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SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameSOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST 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.
  • Plan covering Self-Employed individuals.
  • 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

SOCHOA, LLC has sponsored the creation of one or more 401k plans.

Company Name:SOCHOA, LLC
Employer identification number (EIN):464579124
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about SOCHOA, LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 201327010070

More information about SOCHOA, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01SARAH FRANCO
0012017-01-01SARAH FRANCO
0012016-01-01SARAH ANTONIO
0012015-01-01SARAH ANTONIO

Financial Data on SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2020 : SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-09-11$0
Total plan liabilities at end of year2020-09-11$0
Total plan liabilities at beginning of year2020-09-11$0
Total income from all sources2020-09-11$327,291
Expenses. Total of all expenses incurred2020-09-11$4,371,410
Benefits paid (including direct rollovers)2020-09-11$4,370,585
Total plan assets at end of year2020-09-11$0
Total plan assets at beginning of year2020-09-11$4,044,119
Value of fidelity bond covering the plan2020-09-11$40,000
Total contributions received or receivable from participants2020-09-11$103,356
Expenses. Other expenses not covered elsewhere2020-09-11$0
Contributions received from other sources (not participants or employers)2020-09-11$0
Other income received2020-09-11$187,549
Noncash contributions received2020-09-11$0
Net income (gross income less expenses)2020-09-11$-4,044,119
Net plan assets at end of year (total assets less liabilities)2020-09-11$0
Net plan assets at beginning of year (total assets less liabilities)2020-09-11$4,044,119
Assets. Value of participant loans2020-09-11$0
Total contributions received or receivable from employer(s)2020-09-11$36,386
Value of certain deemed distributions of participant loans2020-09-11$0
Value of corrective distributions2020-09-11$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-11$825
2019 : SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST 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$1,251,663
Expenses. Total of all expenses incurred2019-12-31$1,222,862
Benefits paid (including direct rollovers)2019-12-31$1,221,697
Total plan assets at end of year2019-12-31$4,044,119
Total plan assets at beginning of year2019-12-31$4,015,318
Value of fidelity bond covering the plan2019-12-31$40,000
Total contributions received or receivable from participants2019-12-31$220,937
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$946,182
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$28,801
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,044,119
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,015,318
Assets. Value of participant loans2019-12-31$39,615
Total contributions received or receivable from employer(s)2019-12-31$84,544
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$1,165
2018 : SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST 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$5,702
Expenses. Total of all expenses incurred2018-12-31$37,390
Benefits paid (including direct rollovers)2018-12-31$35,980
Total plan assets at end of year2018-12-31$4,015,318
Total plan assets at beginning of year2018-12-31$4,047,006
Value of fidelity bond covering the plan2018-12-31$40,000
Total contributions received or receivable from participants2018-12-31$219,945
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-295,651
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-31,688
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,015,318
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,047,006
Assets. Value of participant loans2018-12-31$39,954
Total contributions received or receivable from employer(s)2018-12-31$81,408
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$1,410
2017 : SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST 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$940,855
Expenses. Total of all expenses incurred2017-12-31$935
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$4,047,006
Total plan assets at beginning of year2017-12-31$3,107,086
Value of fidelity bond covering the plan2017-12-31$40,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$188,595
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$680,252
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$939,920
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,047,006
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,107,086
Assets. Value of participant loans2017-12-31$6,191
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$72,008
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$935
2016 : SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST 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$496,220
Expenses. Total of all expenses incurred2016-12-31$2,164
Benefits paid (including direct rollovers)2016-12-31$1,179
Total plan assets at end of year2016-12-31$3,107,086
Total plan assets at beginning of year2016-12-31$2,613,030
Value of fidelity bond covering the plan2016-12-31$40,000
Total contributions received or receivable from participants2016-12-31$178,935
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$243,159
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$494,056
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,107,086
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,613,030
Assets. Value of participant loans2016-12-31$4,504
Total contributions received or receivable from employer(s)2016-12-31$74,126
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$985
2015 : SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST 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$276,272
Expenses. Total of all expenses incurred2015-12-31$244,957
Benefits paid (including direct rollovers)2015-12-31$243,667
Total plan assets at end of year2015-12-31$2,613,030
Total plan assets at beginning of year2015-12-31$2,581,715
Value of fidelity bond covering the plan2015-12-31$40,000
Total contributions received or receivable from participants2015-12-31$171,155
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$30,856
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$31,315
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,613,030
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,581,715
Assets. Value of participant loans2015-12-31$4,768
Total contributions received or receivable from employer(s)2015-12-31$74,261
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$1,290

Form 5500 Responses for SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST

2020: SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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: SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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: SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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: SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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: SOCHOA LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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

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