401k Plan data: CHUN, KERR, DODD, BEAMAN & WONG, A LLLP 401(K) PROFIT SHARING PLAN plan

CHUN, KERR, DODD, BEAMAN & WONG, A LLLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CHUN, KERR, DODD, BEAMAN & WONG, A LLLP 401(K) PROFIT SHARING PLAN
Plan identification number	002

CHUN, KERR, DODD, BEAMAN & WONG, A LLLP 401(K) PROFIT SHARING PLAN 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.
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

CHUN, KERR, DODD, BEAMAN & WONG, A LLLP has sponsored the creation of one or more 401k plans.

Company Name: CHUN, KERR, DODD, BEAMAN & WONG, A LLLP

Employer identification number (EIN): 990142937

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHUN, KERR, DODD, BEAMAN & WONG, A LLLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KATELYN SHELLY 2024-06-25
002 2022-01-01 KATELYN SHELLY 2023-07-13
002 2021-01-01 DANTON S. WONG 2022-07-26
002 2020-01-01 DANTON S. WONG 2021-09-10
002 2019-01-01 DANTON S. WONG 2020-08-21
002 2018-01-01 ANDREW V. BEAMAN 2019-09-30 DANTON WONG 2019-09-30
002 2017-01-01 ANDREW V. BEAMAN 2018-07-24
002 2016-01-01 ANDREW V. BEAMAN 2017-09-04 ANDREW V. BEAMAN 2017-09-04
002 2015-01-01 ANDREW V. BEAMAN 2016-07-10 ANDREW V. BEAMAN 2016-07-10
002 2014-01-01 ANDREW V. BEAMAN 2015-09-22 ANDREW V. BEAMAN 2015-09-22
002 2013-01-01 ANDREW V. BEAMAN 2014-10-09 ANDREW V. BEAMAN 2014-10-09
002 2012-01-01 ANDREW V. BEAMAN 2013-04-30 ANDREW V. BEAMAN 2013-04-30
002 2011-01-01 ANDREW V. BEAMAN 2012-04-25 ANDREW V. BEAMAN 2012-04-25
002 2010-01-01 ANDREW V. BEAMAN 2011-05-12 ANDREW V. BEAMAN 2011-05-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	KATELYN SHELLY	2024-06-25
002	2022-01-01	KATELYN SHELLY	2023-07-13
002	2021-01-01	DANTON S. WONG	2022-07-26
002	2020-01-01	DANTON S. WONG	2021-09-10
002	2019-01-01	DANTON S. WONG	2020-08-21
002	2018-01-01	ANDREW V. BEAMAN	2019-09-30	DANTON WONG	2019-09-30
002	2017-01-01	ANDREW V. BEAMAN	2018-07-24
002	2016-01-01	ANDREW V. BEAMAN	2017-09-04	ANDREW V. BEAMAN	2017-09-04
002	2015-01-01	ANDREW V. BEAMAN	2016-07-10	ANDREW V. BEAMAN	2016-07-10
002	2014-01-01	ANDREW V. BEAMAN	2015-09-22	ANDREW V. BEAMAN	2015-09-22
002	2013-01-01	ANDREW V. BEAMAN	2014-10-09	ANDREW V. BEAMAN	2014-10-09
002	2012-01-01	ANDREW V. BEAMAN	2013-04-30	ANDREW V. BEAMAN	2013-04-30
002	2011-01-01	ANDREW V. BEAMAN	2012-04-25	ANDREW V. BEAMAN	2012-04-25
002	2010-01-01	ANDREW V. BEAMAN	2011-05-12	ANDREW V. BEAMAN	2011-05-12

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Company Name:	CHUN, KERR, DODD, BEAMAN & WONG, A LLLP
Employer identification number (EIN):	990142937
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers