401k Plan data: LOI LUU, M.D., INC. 401 (K) PROFIT SHARING PLAN plan

LOI LUU, M.D., INC. 401 (K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LOI LUU, M.D., INC. 401 (K) PROFIT SHARING PLAN
Plan identification number	002

LOI LUU, M.D., INC. 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
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

LOI LUU, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: LOI LUU, M.D., INC.

Employer identification number (EIN): 371447726

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOI LUU, M.D., INC. 401 (K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 LOI LUU 2020-09-14
002 2018-01-01 LOI LUU 2019-10-10
002 2017-01-01 LOI LUU 2018-07-09
002 2016-01-01 LOI LUU 2017-06-26
002 2015-01-01 LOI LUU 2016-08-18
002 2014-01-01 LOI LUU 2015-08-15
002 2013-01-01 LOI LUU 2014-08-15
002 2012-01-01 LOI LUU
002 2011-01-01 LOI LUU

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	LOI LUU	2020-09-14
002	2018-01-01	LOI LUU	2019-10-10
002	2017-01-01	LOI LUU	2018-07-09
002	2016-01-01	LOI LUU	2017-06-26
002	2015-01-01	LOI LUU	2016-08-18
002	2014-01-01	LOI LUU	2015-08-15
002	2013-01-01	LOI LUU	2014-08-15
002	2012-01-01	LOI LUU
002	2011-01-01	LOI LUU

Plan Statistics for LOI LUU, M.D., INC. 401 (K) PROFIT SHARING PLAN

401k plan membership statisitcs for LOI LUU, M.D., INC. 401 (K) PROFIT SHARING PLAN

Measure Date Value
2012: LOI LUU, M.D., INC. 401 (K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
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 0
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LOI LUU, M.D., INC. 401 (K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
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 0
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2012: LOI LUU, M.D., INC. 401 (K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
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	0
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LOI LUU, M.D., INC. 401 (K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
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	0
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on LOI LUU, M.D., INC. 401 (K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : LOI LUU, M.D., INC. 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	$11,187
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$19,297
Total plan assets at beginning of year	2012-12-31	$8,110
Total contributions received or receivable from participants	2012-12-31	$0
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	$1,144
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$11,187
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$19,297
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$8,110
Total contributions received or receivable from employer(s)	2012-12-31	$10,043
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
2011 : LOI LUU, M.D., INC. 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	$8,110
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	$8,110
Total plan assets at beginning of year	2011-12-31	$0
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	$0
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$8,110
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$8,110
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$8,110
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

Form 5500 Responses for LOI LUU, M.D., INC. 401 (K) PROFIT SHARING PLAN

2012: LOI LUU, M.D., INC. 401 (K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LOI LUU, M.D., INC. 401 (K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	LOI LUU, M.D., INC.
Employer identification number (EIN):	371447726
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)