2023 Form 5500 filing — Chen And Chen, Cpa'S A Prof. Corp. 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240812180829NAL0009766945001) for Chen And Chen, Cpa'S A Prof. Corp. 401(K) Profit Sharing Plan, reported by Chen And Chen, Cpa'S A Prof. Corp. under EIN 95-4404838 and plan number 002. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.1MReported net assets$5,055,253
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240812180829NAL0009766945001
- Plan sponsor
- Chen And Chen, Cpa'S A Prof. Corp.
- EIN
- 95-4404838
- Plan number
- 002
- Location
- Rowland Heights, CA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,055,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,055,253
- Employer contributions
- $79,715
- Participant contributions
- $72,000
- Total income / additions
- $780,667
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $780,667