How big is Edwin LIU, M.D. P.A.'s plan?

Edwin LIU, M.D. P.A.'s plan reported $2.3M in assets and 13 participants for 2023.

Original filing (PDF)20240716173812NAL0007372050001

Edwin LIU, M.D. P.A.

Name: Edwin LIU, M.D. P.A. — Edwin LIU MD PA 401(k) Profit, Form 5500 (2023)
Creator: Edwin LIU, M.D. P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edwin LIU MD PA 401(k) Profit Sharing Plan

401(k) retirement plan · Edwin LIU, M.D. P.A.'s Edwin LIU MD PA 401(k) Profit Sharing Plan held $2.3M in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

ROSA LIU signed Edwin LIU, M.D. P.A.'s 2023 Form 5500 as plan administrator.

ROSA LIU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Edwin LIU, M.D. P.A.'s EIN is 65-1045187.

EIN 65-1045187

Plan number 001

Plan year 2023

ACK ID 20240716173812NAL0007372050001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Edwin LIU, M.D. P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Edwin LIU, M.D. P.A.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score