401k Plan data: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN plan

DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 401k Plan overview

Plan Name	DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN
Plan identification number	001

DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

DOLING CHANG ASHMORE, CPA, INC. has sponsored the creation of one or more 401k plans.

Company Name: DOLING CHANG ASHMORE, CPA, INC.

Employer identification number (EIN): 680487457

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about DOLING CHANG ASHMORE, CPA, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2002-01-16

Company Identification Number: C2373490

Legal Registered Office Address: 430 Sherman Avenue, Suite 314

Palo Alto
United States of America (USA)
94306

More information about DOLING CHANG ASHMORE, CPA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 DOLING CHANG ASHMORE
001 2017-01-01 DOLING CHANG ASHMORE
001 2016-01-01 DOLING CHANG ASHMORE
001 2015-01-01 DOLING CHANG ASHMORE
001 2014-01-01 DOLING CHANG ASHMORE
001 2013-01-01 DOLING CHANG ASHMORE
001 2012-01-01 DOLING CHANG ASHMORE
001 2011-01-01 DOLING CHANG ASHMORE
001 2010-01-01 DOLING CHANG ASHMORE
001 2009-01-01 DOLING CHANG ASHMORE

Plan Statistics for DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN

401k plan membership statisitcs for DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN

Measure Date Value
2019: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
2018: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Total of all active and inactive participants 2018-01-01 3
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
2017: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Total of all active and inactive participants 2017-01-01 3
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
2016: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
2015: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
2014: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
2012: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 2
2011: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
2010: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2019: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
2018: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Total of all active and inactive participants	2018-01-01	3
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
2017: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Total of all active and inactive participants	2017-01-01	3
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
2016: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
2015: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
2014: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
2012: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	2
2011: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
2010: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN

Measure	Date	Value
2019 : DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$183,483
Expenses. Total of all expenses incurred	2019-12-31	$870,523
Benefits paid (including direct rollovers)	2019-12-31	$858,944
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$687,040
Total contributions received or receivable from participants	2019-12-31	$30,000
Other income received	2019-12-31	$146,718
Net income (gross income less expenses)	2019-12-31	$-687,040
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$687,040
Total contributions received or receivable from employer(s)	2019-12-31	$6,765
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$11,579
2018 : DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-21,588
Expenses. Total of all expenses incurred	2018-12-31	$11,077
Total plan assets at end of year	2018-12-31	$687,040
Total plan assets at beginning of year	2018-12-31	$719,705
Total contributions received or receivable from participants	2018-12-31	$30,000
Other income received	2018-12-31	$-58,162
Net income (gross income less expenses)	2018-12-31	$-32,665
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$687,040
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$719,705
Total contributions received or receivable from employer(s)	2018-12-31	$6,574
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$11,077
2017 : DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$139,868
Expenses. Total of all expenses incurred	2017-12-31	$9,811
Total plan assets at end of year	2017-12-31	$719,705
Total plan assets at beginning of year	2017-12-31	$589,648
Total contributions received or receivable from participants	2017-12-31	$20,000
Other income received	2017-12-31	$113,741
Net income (gross income less expenses)	2017-12-31	$130,057
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$719,705
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$589,648
Total contributions received or receivable from employer(s)	2017-12-31	$6,127
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$9,811
2016 : DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$74,965
Expenses. Total of all expenses incurred	2016-12-31	$8,446
Total plan assets at end of year	2016-12-31	$589,648
Total plan assets at beginning of year	2016-12-31	$523,129
Total contributions received or receivable from participants	2016-12-31	$30,000
Other income received	2016-12-31	$38,997
Net income (gross income less expenses)	2016-12-31	$66,519
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$589,648
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$523,129
Total contributions received or receivable from employer(s)	2016-12-31	$5,968
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8,446
2015 : DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$40,797
Expenses. Total of all expenses incurred	2015-12-31	$8,558
Benefits paid (including direct rollovers)	2015-12-31	$806
Total plan assets at end of year	2015-12-31	$523,129
Total plan assets at beginning of year	2015-12-31	$490,890
Total contributions received or receivable from participants	2015-12-31	$40,000
Other income received	2015-12-31	$-12,882
Net income (gross income less expenses)	2015-12-31	$32,239
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$523,129
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$490,890
Total contributions received or receivable from employer(s)	2015-12-31	$13,679
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$7,752
2014 : DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$65,914
Expenses. Total of all expenses incurred	2014-12-31	$7,158
Total plan assets at end of year	2014-12-31	$490,890
Total plan assets at beginning of year	2014-12-31	$432,134
Total contributions received or receivable from participants	2014-12-31	$40,000
Other income received	2014-12-31	$16,229
Net income (gross income less expenses)	2014-12-31	$58,756
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$490,890
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$432,134
Total contributions received or receivable from employer(s)	2014-12-31	$9,685
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$7,158
2013 : DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$100,538
Expenses. Total of all expenses incurred	2013-12-31	$5,260
Total plan assets at end of year	2013-12-31	$432,134
Total plan assets at beginning of year	2013-12-31	$336,856
Total contributions received or receivable from participants	2013-12-31	$22,000
Other income received	2013-12-31	$67,870
Net income (gross income less expenses)	2013-12-31	$95,278
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$432,134
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$336,856
Total contributions received or receivable from employer(s)	2013-12-31	$10,668
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,260
2012 : DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$-6,143
Total income from all sources	2012-12-31	$79,229
Expenses. Total of all expenses incurred	2012-12-31	$4,565
Total plan assets at end of year	2012-12-31	$336,856
Total plan assets at beginning of year	2012-12-31	$268,335
Total contributions received or receivable from participants	2012-12-31	$25,000
Other income received	2012-12-31	$43,267
Net income (gross income less expenses)	2012-12-31	$74,664
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$336,856
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$268,335
Total contributions received or receivable from employer(s)	2012-12-31	$10,962
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,565
2011 : DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$8,485
Expenses. Total of all expenses incurred	2011-12-31	$4,087
Total plan assets at end of year	2011-12-31	$268,335
Total plan assets at beginning of year	2011-12-31	$263,937
Total contributions received or receivable from participants	2011-12-31	$21,000
Other income received	2011-12-31	$-17,305
Net income (gross income less expenses)	2011-12-31	$4,398
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$268,335
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$263,937
Total contributions received or receivable from employer(s)	2011-12-31	$4,790
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,087
2010 : DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$60,039
Expenses. Total of all expenses incurred	2010-12-31	$3,357
Total plan assets at end of year	2010-12-31	$263,937
Total plan assets at beginning of year	2010-12-31	$207,255
Total contributions received or receivable from participants	2010-12-31	$21,000
Other income received	2010-12-31	$33,911
Net income (gross income less expenses)	2010-12-31	$56,682
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$263,937
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$207,255
Total contributions received or receivable from employer(s)	2010-12-31	$5,128
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,357

Form 5500 Responses for DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN

2019: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DOLING CHANG ASHMORE, CPA, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DOLING CHANG ASHMORE, CPA, INC.
Employer identification number (EIN):	680487457
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2002-01-16
Company Identification Number:	C2373490
Legal Registered Office Address:	430 Sherman Avenue, Suite 314 Palo Alto United States of America (USA) 94306

Plan id#	Filing Submission Date	Name of Administrator
001	2019-01-01
001	2018-01-01	DOLING CHANG ASHMORE
001	2017-01-01	DOLING CHANG ASHMORE
001	2016-01-01	DOLING CHANG ASHMORE
001	2015-01-01	DOLING CHANG ASHMORE
001	2014-01-01	DOLING CHANG ASHMORE
001	2013-01-01	DOLING CHANG ASHMORE
001	2012-01-01	DOLING CHANG ASHMORE
001	2011-01-01	DOLING CHANG ASHMORE
001	2010-01-01	DOLING CHANG ASHMORE
001	2009-01-01	DOLING CHANG ASHMORE