401(k)
2022 plan-year 401(k) DOL Form 5500

A CHANGE IN TRAJECTORY INC 401(K) PROFIT SHARING PLAN & TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

A CHANGE IN TRAJECTORY INC

This 401(k) plan holds $413K in total assets and serves 300 participants as of 2022. It is sponsored by A CHANGE IN TRAJECTORY INC in California. The plan reported a net loss of $68K for the year.

Total Assets (2023)
$413K
Participants
300
State
Industry
Healthcare & Social Assistance

What the Filing Says About A CHANGE IN TRAJECTORY INC 401(K) PROFIT SHARING PLAN & TRUST

A CHANGE IN TRAJECTORY INC 401(K) PROFIT SHARING PLAN & TRUST is a 401(k) retirement plan sponsored by A CHANGE IN TRAJECTORY INC, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $413K in total end-of-year assets and covers 300 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 270678094, and the plan has been effective since 2018-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $482K at the beginning of 2022 to $413K at year-end — a decline of 14.2%. Net assets (after liabilities) closed the year at $413K, with reported net income of $-68,474 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$482K
Total Assets (End of Year)$413K
Net Assets (End of Year)$413K
Net Income$-68,474
Plan Type401(k)
Employer EIN270678094
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the A CHANGE IN TRAJECTORY INC 401(K) PROFIT SHARING PLAN & TRUST?
As of the 2022 Form 5500 filing, A CHANGE IN TRAJECTORY INC 401(K) PROFIT SHARING PLAN & TRUST holds $413K in total assets with 300 participants. It is sponsored by A CHANGE IN TRAJECTORY INC.
What type of plan is A CHANGE IN TRAJECTORY INC 401(K) PROFIT SHARING PLAN & TRUST?
A CHANGE IN TRAJECTORY INC 401(K) PROFIT SHARING PLAN & TRUST is a 401(k) plan. It has been effective since 2018-01-01. The plan is filed with the U.S. Department of Labor under EIN 270678094.
Who sponsors the A CHANGE IN TRAJECTORY INC 401(K) PROFIT SHARING PLAN & TRUST?
A CHANGE IN TRAJECTORY INC 401(K) PROFIT SHARING PLAN & TRUST is sponsored by A CHANGE IN TRAJECTORY INC, located in California. The sponsor's EIN is 270678094 and the plan operates in the Healthcare & Social Assistance industry.
How did A CHANGE IN TRAJECTORY INC 401(K) PROFIT SHARING PLAN & TRUST perform in 2022?
A CHANGE IN TRAJECTORY INC 401(K) PROFIT SHARING PLAN & TRUST declined by 14.2% during 2022, moving from $482K to $413K in total assets. Net income was $-68,474.
Where can I find official filings for A CHANGE IN TRAJECTORY INC 401(K) PROFIT SHARING PLAN & TRUST?
Official Form 5500 filings for A CHANGE IN TRAJECTORY INC 401(K) PROFIT SHARING PLAN & TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 270678094 or plan name at efast.dol.gov.
How does A CHANGE IN TRAJECTORY INC 401(K) PROFIT SHARING PLAN & TRUST compare to other plans?
You can compare A CHANGE IN TRAJECTORY INC 401(K) PROFIT SHARING PLAN & TRUST against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 270678094.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.