JAMES T. LIN, M.D., A SOLE PROPRIETOR has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES T. LIN, M.D., A SOLE PROPRIETOR PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES T. LIN, M.D., A SOLE PROPRIETOR PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-03 | 4468092 |
| Total liabilities as of the end of the plan year | 2025-07-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-03 | 165000 |
| Net assets as of the end of the plan year | 2025-07-03 | 9872843 |
| Total assets as of the beginning of the plan year | 2025-07-03 | 3944442 |
| Value of plan covered by a fidelity bond | 2025-07-03 | 400000 |
| Participant contributions to plan in this plan year | 2025-07-03 | 61000 |
| Other expenses paid from plan in this plan year | 2025-07-03 | 0 |
| Other contributions to plan in this plan year | 2025-07-03 | 0 |
| Other income to plan in this plan year | 2025-07-03 | 1553829 |
| Plan net income in this plan year | 2025-07-03 | 1460309 |
| Net assets as of the end of the plan year | 2025-07-03 | 9872843 |
| Net assets as of the beginning of the plan year | 2025-07-03 | 3944442 |
| Employer contributions to plan in this plan year | 2025-07-03 | 10480 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-03 | 0 |
| 2024 : JAMES T. LIN, M.D., A SOLE PROPRIETOR PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-28 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-28 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-28 | 159680 |
| Net assets as of the end of the plan year | 2024-06-28 | 3944442 |
| Total assets as of the beginning of the plan year | 2024-06-28 | 3949354 |
| Participant contributions to plan in this plan year | 2024-06-28 | 0 |
| Other expenses paid from plan in this plan year | 2024-06-28 | 0 |
| Other contributions to plan in this plan year | 2024-06-28 | 0 |
| Other income to plan in this plan year | 2024-06-28 | 153059 |
| Plan net income in this plan year | 2024-06-28 | -4912 |
| Net assets as of the end of the plan year | 2024-06-28 | 3944442 |
| Net assets as of the beginning of the plan year | 2024-06-28 | 3949354 |
| Employer contributions to plan in this plan year | 2024-06-28 | 1709 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-28 | 0 |
| 2011 : JAMES T. LIN, M.D., A SOLE PROPRIETOR 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 | $-223,718 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $2,045,115 |
| Total plan assets at beginning of year | 2011-12-31 | $2,268,833 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| 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 | $-223,718 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-223,718 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,045,115 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,268,833 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| 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 |
| 2010 : JAMES T. LIN, M.D., A SOLE PROPRIETOR 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 | $392,015 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $2,268,833 |
| Total plan assets at beginning of year | 2010-12-31 | $1,876,818 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| 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 | $392,015 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $392,015 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,268,833 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,876,818 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| 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 |
| 2011: JAMES T. LIN, M.D., A SOLE PROPRIETOR PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JAMES T. LIN, M.D., A SOLE PROPRIETOR PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES T. LIN, M.D., A SOLE PROPRIETOR PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
