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KAREN Y LIU DDS INC. — KAREN Y LIU DDS INC. DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251219172751NAL0003549315001
KAREN Y LIU DDS INC.
Form 5500-SF
FILING_RECEIVED
KAREN Y LIU DDS INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 1.1 mo
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
88
/ 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
96
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KAREN Y LIU DDS INC.
.
Find decision makers
Plan sponsor
Name
KAREN Y LIU DDS INC.
EIN
20-4395294
Address
12778 RANCHO PENASQUITOS BLVD · SUITE B · SAN DIEGO, CA · 92129
Phone
(858) 583-1861
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-12-19
Pension benefit codes
1A · Pay-related DB formula
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
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RACE ORTHODONTICS, S.C.
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Knocking points off
Filed 1.1 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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