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ALEXANDER CHANG, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameALEXANDER CHANG, M.D. PROFIT SHARING PLAN
Plan identification number 001

ALEXANDER CHANG, M.D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

ALEXANDER CHANG M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDER CHANG M.D., P.C.
Employer identification number (EIN):232904038
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER CHANG, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01ALEXANDER CHANG, M.D.2017-07-19 ALEXANDER CHANG, M.D.2017-07-19
0012015-01-01ALEXANDER CHANG, M.D.2016-10-11 ALEXANDER CHANG, M.D.2016-10-11
0012014-01-01ALEXANDER CHANG, M.D.2015-09-28 ALEXANDER CHANG, M.D.2015-09-28
0012013-01-01ALEXANDER CHANG, M.D.2014-10-14 ALEXANDER CHANG, M.D.2014-10-14
0012012-01-01ALEXANDER CHANG, M.D.2013-10-08
0012011-01-01ALEXANDER CHANG, M.D.2012-08-31
0012010-01-01ALEXANDER CHANG, M.D.2011-10-12

Financial Data on ALEXANDER CHANG, M.D. PROFIT SHARING PLAN

Measure Date Value
2025 : ALEXANDER CHANG, M.D. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2193404
Net assets as of the end of the plan year2025-07-211912009
Total assets as of the beginning of the plan year2025-07-211565869
Value of plan covered by a fidelity bond2025-07-21156587
Participant contributions to plan in this plan year2025-07-21168382
Other income to plan in this plan year2025-07-21198762
Plan net income in this plan year2025-07-21346140
Net assets as of the end of the plan year2025-07-211912009
Net assets as of the beginning of the plan year2025-07-211565869
Employer contributions to plan in this plan year2025-07-2172400
Fees paid to broker by Benefit Provider2025-07-217737
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2121440
2024 : ALEXANDER CHANG, M.D. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-0566584
Net assets as of the end of the plan year2024-09-051565869
Total assets as of the beginning of the plan year2024-09-051191515
Value of plan covered by a fidelity bond2024-09-05157000
Participant contributions to plan in this plan year2024-09-05172517
Other income to plan in this plan year2024-09-05200450
Plan net income in this plan year2024-09-05374354
Net assets as of the end of the plan year2024-09-051565869
Net assets as of the beginning of the plan year2024-09-051191515
Employer contributions to plan in this plan year2024-09-0567971
Fees paid to broker by Benefit Provider2024-09-055998
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0516614

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