401k Plan data: BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST plan

BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST 401k Plan overview

Plan Name	BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST
Plan identification number	001

BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan covering Self-Employed individuals.
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

BRYAN CHEW AND ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: BRYAN CHEW AND ASSOCIATES

Employer identification number (EIN): 680335223

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRYAN CHEW 2024-09-18
001 2022-01-01 BRYAN CHEW 2023-09-20
001 2021-01-01 BRYAN CHEW 2022-09-15 BRYAN CHEW 2022-09-15
001 2020-01-01 BRYAN CHEW 2021-10-05
001 2019-01-01 BRYAN CHEW 2020-09-21 BRYAN CHEW 2020-09-21
001 2018-01-01 BRYAN CHEW 2019-09-18
001 2017-01-01 BRYAN CHEW 2018-10-15
001 2016-01-01 BRYAN CHEW 2017-07-28
001 2015-01-01 BRYAN CHEW
001 2014-01-01 BRYAN CHEW
001 2013-01-01 BRYAN CHEW
001 2012-01-01 BRYAN CHEW 2013-10-07
001 2011-01-01 BRYAN CHEW 2012-08-28
001 2010-01-01 BRYAN CHEW 2011-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BRYAN CHEW	2024-09-18
001	2022-01-01	BRYAN CHEW	2023-09-20
001	2021-01-01	BRYAN CHEW	2022-09-15	BRYAN CHEW	2022-09-15
001	2020-01-01	BRYAN CHEW	2021-10-05
001	2019-01-01	BRYAN CHEW	2020-09-21	BRYAN CHEW	2020-09-21
001	2018-01-01	BRYAN CHEW	2019-09-18
001	2017-01-01	BRYAN CHEW	2018-10-15
001	2016-01-01	BRYAN CHEW	2017-07-28
001	2015-01-01	BRYAN CHEW
001	2014-01-01	BRYAN CHEW
001	2013-01-01	BRYAN CHEW
001	2012-01-01	BRYAN CHEW	2013-10-07
001	2011-01-01	BRYAN CHEW	2012-08-28
001	2010-01-01	BRYAN CHEW	2011-10-06

Plan Statistics for BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST

401k plan membership statisitcs for BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST

Measure Date Value
2015: BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2015: BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST

Measure	Date	Value
2015 : BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total income from all sources	2015-12-31	$131,065
Expenses. Total of all expenses incurred	2015-12-31	$1,793
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$972,081
Total plan assets at beginning of year	2015-12-31	$842,809
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$58,200
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,793
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$20,974
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$129,272
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$972,081
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$842,809
Assets. Value of real-estate (other than employer real property)	2015-12-31	$182,906
Total contributions received or receivable from employer(s)	2015-12-31	$51,891
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 : BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$179,935
Expenses. Total of all expenses incurred	2014-12-31	$104,210
Benefits paid (including direct rollovers)	2014-12-31	$102,504
Total plan assets at end of year	2014-12-31	$842,809
Total plan assets at beginning of year	2014-12-31	$767,084
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$57,200
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,681
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$70,409
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$75,725
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$842,809
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$767,084
Assets. Value of real-estate (other than employer real property)	2014-12-31	$106,335
Total contributions received or receivable from employer(s)	2014-12-31	$52,326
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	$25
2013 : BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$215,681
Expenses. Total of all expenses incurred	2013-12-31	$2,082
Benefits paid (including direct rollovers)	2013-12-31	$510
Total plan assets at end of year	2013-12-31	$767,084
Total plan assets at beginning of year	2013-12-31	$553,485
Value of fidelity bond covering the plan	2013-12-31	$25,500
Total contributions received or receivable from participants	2013-12-31	$65,650
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,572
Contributions received from other sources (not participants or employers)	2013-12-31	$676
Other income received	2013-12-31	$102,772
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$213,599
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$767,084
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$553,485
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$113,802
Assets. Value of real-estate (other than employer real property)	2013-12-31	$140,332
Total contributions received or receivable from employer(s)	2013-12-31	$46,583
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST

2015: BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BRYAN CHEW & ASSOCIATES 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRYAN CHEW AND ASSOCIATES
Employer identification number (EIN):	680335223
NAIC Classification:	523900