America Chung Nam, LLC. 401(K) And Profit Sharing Plan — Form 5500 plan (America Chung Nam, LLC.)
Plain-English plan 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, America Chung Nam, LLC. 401(K) And Profit Sharing Plan is a benefit plan reported by America Chung Nam, LLC. under EIN 33-0398523 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $12,202,814 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- America Chung Nam, LLC.
- EIN
- 33-0398523
- Plan number
- 001
- Plan type
- 2
- Location
- City Of Industry, CA
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $12,202,814
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20241014202946NAL0027110529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,202,814
- Total liabilities (EOY)
- $46
- Net assets (EOY)
- $12,202,768
- Net assets (BOY)
- $10,870,225
Income & contributions
- Employer contributions
- $56,070
- Participant contributions
- $465,232
- Total contributions
- $538,138
- Total income / additions
- $2,356,701
Expenses & distributions
- Benefits paid
- $982,892
- Administrative expenses
- $41,266
- Total expenses
- $1,024,158
- Net increase / (decrease)
- $1,332,543
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rpa Financial LLC | INVESTMENT AD VISORY | $20,623 | $5 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $19,729 | $0 | 2023 |
| California Benefit Planners | CONTRACT ADMINISTRATOR | $911 | $9,100 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for America Chung Nam, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in City Of Industry, CA
- Rpa Financial LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- California Benefit Planners — Schedule C compensation