· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CARSON D. LIU, MD, MEDICAL CORPORATION — CARSON D. LIU, MD, MEDICAL CORPORATION RETIREMENT PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230808131036NAL0013878323001
CARSON D. LIU, MD, MEDICAL CORPORATION
Form 5500-SF
FILING_RECEIVED
CARSON D. LIU, MD, MEDICAL CORPORATION RETIREMENT PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARSON D. LIU, MD, MEDICAL CORPORATION
.
Find decision makers
Plan sponsor
Name
CARSON D. LIU, MD, MEDICAL CORPORATION
EIN
68-0538195
Address
469 EL MEDIO AVE. · PACIFIC PALISADES, CA · 90272
Phone
(310) 428-7133
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-08-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
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
Related plans
Similar-size Offices of Physicians plans
NEWPORT FAMILY MEDICINE, A MEDICAL GROUP
NEWPORT FAMILY MEDICINE 401(K) PLAN
$3.6M · 25 participants
BRUCE HENSEL, M.D., INC.
BRUCE HENSEL, M.D., INC. PROFIT SHARING PLAN
$3.6M · 2 participants
CLIFTON PEDIATRICS
CLIFTON PEDIATRICS PTR DEFINED BENEFIT PENSION PLAN
$3.6M · 7 participants
JANET A ROBERTSON, MD PA
JANET A. ROBERTSON, M.D., P.A. PROFIT SHARING PLAN
$3.6M · 4 participants
RAJESH BHATNAGAR PHYSICIAN PC
RAJESH BHATNAGAR PHYSICIAN PC DEFINED BENEFIT PLAN
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.6M · 2 participants
ANESTHESIA CONSULTANTS PC
ANESTHESIA CONSULTANTS, P.C. CASH BALANCE PLAN
$3.6M · 17 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
