DR. AMY CHU-WONG MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DR. AMY CHU-WONG MD DEFINED BENEFIT PLAN AND TRUST
401k plan membership statisitcs for DR. AMY CHU-WONG MD DEFINED BENEFIT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2009: DR. AMY CHU-WONG MD DEFINED BENEFIT PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-12-31 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-12-31 | 2 |
| Number of retired or separated participants receiving benefits | 2009-12-31 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-12-31 | 1 |
| Total of all active and inactive participants | 2009-12-31 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-12-31 | 0 |
| Total participants | 2009-12-31 | 3 |
| Number of participants with account balances | 2009-12-31 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-31 | 0 |
| 2008: DR. AMY CHU-WONG MD DEFINED BENEFIT PLAN AND TRUST 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-12-31 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-12-31 | 2 |
| Number of retired or separated participants receiving benefits | 2008-12-31 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-12-31 | 1 |
| Total of all active and inactive participants | 2008-12-31 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-12-31 | 0 |
| Total participants | 2008-12-31 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-12-31 | 1 |
| 2007: DR. AMY CHU-WONG MD DEFINED BENEFIT PLAN AND TRUST 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-12-31 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-12-31 | 2 |
| Number of retired or separated participants receiving benefits | 2007-12-31 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-12-31 | 1 |
| Total of all active and inactive participants | 2007-12-31 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-12-31 | 0 |
| Total participants | 2007-12-31 | 3 |
| Number of participants with account balances | 2007-12-31 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-12-31 | 1 |
| 2006: DR. AMY CHU-WONG MD DEFINED BENEFIT PLAN AND TRUST 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-12-31 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-12-31 | 3 |
| Number of retired or separated participants receiving benefits | 2006-12-31 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2006-12-31 | 0 |
| Total of all active and inactive participants | 2006-12-31 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-12-31 | 0 |
| Total participants | 2006-12-31 | 3 |
| Number of participants with account balances | 2006-12-31 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-12-31 | 0 |
| Measure | Date | Value |
|---|
| 2011 : DR. AMY CHU-WONG MD DEFINED BENEFIT PLAN AND TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-30 | $0 |
| Total plan liabilities at beginning of year | 2011-12-30 | $0 |
| Total income from all sources | 2011-12-30 | $25,882 |
| Expenses. Total of all expenses incurred | 2011-12-30 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-30 | $0 |
| Total plan assets at end of year | 2011-12-30 | $805,006 |
| Total plan assets at beginning of year | 2011-12-30 | $779,124 |
| Total contributions received or receivable from participants | 2011-12-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-30 | $0 |
| Other income received | 2011-12-30 | $25,882 |
| Noncash contributions received | 2011-12-30 | $0 |
| Net income (gross income less expenses) | 2011-12-30 | $25,882 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-30 | $805,006 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-30 | $779,124 |
| Total contributions received or receivable from employer(s) | 2011-12-30 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-30 | $0 |
| Value of corrective distributions | 2011-12-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-30 | $0 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2011-12-30 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-30 | $0 |
| 2010 : DR. AMY CHU-WONG MD DEFINED BENEFIT PLAN AND TRUST 2010 401k financial data |
|---|
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2010-12-30 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-30 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-30 | $0 |
| 2009: DR. AMY CHU-WONG MD DEFINED BENEFIT PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-12-31 | Type of plan entity | Single employer plan |
| 2009-12-31 | Submission has been amended | Yes |
| 2009-12-31 | This submission is the final filing | No |
| 2009-12-31 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-12-31 | Plan is a collectively bargained plan | No |
| 2009-12-31 | Plan funding arrangement – Insurance | Yes |
| 2009-12-31 | Plan funding arrangement – Trust | Yes |
| 2009-12-31 | Plan benefit arrangement – Insurance | Yes |
| 2009-12-31 | Plan benefit arrangement - Trust | Yes |
| 2008: DR. AMY CHU-WONG MD DEFINED BENEFIT PLAN AND TRUST 2008 form 5500 responses |
|---|
| 2008-12-31 | Type of plan entity | Single employer plan |
| 2008-12-31 | Submission has been amended | No |
| 2008-12-31 | This submission is the final filing | No |
| 2008-12-31 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-12-31 | Plan is a collectively bargained plan | No |
| 2008-12-31 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2008-12-31 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2007: DR. AMY CHU-WONG MD DEFINED BENEFIT PLAN AND TRUST 2007 form 5500 responses |
|---|
| 2007-12-31 | Type of plan entity | Single employer plan |
| 2007-12-31 | Submission has been amended | Yes |
| 2007-12-31 | This submission is the final filing | No |
| 2007-12-31 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-12-31 | Plan is a collectively bargained plan | No |
| 2007-12-31 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2007-12-31 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2006: DR. AMY CHU-WONG MD DEFINED BENEFIT PLAN AND TRUST 2006 form 5500 responses |
|---|
| 2006-12-31 | Type of plan entity | Single employer plan |
| 2006-12-31 | Submission has been amended | Yes |
| 2006-12-31 | This submission is the final filing | No |
| 2006-12-31 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-12-31 | Plan is a collectively bargained plan | No |
| 2006-12-31 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2006-12-31 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0341820 |
| Policy instance | 1 |
| Insurance contract or identification number | 0341820 | | Number of Individuals Covered | 4 | | Total amount of commissions paid to insurance broker | USD $-8,234 | | Total amount of fees paid to insurance company | USD $-1,729 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0341820 |
| Policy instance | 1 |
| Insurance contract or identification number | 0341820 | | Number of Individuals Covered | 4 | | Total amount of commissions paid to insurance broker | USD $14,617 | | Total amount of fees paid to insurance company | USD $2,280 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 |
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