ALAN FONG INSURANCE SERVICES, INC. DBA UBF CONSULTING has sponsored the creation of one or more 401k plans.
Additional information about ALAN FONG INSURANCE SERVICES, INC. DBA UBF CONSULTING
Submission information for form 5500 for 401k plan ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $148,753 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $58,430 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $58,430 |
| Total plan assets at end of year | 2023-12-31 | $900,936 |
| Total plan assets at beginning of year | 2023-12-31 | $810,613 |
| Value of fidelity bond covering the plan | 2023-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $13,062 |
| Other income received | 2023-12-31 | $123,468 |
| Net income (gross income less expenses) | 2023-12-31 | $90,323 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $900,936 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $810,613 |
| Assets. Value of participant loans | 2023-12-31 | $28,869 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $12,223 |
| 2022 : ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-92,942 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $329 |
| Total plan assets at end of year | 2022-12-31 | $810,613 |
| Total plan assets at beginning of year | 2022-12-31 | $903,884 |
| Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $32,121 |
| Other income received | 2022-12-31 | $-138,710 |
| Net income (gross income less expenses) | 2022-12-31 | $-93,271 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $810,613 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $903,884 |
| Assets. Value of participant loans | 2022-12-31 | $35,260 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $13,647 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $329 |
| 2021 : ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $147,907 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,620 |
| Total plan assets at end of year | 2021-12-31 | $903,884 |
| Total plan assets at beginning of year | 2021-12-31 | $757,597 |
| Value of fidelity bond covering the plan | 2021-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $20,102 |
| Other income received | 2021-12-31 | $116,126 |
| Net income (gross income less expenses) | 2021-12-31 | $146,287 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $903,884 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $757,597 |
| Assets. Value of participant loans | 2021-12-31 | $48,889 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $11,679 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,620 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2020 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $773 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $757,597 |
| Total plan assets at beginning of year | 2020-12-31 | $756,824 |
| Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $4,625 |
| Other income received | 2020-12-31 | $-13,029 |
| Net income (gross income less expenses) | 2020-12-31 | $773 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $757,597 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $756,824 |
| Assets. Value of participant loans | 2020-12-31 | $62,953 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $9,177 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $155,104 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $176,818 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $176,818 |
| Total plan assets at end of year | 2019-12-31 | $756,824 |
| Total plan assets at beginning of year | 2019-12-31 | $778,538 |
| Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $14,164 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $100,600 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $134,823 |
| Net income (gross income less expenses) | 2019-12-31 | $-21,714 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $756,824 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $778,538 |
| Assets. Value of participant loans | 2019-12-31 | $80,118 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $6,117 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $32,886 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $778,538 |
| Total plan assets at beginning of year | 2018-12-31 | $745,652 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $19,755 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $100,600 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $6,166 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $32,886 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $778,538 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $745,652 |
| Assets. Value of participant loans | 2018-12-31 | $23,703 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $6,965 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $160,379 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $8,389 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $745,652 |
| Total plan assets at beginning of year | 2017-12-31 | $593,662 |
| Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $50,000 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $100,600 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $95,462 |
| Net income (gross income less expenses) | 2017-12-31 | $151,990 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $745,652 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $593,662 |
| Assets. Value of participant loans | 2017-12-31 | $30,259 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $14,917 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $8,389 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $111,175 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $19,550 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $8,310 |
| Total plan assets at end of year | 2016-12-31 | $593,662 |
| Total plan assets at beginning of year | 2016-12-31 | $502,037 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $61,945 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $100,600 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $33,102 |
| Net income (gross income less expenses) | 2016-12-31 | $91,625 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $593,662 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $502,037 |
| Assets. Value of participant loans | 2016-12-31 | $42,773 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $16,128 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $11,240 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $102,350 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $690,306 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $690,306 |
| Total plan assets at end of year | 2015-12-31 | $502,037 |
| Total plan assets at beginning of year | 2015-12-31 | $1,089,993 |
| Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $67,229 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $100,600 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $18,638 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-587,956 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $502,037 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,089,993 |
| Assets. Value of participant loans | 2015-12-31 | $42,773 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $16,483 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $82,993 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $16,379 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $16,379 |
| Total plan assets at end of year | 2014-12-31 | $1,089,993 |
| Total plan assets at beginning of year | 2014-12-31 | $1,023,379 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $45,019 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $100,600 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $37,974 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $66,614 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,089,993 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,023,379 |
| Assets. Value of participant loans | 2014-12-31 | $49,051 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2009 : ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ALAN FONG INSURANCE SERVICES, INC. PROFIT SHARING AND 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
