| Plan Name | JAMES LI, MD, PLLC PROFIT SHARING PLAN |
| Plan identification number | 004 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JAMES LI, MD, PLLC |
| Employer identification number (EIN): | 582667112 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about JAMES LI, MD, PLLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2003-04-09 |
| Company Identification Number: | 2892767 |
| Legal Registered Office Address: |
128 MOTT ST STE 608 NEW YORK United States of America (USA) 10013 |
More information about JAMES LI, MD, PLLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2023-01-01 | ||||
| 004 | 2022-01-01 | ||||
| 004 | 2021-01-01 | ||||
| 004 | 2020-01-01 | ||||
| 004 | 2019-01-01 | ||||
| 004 | 2018-01-01 | ||||
| 004 | 2018-01-01 | ||||
| 004 | 2017-01-01 | ||||
| 004 | 2016-01-01 | ||||
| 004 | 2015-01-01 | ||||
| 004 | 2014-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2025 : JAMES LI, MD, PLLC PROFIT SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-30 | 113085 |
| Net assets as of the end of the plan year | 2025-07-30 | 2741998 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 2550226 |
| Participant contributions to plan in this plan year | 2025-07-30 | 32100 |
| Other income to plan in this plan year | 2025-07-30 | 264971 |
| Plan net income in this plan year | 2025-07-30 | 191772 |
| Net assets as of the end of the plan year | 2025-07-30 | 2741998 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 2550226 |
| Employer contributions to plan in this plan year | 2025-07-30 | 7786 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 17629 |
| 2024 : JAMES LI, MD, PLLC PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-15 | 22489 |
| Net assets as of the end of the plan year | 2024-10-15 | 2550226 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 2273444 |
| Participant contributions to plan in this plan year | 2024-10-15 | 26857 |
| Other income to plan in this plan year | 2024-10-15 | 263695 |
| Plan net income in this plan year | 2024-10-15 | 276782 |
| Net assets as of the end of the plan year | 2024-10-15 | 2550226 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 2273444 |
| Employer contributions to plan in this plan year | 2024-10-15 | 8719 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 15721 |
| 2022 : JAMES LI, MD, PLLC PROFIT SHARING PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-10-10 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-10 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-10 | 99853 |
| Net assets as of the end of the plan year | 2022-10-10 | 2514376 |
| Total assets as of the beginning of the plan year | 2022-10-10 | 2318337 |
| Value of plan covered by a fidelity bond | 2022-10-10 | 0 |
| Participant contributions to plan in this plan year | 2022-10-10 | 22822 |
| Value of participant loans at end of plan year | 2022-10-10 | 0 |
| Other expenses paid from plan in this plan year | 2022-10-10 | 0 |
| Other contributions to plan in this plan year | 2022-10-10 | 0 |
| Other income to plan in this plan year | 2022-10-10 | 250184 |
| Plan net income in this plan year | 2022-10-10 | 196039 |
| Net assets as of the end of the plan year | 2022-10-10 | 2514376 |
| Net assets as of the beginning of the plan year | 2022-10-10 | 2318337 |
| Value of contributions failed to transmitted timely | 2022-10-10 | 0 |
| Employer contributions to plan in this plan year | 2022-10-10 | 22886 |
| Fees paid to broker by Benefit Provider | 2022-10-10 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-10 | 71883 |