plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,167,803
Expenses. Total of all expenses incurred2019-12-31$2,289,627
Benefits paid (including direct rollovers)2019-12-31$2,289,033
Total plan assets at end of year2019-12-31$9,092,674
Total plan assets at beginning of year2019-12-31$9,214,498
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$298,867
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,868,936
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-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 loans2019-12-31$87,795
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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 plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-172,819
Expenses. Total of all expenses incurred2018-12-31$238,239
Benefits paid (including direct rollovers)2018-12-31$237,646
Total plan assets at end of year2018-12-31$9,214,498
Total plan assets at beginning of year2018-12-31$9,625,556
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$263,647
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-746,502
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$67,190
Total contributions received or receivable from employer(s)2018-12-31$310,036
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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 plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,925,564
Expenses. Total of all expenses incurred2017-12-31$44,864
Benefits paid (including direct rollovers)2017-12-31$44,531
Total plan assets at end of year2017-12-31$9,625,556
Total plan assets at beginning of year2017-12-31$7,744,856
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$248,352
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,390,961
Noncash contributions received2017-12-31$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 loans2017-12-31$65,231
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$286,251
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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 plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,069,805
Expenses. Total of all expenses incurred2016-12-31$711,253
Benefits paid (including direct rollovers)2016-12-31$710,801
Total plan assets at end of year2016-12-31$7,744,856
Total plan assets at beginning of year2016-12-31$7,386,304
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$249,426
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$19,713
Other income received2016-12-31$518,009
Noncash contributions received2016-12-31$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 loans2016-12-31$85,988
Total contributions received or receivable from employer(s)2016-12-31$282,657
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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 plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$501,516
Expenses. Total of all expenses incurred2015-12-31$235,123
Benefits paid (including direct rollovers)2015-12-31$228,729
Total plan assets at end of year2015-12-31$7,386,304
Total plan assets at beginning of year2015-12-31$7,119,911
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$255,882
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$1,264
Other income received2015-12-31$-28,321
Noncash contributions received2015-12-31$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 loans2015-12-31$33,042
Total contributions received or receivable from employer(s)2015-12-31$272,691
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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 plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$874,669
Expenses. Total of all expenses incurred2014-12-31$142,821
Benefits paid (including direct rollovers)2014-12-31$127,544
Total plan assets at end of year2014-12-31$7,119,911
Total plan assets at beginning of year2014-12-31$6,388,063
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$227,770
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$129,898
Other income received2014-12-31$277,277
Noncash contributions received2014-12-31$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 loans2014-12-31$12,357
Total contributions received or receivable from employer(s)2014-12-31$239,724
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,342,145
Expenses. Total of all expenses incurred2013-12-31$60,472
Benefits paid (including direct rollovers)2013-12-31$33,896
Total plan assets at end of year2013-12-31$6,388,063
Total plan assets at beginning of year2013-12-31$5,106,390
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$205,753
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$886,462
Noncash contributions received2013-12-31$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 loans2013-12-31$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 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$249,930
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 sources2012-12-31$870,833
Expenses. Total of all expenses incurred2012-12-31$11,130
Total plan assets at end of year2012-12-31$5,106,390
Total plan assets at beginning of year2012-12-31$4,246,687
Value of fidelity bond covering the plan2012-12-31$450,000
Total contributions received or receivable from participants2012-12-31$155,549
Other income received2012-12-31$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 loans2012-12-31$4,865
Total contributions received or receivable from employer(s)2012-12-31$191,733
Value of corrective distributions2012-12-31$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 sources2011-12-31$165,065
Expenses. Total of all expenses incurred2011-12-31$341,892
Benefits paid (including direct rollovers)2011-12-31$311,451
Total plan assets at end of year2011-12-31$4,246,687
Total plan assets at beginning of year2011-12-31$4,423,514
Value of fidelity bond covering the plan2011-12-31$450,000
Total contributions received or receivable from participants2011-12-31$152,843
Contributions received from other sources (not participants or employers)2011-12-31$10,568
Other income received2011-12-31$-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 loans2011-12-31$9,264
Total contributions received or receivable from employer(s)2011-12-31$223,266
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
2010 : J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$827,266
Expenses. Total of all expenses incurred2010-12-31$318,614
Benefits paid (including direct rollovers)2010-12-31$286,749
Total plan assets at end of year2010-12-31$4,423,514
Total plan assets at beginning of year2010-12-31$3,914,862
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$177,983
Contributions received from other sources (not participants or employers)2010-12-31$7,033
Other income received2010-12-31$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 loans2010-12-31$10,328
Total contributions received or receivable from employer(s)2010-12-31$245,106
Value of corrective distributions2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2022: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: J C CHANG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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