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HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameHARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN
Plan identification number 002

HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Life insurance

401k Sponsoring company profile

HARVEY C. CHONG, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:HARVEY C. CHONG, D.D.S., INC.
Employer identification number (EIN):990144212
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01HARVEY CHONG JR2024-07-29 HARVEY CHONG JR2024-07-29
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01HARVEY CHONG, JR.2019-04-01 HARVEY CHONG, JR.2019-04-01
0022017-01-01HARVEY CHONG2018-03-16 HARVEY CHONG2018-03-16
0022016-01-01HARVEY CHONG2017-06-21 HARVEY CHONG2017-06-21
0022015-01-01HARVEY C. CHONG, JR.2016-09-27 HARVEY C. CHONG, JR.2016-09-27
0022014-01-01HARVEY CHONG2015-06-16 HARVEY CHONG2015-06-16
0022013-01-01HARVEY CHONG, JR.2014-07-28 HARVEY CHONG, JR.2014-07-28
0022012-01-01HARVEY CHONG, JR.2013-05-21 HARVEY CHONG, JR.2013-05-21
0022011-01-01HARVEY CHONG, JR.2012-07-27 HARVEY CHONG, JR.2012-07-27
0022010-01-01HARVEY CHONG, JR.2011-08-26 HARVEY CHONG, JR.2011-08-26

Plan Statistics for HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN

Measure Date Value
2022: HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN

Measure Date Value
2022 : HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-24,303
Expenses. Total of all expenses incurred2022-12-31$4,438
Benefits paid (including direct rollovers)2022-12-31$985
Total plan assets at end of year2022-12-31$280,349
Total plan assets at beginning of year2022-12-31$309,090
Value of fidelity bond covering the plan2022-12-31$80,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-25,288
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-28,741
Net plan assets at end of year (total assets less liabilities)2022-12-31$280,349
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$309,090
Total contributions received or receivable from employer(s)2022-12-31$985
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,453
2021 : HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$27,111
Expenses. Total of all expenses incurred2021-12-31$4,831
Benefits paid (including direct rollovers)2021-12-31$1,100
Total plan assets at end of year2021-12-31$309,090
Total plan assets at beginning of year2021-12-31$286,810
Value of fidelity bond covering the plan2021-12-31$80,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$26,076
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$22,280
Net plan assets at end of year (total assets less liabilities)2021-12-31$309,090
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$286,810
Total contributions received or receivable from employer(s)2021-12-31$1,035
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,731
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$20,573
Expenses. Total of all expenses incurred2020-12-31$4,129
Benefits paid (including direct rollovers)2020-12-31$1,035
Total plan assets at end of year2020-12-31$286,810
Total plan assets at beginning of year2020-12-31$270,366
Value of fidelity bond covering the plan2020-12-31$75,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$19,538
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$16,444
Net plan assets at end of year (total assets less liabilities)2020-12-31$286,810
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$270,366
Total contributions received or receivable from employer(s)2020-12-31$1,035
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,094
2019 : HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN 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$22,417
Expenses. Total of all expenses incurred2019-12-31$3,157
Benefits paid (including direct rollovers)2019-12-31$1,035
Total plan assets at end of year2019-12-31$270,366
Total plan assets at beginning of year2019-12-31$251,106
Value of fidelity bond covering the plan2019-12-31$75,000
Total contributions received or receivable from participants2019-12-31$0
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$21,382
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$19,260
Net plan assets at end of year (total assets less liabilities)2019-12-31$270,366
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$251,106
Total contributions received or receivable from employer(s)2019-12-31$1,035
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$2,122

Form 5500 Responses for HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN

2022: HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN 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 filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HARVEY C. CHONG, D.D.S., INC. PROFIT SHARING PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberC3192
Policy instance 1
Insurance contract or identification numberC3192
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $20
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $985
Commission paid to Insurance BrokerUSD $20
Insurance broker organization code?3
THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberC3192
Policy instance 1
Insurance contract or identification numberC3192
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $21
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,035
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $21
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberC3192
Policy instance 1
Insurance contract or identification numberC3192
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $21
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,035
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21
Insurance broker organization code?3
THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )
Policy contract numberC3192
Policy instance 1
Insurance contract or identification numberC3192
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $21
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,035
Commission paid to Insurance BrokerUSD $21
Insurance broker organization code?3

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