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DAVID W TAI MD 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameDAVID W TAI MD 401K PROFIT SHARING PLAN & TRUST
Plan identification number 002

DAVID W TAI MD 401K PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

DAVID W TAI MD has sponsored the creation of one or more 401k plans.

Company Name:DAVID W TAI MD
Employer identification number (EIN):680226505
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W TAI MD 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01DAVID TAI2013-06-19 DAVID TAI2013-06-19
0022011-01-01PENSION FILERS2012-07-26
0022010-01-01PENSION FILERS2011-06-01

Financial Data on DAVID W TAI MD 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : DAVID W TAI MD 401K PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-190
Total liabilities as of the beginning of the plan year2025-09-190
Total expenses incurred by plan in this plan year2025-09-1915280
Net assets as of the end of the plan year2025-09-193328181
Total assets as of the beginning of the plan year2025-09-192964178
Value of plan covered by a fidelity bond2025-09-19300000
Participant contributions to plan in this plan year2025-09-1932660
Other income to plan in this plan year2025-09-19284463
Plan net income in this plan year2025-09-19364003
Net assets as of the end of the plan year2025-09-193328181
Net assets as of the beginning of the plan year2025-09-192964178
Employer contributions to plan in this plan year2025-09-1962160
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1915280
2024 : DAVID W TAI MD 401K PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-1413306
Net assets as of the end of the plan year2024-10-142964178
Total assets as of the beginning of the plan year2024-10-142657492
Value of plan covered by a fidelity bond2024-10-14290000
Participant contributions to plan in this plan year2024-10-1432160
Other income to plan in this plan year2024-10-14227952
Plan net income in this plan year2024-10-14306686
Net assets as of the end of the plan year2024-10-142964178
Net assets as of the beginning of the plan year2024-10-142657492
Employer contributions to plan in this plan year2024-10-1459880
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1413306
2022 : DAVID W TAI MD 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total liabilities as of the end of the plan year2022-10-110
Total liabilities as of the beginning of the plan year2022-10-110
Total expenses incurred by plan in this plan year2022-10-1147964
Net assets as of the end of the plan year2022-10-112896516
Total assets as of the beginning of the plan year2022-10-112569327
Value of plan covered by a fidelity bond2022-10-11260000
Participant contributions to plan in this plan year2022-10-1128160
Other income to plan in this plan year2022-10-11296437
Plan net income in this plan year2022-10-11327189
Net assets as of the end of the plan year2022-10-112896516
Net assets as of the beginning of the plan year2022-10-112569327
Employer contributions to plan in this plan year2022-10-1150556
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1117839

Potentially related plans

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