Original filing (PDF)20250421180734NAL0003246865001

ANITA Y. LIU, M.D., INC.

Name: ANITA Y. LIU, M.D., INC. — ANITA Y. LIU, M.D., INC. 401(K) PLAN, Form 5500 (2024)
Creator: ANITA Y. LIU, M.D., INC.

Form 5500-SF

FILING_RECEIVED

ANITA Y. LIU, M.D., INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANITA Y. LIU, M.D., INC..

Plan sponsor

Name

ANITA Y. LIU, M.D., INC.

EIN

20-3760073

Address

P.O. BOX 11087 · NEWPORT BEACH, CA · 92658

Phone

(949) 551-2828

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-21

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

PRIMA HEALTH CLINIC, P.A.

PRIMA HEALTH CLINIC, P.A., CASH BALANCE PLAN

$1.1M · 7 participants

KEVIN W. DIEFFENBACH, M.D.

KEVIN W. DIEFFENBACH, M.D. 401(K) PLAN

$1.1M · 2 participants

JORGE HOLGUIN SOTO

JORGE HOLGUIN SOTO RETIREMENT PLAN

$1.1M · 3 participants

BENJAMIN R. COHEN MD, PC

BENJAMIN R. COHEN, MD, PC CASH BALANCE PENSION PLAN

$1.1M · 6 participants

WOMEN'S CENTER OF EXCELLENCE, M.D., P.A.

WOMEN'S CENTER OF EXCELLENCE 401(K) PLAN