401k Plan data: ZHANG & ASSOCIATES, P.C. 401(K) PLAN plan

ZHANG & ASSOCIATES, P.C. 401(K) PLAN 401k Plan overview

Plan Name	ZHANG & ASSOCIATES, P.C. 401(K) PLAN
Plan identification number	001

ZHANG & ASSOCIATES, P.C. 401(K) 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.
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

ZHANG & ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ZHANG & ASSOCIATES, P.C.

Employer identification number (EIN): 760519691

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about ZHANG & ASSOCIATES, P.C.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1996-11-08

Company Identification Number: 0092236402

Legal Registered Office Address: 9999 BELLAIRE BLVD STE 920

HOUSTON
United States of America (USA)
77036

More information about ZHANG & ASSOCIATES, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZHANG & ASSOCIATES, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JERRY ZHANG
001 2017-01-01 JERRY ZHANG
001 2017-01-01 JERRY ZHANG
001 2016-01-01 JERRY ZHANG
001 2015-01-01 JERRY ZHANG
001 2014-01-01 JERRY ZHANG
001 2013-01-01 JERRY ZHANG 2014-08-22
001 2012-01-01 JERRY ZHANG 2013-06-12
001 2011-01-01 JERRY ZHANG 2012-07-26
001 2010-01-01 JOHN DOE 2011-09-26

Plan Statistics for ZHANG & ASSOCIATES, P.C. 401(K) PLAN

401k plan membership statisitcs for ZHANG & ASSOCIATES, P.C. 401(K) PLAN

Measure Date Value
2023: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 15
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 14
Total of all active and inactive participants 2023-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 29
Number of participants with account balances 2023-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 12
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 12
Total of all active and inactive participants 2022-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 24
Number of participants with account balances 2022-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 21
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 13
Total of all active and inactive participants 2021-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 34
Number of participants with account balances 2021-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 23
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 29
Number of participants with account balances 2020-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 23
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 25
Number of participants with account balances 2019-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 35
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 37
Number of participants with account balances 2018-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 33
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 35
Number of participants with account balances 2017-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 32
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 34
Number of participants with account balances 2016-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 39
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 1
Total of all active and inactive participants 2015-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 40
Number of participants with account balances 2015-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 30
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 2
Total of all active and inactive participants 2014-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 32
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2023: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	15
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	14
Total of all active and inactive participants	2023-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	29
Number of participants with account balances	2023-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	12
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	12
Total of all active and inactive participants	2022-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	24
Number of participants with account balances	2022-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	21
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	13
Total of all active and inactive participants	2021-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	34
Number of participants with account balances	2021-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	23
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	29
Number of participants with account balances	2020-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	23
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	25
Number of participants with account balances	2019-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	35
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	37
Number of participants with account balances	2018-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	33
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	35
Number of participants with account balances	2017-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	32
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	34
Number of participants with account balances	2016-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	39
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	1
Total of all active and inactive participants	2015-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	40
Number of participants with account balances	2015-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	30
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	2
Total of all active and inactive participants	2014-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	32
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on ZHANG & ASSOCIATES, P.C. 401(K) PLAN

Measure	Date	Value
2023 : ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,268,284
Expenses. Total of all expenses incurred	2023-12-31	$396,463
Benefits paid (including direct rollovers)	2023-12-31	$396,315
Total plan assets at end of year	2023-12-31	$5,671,801
Total plan assets at beginning of year	2023-12-31	$4,799,980
Value of fidelity bond covering the plan	2023-12-31	$447,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$157,658
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$948,150
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$871,821
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,671,801
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,799,980
Assets. Value of participant loans	2023-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$162,476
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$148
2022 : ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-455,053
Expenses. Total of all expenses incurred	2022-12-31	$89,951
Benefits paid (including direct rollovers)	2022-12-31	$89,796
Total plan assets at end of year	2022-12-31	$4,799,980
Total plan assets at beginning of year	2022-12-31	$5,344,984
Value of fidelity bond covering the plan	2022-12-31	$447,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$148,758
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$49,774
Other income received	2022-12-31	$-829,377
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-545,004
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,799,980
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,344,984
Assets. Value of participant loans	2022-12-31	$2,610
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$175,792
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$155
2021 : ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,088,568
Expenses. Total of all expenses incurred	2021-12-31	$203,877
Benefits paid (including direct rollovers)	2021-12-31	$203,697
Total plan assets at end of year	2021-12-31	$5,344,984
Total plan assets at beginning of year	2021-12-31	$4,460,293
Value of fidelity bond covering the plan	2021-12-31	$447,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$176,358
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$25,000
Other income received	2021-12-31	$882,020
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$884,691
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,344,984
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,460,293
Assets. Value of participant loans	2021-12-31	$5,828
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$5,190
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$180
2020 : ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$716,801
Expenses. Total of all expenses incurred	2020-12-31	$302,216
Benefits paid (including direct rollovers)	2020-12-31	$302,108
Total plan assets at end of year	2020-12-31	$4,460,293
Total plan assets at beginning of year	2020-12-31	$4,045,708
Value of fidelity bond covering the plan	2020-12-31	$447,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$156,629
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$498,403
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$414,585
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,460,293
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,045,708
Assets. Value of participant loans	2020-12-31	$8,859
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$61,769
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$108
2019 : ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
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	$999,671
Expenses. Total of all expenses incurred	2019-12-31	$170,462
Benefits paid (including direct rollovers)	2019-12-31	$170,401
Total plan assets at end of year	2019-12-31	$4,045,708
Total plan assets at beginning of year	2019-12-31	$3,216,499
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$184,613
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$745,725
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$829,209
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,045,708
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,216,499
Assets. Value of participant loans	2019-12-31	$11,714
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$69,333
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$61
2018 : ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
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	$156,469
Expenses. Total of all expenses incurred	2018-12-31	$151
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$3,216,499
Total plan assets at beginning of year	2018-12-31	$3,060,181
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$242,188
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	$-195,517
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$156,318
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,216,499
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,060,181
Assets. Value of participant loans	2018-12-31	$14,402
Total contributions received or receivable from employer(s)	2018-12-31	$109,798
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	$151
2017 : ZHANG & ASSOCIATES, P.C. 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	$692,666
Expenses. Total of all expenses incurred	2017-12-31	$45
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$3,060,181
Total plan assets at beginning of year	2017-12-31	$2,367,560
Value of fidelity bond covering the plan	2017-12-31	$100,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$219,112
Assets. Value of loans (other than to participants)	2017-12-31	$0
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	$390,780
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$692,621
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,060,181
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,367,560
Assets. Value of participant loans	2017-12-31	$4,243
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$82,774
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$45
2016 : ZHANG & ASSOCIATES, P.C. 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	$503,781
Expenses. Total of all expenses incurred	2016-12-31	$2,236
Benefits paid (including direct rollovers)	2016-12-31	$2,140
Total plan assets at end of year	2016-12-31	$2,367,560
Total plan assets at beginning of year	2016-12-31	$1,866,015
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$245,805
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	$154,822
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$501,545
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,367,560
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,866,015
Assets. Value of participant loans	2016-12-31	$8,000
Total contributions received or receivable from employer(s)	2016-12-31	$103,154
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$96
2015 : ZHANG & ASSOCIATES, P.C. 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	$307,805
Expenses. Total of all expenses incurred	2015-12-31	$64,497
Benefits paid (including direct rollovers)	2015-12-31	$64,484
Total plan assets at end of year	2015-12-31	$1,866,015
Total plan assets at beginning of year	2015-12-31	$1,622,707
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$222,157
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	$-2,806
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$243,308
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,866,015
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,622,707
Total contributions received or receivable from employer(s)	2015-12-31	$88,454
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	$13
2014 : ZHANG & ASSOCIATES, P.C. 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	$359,866
Expenses. Total of all expenses incurred	2014-12-31	$196,382
Benefits paid (including direct rollovers)	2014-12-31	$196,295
Total plan assets at end of year	2014-12-31	$1,622,707
Total plan assets at beginning of year	2014-12-31	$1,459,223
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$177,392
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	$117,268
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$163,484
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,622,707
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,459,223
Total contributions received or receivable from employer(s)	2014-12-31	$65,206
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	$87

Form 5500 Responses for ZHANG & ASSOCIATES, P.C. 401(K) PLAN

2023: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	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: ZHANG & ASSOCIATES, P.C. 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: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: ZHANG & ASSOCIATES, P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: ZHANG & ASSOCIATES, P.C. 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: ZHANG & ASSOCIATES, P.C. 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: ZHANG & ASSOCIATES, P.C. 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ZHANG & ASSOCIATES, P.C. 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: ZHANG & ASSOCIATES, P.C. 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ZHANG & ASSOCIATES, P.C. 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ZHANG & ASSOCIATES, P.C.
Employer identification number (EIN):	760519691
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1996-11-08
Company Identification Number:	0092236402
Legal Registered Office Address:	9999 BELLAIRE BLVD STE 920 HOUSTON United States of America (USA) 77036