Original filing (PDF)20240716173812NAL0007372050001

EDWIN LIU, M.D. P.A.

Name: EDWIN LIU, M.D. P.A. — EDWIN LIU MD PA 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: EDWIN LIU, M.D. P.A.

Form 5500-SF

FILING_RECEIVED

EDWIN LIU MD PA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 EDWIN LIU, M.D. P.A..

Plan sponsor

Name

EDWIN LIU, M.D. P.A.

EIN

65-1045187

Address

12959 PALMS W DRIVE #120 · LOXAHATCHEE, FL · 33470

Phone

(561) 753-8888

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-16

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

AMMD, LLC

AMMD, LLC CASH BALANCE PLAN

$2.3M · 2 participants

BRUNDAGE MEDICAL GROUP DBA BRUNDAGE GROUP

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

$2.3M · 72 participants

THE CENTER FOR SKIN SURGERY, P. C.

THE CENTER FOR SKIN SURGERY, P. C. 401(K) PLAN

$2.3M · 7 participants

HEARTLAND FAMILY FIRST MEDICAL CLINIC

HEARTLAND FAMILY FIRST MEDICAL CLINIC SAFE HARBOR 401(K) PLAN

$2.3M · 24 participants

VICTFORCE, INC

VICTFORCE, INC 401(K) P/S PLAN