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HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameHUA L. LIN, M.D., INC. PROFIT SHARING PLAN
Plan identification number 002

HUA L. LIN, M.D., INC. PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

HUA L. LIN, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:HUA L. LIN, M.D., INC.
Employer identification number (EIN):953511712
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about HUA L. LIN, M.D., INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1980-06-12
Company Identification Number: C0990020
Legal Registered Office Address: 3511 Union Avenue

Bakersfield
United States of America (USA)
93305

More information about HUA L. LIN, M.D., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUA L. LIN, M.D., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-07-01
0022017-07-01
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01
0022012-07-01HUA L. LIN HUA L. LIN2014-01-20
0022011-07-01HUA L. LIN HUA L. LIN2013-01-04
0022009-07-01HUA L. LIN HUA L. LIN2011-01-13

Plan Statistics for HUA L. LIN, M.D., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for HUA L. LIN, M.D., INC. PROFIT SHARING PLAN

Measure Date Value
2018: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-014
Total number of active participants reported on line 7a of the Form 55002018-07-010
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-010
Number of participants with account balances2018-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-015
Total number of active participants reported on line 7a of the Form 55002017-07-013
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-011
Total of all active and inactive participants2017-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-014
Number of participants with account balances2017-07-014
2016: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-015
Total number of active participants reported on line 7a of the Form 55002016-07-015
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-015
Number of participants with account balances2016-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-014
Total number of active participants reported on line 7a of the Form 55002015-07-014
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-014
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-014
Total number of active participants reported on line 7a of the Form 55002014-07-014
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-014
Number of participants with account balances2014-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-014
Total number of active participants reported on line 7a of the Form 55002013-07-014
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-014
Number of participants with account balances2013-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-014
Total number of active participants reported on line 7a of the Form 55002012-07-014
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-014
Number of participants with account balances2012-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-014
Total number of active participants reported on line 7a of the Form 55002011-07-014
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-014
Number of participants with account balances2011-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-014
Total number of active participants reported on line 7a of the Form 55002009-07-014
Total of all active and inactive participants2009-07-014
Total participants2009-07-014
Number of participants with account balances2009-07-014

Financial Data on HUA L. LIN, M.D., INC. PROFIT SHARING PLAN

Measure Date Value
2019 : HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-03-31$0
Total plan liabilities at beginning of year2019-03-31$0
Total income from all sources2019-03-31$-111,715
Expenses. Total of all expenses incurred2019-03-31$2,177,348
Benefits paid (including direct rollovers)2019-03-31$2,173,473
Total plan assets at end of year2019-03-31$0
Total plan assets at beginning of year2019-03-31$2,289,063
Value of fidelity bond covering the plan2019-03-31$150,000
Other income received2019-03-31$-111,715
Net income (gross income less expenses)2019-03-31$-2,289,063
Net plan assets at end of year (total assets less liabilities)2019-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$2,289,063
Expenses. Administrative service providers (salaries,fees and commissions)2019-03-31$3,875
2018 : HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-06-30$0
Total income from all sources2018-06-30$238,048
Expenses. Total of all expenses incurred2018-06-30$43,418
Benefits paid (including direct rollovers)2018-06-30$32,348
Total plan assets at end of year2018-06-30$2,289,063
Total plan assets at beginning of year2018-06-30$2,094,433
Value of fidelity bond covering the plan2018-06-30$150,000
Other income received2018-06-30$238,048
Net income (gross income less expenses)2018-06-30$194,630
Net plan assets at end of year (total assets less liabilities)2018-06-30$2,289,063
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$2,094,433
Assets. Value of real-estate (other than employer real property)2018-06-30$173,815
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$11,070
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-06-30$255,789
Expenses. Total of all expenses incurred2017-06-30$13,960
Total plan assets at end of year2017-06-30$2,094,433
Total plan assets at beginning of year2017-06-30$1,852,604
Value of fidelity bond covering the plan2017-06-30$150,000
Other income received2017-06-30$255,789
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$241,829
Net plan assets at end of year (total assets less liabilities)2017-06-30$2,094,433
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$1,852,604
Assets. Value of real-estate (other than employer real property)2017-06-30$90,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$13,960
2016 : HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-06-30$-10,863
Expenses. Total of all expenses incurred2016-06-30$9,914
Total plan assets at end of year2016-06-30$1,852,604
Total plan assets at beginning of year2016-06-30$1,873,381
Value of fidelity bond covering the plan2016-06-30$150,000
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$-30,863
Net income (gross income less expenses)2016-06-30$-20,777
Net plan assets at end of year (total assets less liabilities)2016-06-30$1,852,604
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$1,873,381
Assets. Value of real-estate (other than employer real property)2016-06-30$90,000
Total contributions received or receivable from employer(s)2016-06-30$20,000
Value of certain deemed distributions of participant loans2016-06-30$9,914
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$0
2015 : HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$39,364
Expenses. Total of all expenses incurred2015-06-30$11,547
Total plan assets at end of year2015-06-30$1,873,381
Total plan assets at beginning of year2015-06-30$1,845,564
Value of fidelity bond covering the plan2015-06-30$150,000
Total contributions received or receivable from participants2015-06-30$0
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$39,364
Net income (gross income less expenses)2015-06-30$27,817
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,873,381
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,845,564
Assets. Value of real-estate (other than employer real property)2015-06-30$90,000
Total contributions received or receivable from employer(s)2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$11,547
2014 : HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$268,904
Expenses. Total of all expenses incurred2014-06-30$24,289
Benefits paid (including direct rollovers)2014-06-30$0
Total plan assets at end of year2014-06-30$1,845,564
Total plan assets at beginning of year2014-06-30$1,600,949
Value of fidelity bond covering the plan2014-06-30$150,000
Total contributions received or receivable from participants2014-06-30$0
Expenses. Other expenses not covered elsewhere2014-06-30$1,350
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$268,904
Noncash contributions received2014-06-30$0
Net income (gross income less expenses)2014-06-30$244,615
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,845,564
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,600,949
Assets. Value of real-estate (other than employer real property)2014-06-30$90,000
Total contributions received or receivable from employer(s)2014-06-30$0
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$22,939
2013 : HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-06-30$0
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$162,651
Expenses. Total of all expenses incurred2013-06-30$5,152
Benefits paid (including direct rollovers)2013-06-30$0
Total plan assets at end of year2013-06-30$1,600,949
Total plan assets at beginning of year2013-06-30$1,443,450
Value of fidelity bond covering the plan2013-06-30$150,000
Total contributions received or receivable from participants2013-06-30$0
Expenses. Other expenses not covered elsewhere2013-06-30$0
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$145,651
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$157,499
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,600,949
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,443,450
Assets. Value of real-estate (other than employer real property)2013-06-30$90,000
Total contributions received or receivable from employer(s)2013-06-30$17,000
Value of certain deemed distributions of participant loans2013-06-30$5,152
Value of corrective distributions2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$0
2012 : HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$11,607
Expenses. Total of all expenses incurred2012-06-30$0
Benefits paid (including direct rollovers)2012-06-30$0
Total plan assets at end of year2012-06-30$1,443,450
Total plan assets at beginning of year2012-06-30$1,431,843
Value of fidelity bond covering the plan2012-06-30$150,000
Total contributions received or receivable from participants2012-06-30$0
Expenses. Other expenses not covered elsewhere2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$11,607
Noncash contributions received2012-06-30$0
Net income (gross income less expenses)2012-06-30$11,607
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,443,450
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,431,843
Assets. Value of real-estate (other than employer real property)2012-06-30$90,000
Total contributions received or receivable from employer(s)2012-06-30$0
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$0
2011 : HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$166,010
Expenses. Total of all expenses incurred2011-06-30$5,090
Benefits paid (including direct rollovers)2011-06-30$0
Total plan assets at end of year2011-06-30$1,431,843
Total plan assets at beginning of year2011-06-30$1,270,923
Value of fidelity bond covering the plan2011-06-30$150,000
Total contributions received or receivable from participants2011-06-30$0
Expenses. Other expenses not covered elsewhere2011-06-30$350
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$166,010
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$160,920
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,431,843
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,270,923
Assets. Value of real-estate (other than employer real property)2011-06-30$190,000
Total contributions received or receivable from employer(s)2011-06-30$0
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$4,740

Form 5500 Responses for HUA L. LIN, M.D., INC. PROFIT SHARING PLAN

2018: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingYes
2018-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: HUA L. LIN, M.D., INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number101335ML1
Policy instance 1
Insurance contract or identification number101335ML1
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $825
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $825
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker namePETER HUNT
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number101335ML1
Policy instance 1
Insurance contract or identification number101335ML1
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $682
Total amount of fees paid to insurance companyUSD $0
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number101335ML1
Policy instance 1
Insurance contract or identification number101335ML1
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $580
Total amount of fees paid to insurance companyUSD $0

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