Original filing (PDF)20260311195200NAL0005629873001

KAREN Y LIU DDS INC.

Name: KAREN Y LIU DDS INC. — KAREN Y LIU DDS INC. 401(K) PLAN, Form 5500 (2024)
Creator: KAREN Y LIU DDS INC.

Form 5500-SF

FILING_RECEIVED

KAREN Y LIU DDS INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$722K

Net assets (EOY)

$722K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 3.8 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAREN Y LIU DDS INC..

Plan sponsor

Name

KAREN Y LIU DDS INC.

EIN

20-4395294all filings

Address

12778 RANCHO PENASQUITOS BLVD · SUITE B · SAN DIEGO, CA · 92129

Phone

(858) 583-1861

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-03-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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