R. L. CHIU & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan R. L. CHIU & ASSOCIATES 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for R. L. CHIU & ASSOCIATES 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: R. L. CHIU & ASSOCIATES 401(K) PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-09 | 19 |
| Total number of particpants at end of year | 2025-07-09 | 18 |
| Number of Participants With Account Balances | 2025-07-09 | 18 |
| 2024: R. L. CHIU & ASSOCIATES 401(K) PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-06-20 | 19 |
| Total number of particpants at end of year | 2024-06-20 | 19 |
| Number of Participants With Account Balances | 2024-06-20 | 19 |
| 2022: R. L. CHIU & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-10-04 | 16 |
| Total number of particpants at end of year | 2022-10-04 | 16 |
| Number of Participants With Account Balances | 2022-10-04 | 16 |
| 2009: R. L. CHIU & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
| 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 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 12 |
| Number of participants with account balances | 2009-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : R. L. CHIU & ASSOCIATES 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-09 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-09 | 225348 |
| Net assets as of the end of the plan year | 2025-07-09 | 7642859 |
| Total assets as of the beginning of the plan year | 2025-07-09 | 6744822 |
| Value of plan covered by a fidelity bond | 2025-07-09 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-09 | 181850 |
| Other expenses paid from plan in this plan year | 2025-07-09 | 0 |
| Other contributions to plan in this plan year | 2025-07-09 | 0 |
| Other income to plan in this plan year | 2025-07-09 | 801213 |
| Plan net income in this plan year | 2025-07-09 | 898037 |
| Net assets as of the end of the plan year | 2025-07-09 | 7642859 |
| Net assets as of the beginning of the plan year | 2025-07-09 | 6744822 |
| Employer contributions to plan in this plan year | 2025-07-09 | 140322 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-09 | 0 |
| 2024 : R. L. CHIU & ASSOCIATES 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-20 | 556174 |
| Net assets as of the end of the plan year | 2024-06-20 | 6744822 |
| Total assets as of the beginning of the plan year | 2024-06-20 | 6245494 |
| Value of plan covered by a fidelity bond | 2024-06-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-20 | 161297 |
| Other expenses paid from plan in this plan year | 2024-06-20 | 0 |
| Other contributions to plan in this plan year | 2024-06-20 | 0 |
| Other income to plan in this plan year | 2024-06-20 | 766686 |
| Plan net income in this plan year | 2024-06-20 | 499328 |
| Net assets as of the end of the plan year | 2024-06-20 | 6744822 |
| Net assets as of the beginning of the plan year | 2024-06-20 | 6245494 |
| Employer contributions to plan in this plan year | 2024-06-20 | 127519 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-20 | 0 |
| 2022 : R. L. CHIU & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-10-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-04 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-04 | 85400 |
| Net assets as of the end of the plan year | 2022-10-04 | 7412252 |
| Total assets as of the beginning of the plan year | 2022-10-04 | 6499842 |
| Value of plan covered by a fidelity bond | 2022-10-04 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-04 | 149217 |
| Other expenses paid from plan in this plan year | 2022-10-04 | 0 |
| Other contributions to plan in this plan year | 2022-10-04 | 0 |
| Other income to plan in this plan year | 2022-10-04 | 729537 |
| Plan net income in this plan year | 2022-10-04 | 912410 |
| Net assets as of the end of the plan year | 2022-10-04 | 7412252 |
| Net assets as of the beginning of the plan year | 2022-10-04 | 6499842 |
| Employer contributions to plan in this plan year | 2022-10-04 | 119056 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-04 | 0 |
| 2010 : R. L. CHIU & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $142,109 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,084 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $3,084 |
| Total plan assets at end of year | 2010-12-31 | $627,545 |
| Total plan assets at beginning of year | 2010-12-31 | $488,520 |
| Total contributions received or receivable from participants | 2010-12-31 | $77,350 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $45,355 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $139,025 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $627,545 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $488,520 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $19,404 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
