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ALEX TONG CPA AND ASSOCIATES LLC 401(K) P/S PLAN 401k Plan overview

Plan NameALEX TONG CPA AND ASSOCIATES LLC 401(K) P/S PLAN
Plan identification number 001

ALEX TONG CPA AND ASSOCIATES LLC 401(K) P/S 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.

401k Sponsoring company profile

ALEX TONG CPA AND ASSOCIATES LLC has sponsored the creation of one or more 401k plans.

Company Name:ALEX TONG CPA AND ASSOCIATES LLC
Employer identification number (EIN):203144810
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEX TONG CPA AND ASSOCIATES LLC 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALEX TONG2024-05-23
0012022-01-01ALEX TONG2023-04-13
0012021-01-01ALEX TONG2022-05-25

Financial Data on ALEX TONG CPA AND ASSOCIATES LLC 401(K) P/S PLAN

Measure Date Value
2025 : ALEX TONG CPA AND ASSOCIATES LLC 401(K) P/S PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-130
Total expenses incurred by plan in this plan year2025-05-131245
Net assets as of the end of the plan year2025-05-13218795
Total assets as of the beginning of the plan year2025-05-13149350
Value of plan covered by a fidelity bond2025-05-1330000
Participant contributions to plan in this plan year2025-05-1339510
Value of participant loans at end of plan year2025-05-136761
Other income to plan in this plan year2025-05-1318649
Plan net income in this plan year2025-05-1369445
Net assets as of the end of the plan year2025-05-13218795
Net assets as of the beginning of the plan year2025-05-13149350
Employer contributions to plan in this plan year2025-05-1312531
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-131245
2024 : ALEX TONG CPA AND ASSOCIATES LLC 401(K) P/S PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-230
Total expenses incurred by plan in this plan year2024-05-2311654
Net assets as of the end of the plan year2024-05-23149350
Total assets as of the beginning of the plan year2024-05-2390033
Value of plan covered by a fidelity bond2024-05-2310000
Participant contributions to plan in this plan year2024-05-2340201
Other income to plan in this plan year2024-05-2318072
Plan net income in this plan year2024-05-2359317
Net assets as of the end of the plan year2024-05-23149350
Net assets as of the beginning of the plan year2024-05-2390033
Employer contributions to plan in this plan year2024-05-2312698
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-23927
2022 : ALEX TONG CPA AND ASSOCIATES LLC 401(K) P/S PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-05-250
Total expenses incurred by plan in this plan year2022-05-25326
Net assets as of the end of the plan year2022-05-2549616
Value of plan covered by a fidelity bond2022-05-2510000
Participant contributions to plan in this plan year2022-05-2536388
Other expenses paid from plan in this plan year2022-05-250
Other contributions to plan in this plan year2022-05-250
Other income to plan in this plan year2022-05-252075
Plan net income in this plan year2022-05-2549616
Net assets as of the end of the plan year2022-05-2549616
Net assets as of the beginning of the plan year2022-05-250
Employer contributions to plan in this plan year2022-05-2511479
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-25326

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