401k Plan data: EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN plan

EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN
Plan identification number	001

EDWARD S. LIM, M.D., LLC SECTION 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.
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.
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

EDWARD S. LIM, M.D., LLC has sponsored the creation of one or more 401k plans.

Company Name: EDWARD S. LIM, M.D., LLC

Employer identification number (EIN): 061528101

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 EDWARD S. LIM 2023-10-08
001 2021-01-01 EDWARD S. LIM 2022-10-11
001 2020-01-01 EDWARD S. LIM 2021-07-23
001 2019-01-01 EDWARD S. LIM 2020-09-26
001 2018-01-01 EDWARD S. LIM 2019-09-24
001 2017-01-01 EDWARD S. LIM 2018-10-09
001 2016-01-01 EDWARD S. LIM 2017-09-13
001 2015-01-01 EDWARD S. LIM 2016-09-14
001 2014-01-01 EDWARD S. LIM
001 2013-01-01 EDWARD S. LIM
001 2012-01-01 EDWARD S. LIM
001 2011-01-01 EDWARD S. LIM
001 2009-01-01 EDWARD S. LIM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	EDWARD S. LIM	2023-10-08
001	2021-01-01	EDWARD S. LIM	2022-10-11
001	2020-01-01	EDWARD S. LIM	2021-07-23
001	2019-01-01	EDWARD S. LIM	2020-09-26
001	2018-01-01	EDWARD S. LIM	2019-09-24
001	2017-01-01	EDWARD S. LIM	2018-10-09
001	2016-01-01	EDWARD S. LIM	2017-09-13
001	2015-01-01	EDWARD S. LIM	2016-09-14
001	2014-01-01	EDWARD S. LIM
001	2013-01-01	EDWARD S. LIM
001	2012-01-01	EDWARD S. LIM
001	2011-01-01	EDWARD S. LIM
001	2009-01-01	EDWARD S. LIM

Plan Statistics for EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 4
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	4
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING 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	$21,122
Expenses. Total of all expenses incurred	2014-12-31	$46,732
Benefits paid (including direct rollovers)	2014-12-31	$46,732
Total plan assets at end of year	2014-12-31	$545,920
Total plan assets at beginning of year	2014-12-31	$571,530
Value of fidelity bond covering the plan	2014-12-31	$75,000
Total contributions received or receivable from participants	2014-12-31	$2,993
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	$18,129
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-25,610
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$545,920
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$571,530
Assets. Value of participant loans	2014-12-31	$34,132
Total contributions received or receivable from employer(s)	2014-12-31	$0
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$81,012
Expenses. Total of all expenses incurred	2013-12-31	$132,372
Benefits paid (including direct rollovers)	2013-12-31	$132,333
Total plan assets at end of year	2013-12-31	$571,530
Total plan assets at beginning of year	2013-12-31	$622,890
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$5,349
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$75,663
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-51,360
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$571,530
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$622,890
Assets. Value of participant loans	2013-12-31	$49,122
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$39
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$74,192
Expenses. Total of all expenses incurred	2012-12-31	$455
Benefits paid (including direct rollovers)	2012-12-31	$455
Total plan assets at end of year	2012-12-31	$622,890
Total plan assets at beginning of year	2012-12-31	$549,153
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$8,514
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$57,080
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$73,737
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$622,890
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$549,153
Assets. Value of participant loans	2012-12-31	$53,693
Total contributions received or receivable from employer(s)	2012-12-31	$8,598
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$15,052
Expenses. Total of all expenses incurred	2011-12-31	$5,250
Benefits paid (including direct rollovers)	2011-12-31	$5,250
Total plan assets at end of year	2011-12-31	$549,153
Total plan assets at beginning of year	2011-12-31	$539,351
Value of fidelity bond covering the plan	2011-12-31	$75,000
Total contributions received or receivable from participants	2011-12-31	$6,207
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-10,159
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$9,802
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$549,153
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$539,351
Assets. Value of participant loans	2011-12-31	$41,834
Total contributions received or receivable from employer(s)	2011-12-31	$19,004
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$38,080
Expenses. Total of all expenses incurred	2010-12-31	$29,996
Benefits paid (including direct rollovers)	2010-12-31	$29,996
Total plan assets at end of year	2010-12-31	$499,673
Total plan assets at beginning of year	2010-12-31	$491,589
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$8,243
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$13,357
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$8,084
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$499,673
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$491,589
Assets. Value of participant loans	2010-12-31	$46,928
Total contributions received or receivable from employer(s)	2010-12-31	$16,480
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN

2014: EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EDWARD S. LIM, M.D., LLC SECTION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EDWARD S. LIM, M.D., LLC
Employer identification number (EIN):	061528101
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)