401k Plan data: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN plan

STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN
Plan identification number	001

STEPHEN K. LIAO, MD, P.C. 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

STEPHEN K. LIAO, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN K. LIAO, M.D., P.C.

Employer identification number (EIN): 204678740

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN K. LIAO, MD, P.C. 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 STEPHEN K. LIAO, M.D. 2023-05-22
001 2021-01-01 STEPHEN K. LIAO, M.D. 2022-09-07
001 2020-01-01 STEPHEN K. LIAO, M.D. 2021-09-15
001 2019-01-01
001 2019-01-01 STEPHEN K. LIAO, M.D. 2021-09-15
001 2018-01-01
001 2017-01-01 STEPHEN LIAO
001 2016-01-01 STEPHEN LIAO
001 2015-01-01 STEPHEN LIAO LEO RICHARD 2016-10-13
001 2015-01-01 STEPHEN LIAO
001 2014-01-01 STEPHEN LIAO
001 2013-01-01 STEPHEN LIAO
001 2012-01-01 STEPHEN LIAO
001 2011-01-01 STEPHEN LIAO
001 2009-01-01 STEPHEN LIAO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	STEPHEN K. LIAO, M.D.	2023-05-22
001	2021-01-01	STEPHEN K. LIAO, M.D.	2022-09-07
001	2020-01-01	STEPHEN K. LIAO, M.D.	2021-09-15
001	2019-01-01
001	2019-01-01	STEPHEN K. LIAO, M.D.	2021-09-15
001	2018-01-01
001	2017-01-01	STEPHEN LIAO
001	2016-01-01	STEPHEN LIAO
001	2015-01-01	STEPHEN LIAO		LEO RICHARD	2016-10-13
001	2015-01-01	STEPHEN LIAO
001	2014-01-01	STEPHEN LIAO
001	2013-01-01	STEPHEN LIAO
001	2012-01-01	STEPHEN LIAO
001	2011-01-01	STEPHEN LIAO
001	2009-01-01	STEPHEN LIAO

Plan Statistics for STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN

Measure Date Value
2022: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
2019: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Total of all active and inactive participants 2017-01-01 4
Total participants 2017-01-01 4
2016: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Total of all active and inactive participants 2016-01-01 4
Total participants 2016-01-01 4
2015: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
2014: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
2013: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
2012: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
2011: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
2009: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4

Measure	Date	Value
2022: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
2019: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Total of all active and inactive participants	2017-01-01	4
Total participants	2017-01-01	4
2016: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Total of all active and inactive participants	2016-01-01	4
Total participants	2016-01-01	4
2015: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
2014: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
2013: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
2012: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
2011: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
2009: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4

Financial Data on STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2022 : STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$593,706
Total income from all sources	2022-12-31	$117,763
Expenses. Total of all expenses incurred	2022-12-31	$18,881
Benefits paid (including direct rollovers)	2022-12-31	$18,881
Total plan assets at end of year	2022-12-31	$2,423,821
Total plan assets at beginning of year	2022-12-31	$1,731,233
Value of fidelity bond covering the plan	2022-12-31	$260,000
Total contributions received or receivable from participants	2022-12-31	$45,497
Other income received	2022-12-31	$-20,046
Net income (gross income less expenses)	2022-12-31	$98,882
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,423,821
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,731,233
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$92,312
2021 : STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$332,804
Expenses. Total of all expenses incurred	2021-12-31	$13,976
Benefits paid (including direct rollovers)	2021-12-31	$10,000
Total plan assets at end of year	2021-12-31	$1,731,233
Total plan assets at beginning of year	2021-12-31	$1,412,405
Value of fidelity bond covering the plan	2021-12-31	$150,000
Other income received	2021-12-31	$258,114
Net income (gross income less expenses)	2021-12-31	$318,828
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,731,233
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,412,405
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$12,547
Assets. Value of real-estate (other than employer real property)	2021-12-31	$70,394
Total contributions received or receivable from employer(s)	2021-12-31	$74,690
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$3,976
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$256,374
Expenses. Total of all expenses incurred	2020-12-31	$35,922
Benefits paid (including direct rollovers)	2020-12-31	$32,000
Total plan assets at end of year	2020-12-31	$1,412,405
Total plan assets at beginning of year	2020-12-31	$1,191,953
Value of fidelity bond covering the plan	2020-12-31	$130,000
Other income received	2020-12-31	$174,971
Net income (gross income less expenses)	2020-12-31	$220,452
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,412,405
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,191,953
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$12,547
Assets. Value of real-estate (other than employer real property)	2020-12-31	$110,394
Total contributions received or receivable from employer(s)	2020-12-31	$81,403
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,922
2019 : STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$437,399
Expenses. Total of all expenses incurred	2019-12-31	$12,000
Benefits paid (including direct rollovers)	2019-12-31	$12,000
Total plan assets at end of year	2019-12-31	$1,404,500
Total plan assets at beginning of year	2019-12-31	$979,101
Value of fidelity bond covering the plan	2019-12-31	$130,000
Total contributions received or receivable from participants	2019-12-31	$52,683
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$253,591
Other income received	2019-12-31	$122,598
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$425,399
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,404,500
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$979,101
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$14,796
Assets. Value of real-estate (other than employer real property)	2019-12-31	$110,394
Total contributions received or receivable from employer(s)	2019-12-31	$8,527
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2017 : STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$118,929
Expenses. Total of all expenses incurred	2017-12-31	$12,777
Total plan assets at end of year	2017-12-31	$923,833
Total plan assets at beginning of year	2017-12-31	$817,681
Expenses. Other expenses not covered elsewhere	2017-12-31	$12,777
Other income received	2017-12-31	$43,994
Net income (gross income less expenses)	2017-12-31	$106,152
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$923,833
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$817,681
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$16,197
Assets. Value of real-estate (other than employer real property)	2017-12-31	$113,223
Total contributions received or receivable from employer(s)	2017-12-31	$74,935
2016 : STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$92,865
Expenses. Total of all expenses incurred	2016-12-31	$9,260
Total plan assets at end of year	2016-12-31	$817,681
Total plan assets at beginning of year	2016-12-31	$734,076
Expenses. Other expenses not covered elsewhere	2016-12-31	$9,260
Other income received	2016-12-31	$18,833
Net income (gross income less expenses)	2016-12-31	$83,605
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$817,681
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$734,076
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$17,721
Assets. Value of real-estate (other than employer real property)	2016-12-31	$117,334
Total contributions received or receivable from employer(s)	2016-12-31	$74,032
2015 : STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$76,505
Expenses. Total of all expenses incurred	2015-12-31	$11,697
Total plan assets at end of year	2015-12-31	$734,076
Total plan assets at beginning of year	2015-12-31	$669,268
Expenses. Other expenses not covered elsewhere	2015-12-31	$11,697
Other income received	2015-12-31	$2,012
Net income (gross income less expenses)	2015-12-31	$64,808
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$734,076
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$669,268
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$19,491
Assets. Value of real-estate (other than employer real property)	2015-12-31	$121,445
Total contributions received or receivable from employer(s)	2015-12-31	$74,493
2014 : STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$67,683
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$669,268
Total plan assets at beginning of year	2014-12-31	$601,585
Other income received	2014-12-31	$641
Net income (gross income less expenses)	2014-12-31	$67,683
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$669,268
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$601,585
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$21,239
Assets. Value of real-estate (other than employer real property)	2014-12-31	$125,555
Total contributions received or receivable from employer(s)	2014-12-31	$67,042
2013 : STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$53,918
Total plan assets at end of year	2013-12-31	$601,585
Total plan assets at beginning of year	2013-12-31	$547,667
Other income received	2013-12-31	$2,646
Net income (gross income less expenses)	2013-12-31	$53,918
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$601,585
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$547,667
Assets. Value of participant loans	2013-12-31	$2,071
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$23,232
Total contributions received or receivable from employer(s)	2013-12-31	$51,272
2012 : STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$54,999
Expenses. Total of all expenses incurred	2012-12-31	$7,000
Benefits paid (including direct rollovers)	2012-12-31	$7,000
Total plan assets at end of year	2012-12-31	$547,667
Total plan assets at beginning of year	2012-12-31	$499,668
Other income received	2012-12-31	$3,363
Net income (gross income less expenses)	2012-12-31	$47,999
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$547,667
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$499,668
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$25,194
Total contributions received or receivable from employer(s)	2012-12-31	$51,636
2011 : STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$53,358
Total plan assets at end of year	2011-12-31	$499,668
Total plan assets at beginning of year	2011-12-31	$446,310
Other income received	2011-12-31	$2,722
Net income (gross income less expenses)	2011-12-31	$53,358
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$499,668
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$446,310
Assets. Value of participant loans	2011-12-31	$8,871
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$27,450
Total contributions received or receivable from employer(s)	2011-12-31	$50,636
2010 : STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$58,976
Total plan assets at end of year	2010-12-31	$446,310
Total plan assets at beginning of year	2010-12-31	$387,334
Other income received	2010-12-31	$9,751
Net income (gross income less expenses)	2010-12-31	$58,976
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$446,310
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$387,334
Assets. Value of participant loans	2010-12-31	$19,774
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$29,685
Total contributions received or receivable from employer(s)	2010-12-31	$49,225

Form 5500 Responses for STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN

2022: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEPHEN K. LIAO, MD, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEPHEN K. LIAO, MD, P.C. 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: STEPHEN K. LIAO, MD, P.C. 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: STEPHEN K. LIAO, MD, P.C. 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: STEPHEN K. LIAO, MD, P.C. 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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	STEPHEN K. LIAO, M.D., P.C.
Employer identification number (EIN):	204678740
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)