401k Plan data: KAREN YU, CPA RETIREMENT PLAN plan

KAREN YU, CPA RETIREMENT PLAN 401k Plan overview

Plan Name	KAREN YU, CPA RETIREMENT PLAN
Plan identification number	001

KAREN YU, CPA RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

KAREN YU, CPA, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: KAREN YU, CPA, A PROFESSIONAL CORPORATION

Employer identification number (EIN): 833031097

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAREN YU, CPA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 KAREN YU 2022-09-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	KAREN YU	2022-09-26

Financial Data on KAREN YU, CPA RETIREMENT PLAN

Measure	Date	Value
2022 : KAREN YU, CPA RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-26	0
Net assets as of the end of the plan year	2022-09-26	258489
Total assets as of the beginning of the plan year	2022-09-26	93990
Value of plan covered by a fidelity bond	2022-09-26	10000
Participant contributions to plan in this plan year	2022-09-26	39455
Other contributions to plan in this plan year	2022-09-26	117000
Other income to plan in this plan year	2022-09-26	22
Plan net income in this plan year	2022-09-26	164499
Net assets as of the end of the plan year	2022-09-26	258489
Net assets as of the beginning of the plan year	2022-09-26	93990
Employer contributions to plan in this plan year	2022-09-26	8022
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-26	0

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Company Name:	KAREN YU, CPA, A PROFESSIONAL CORPORATION
Employer identification number (EIN):	833031097
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants