Original filing (PDF)20241014172635NAL0013685363001

YU-CHENG J. LIAO, M.D.

Name: YU-CHENG J. LIAO, M.D. — YU-CHENG J. LIAO, M.D. DEFINED BENEFIT PLAN, Form 5500 (2023)
Creator: YU-CHENG J. LIAO, M.D.

Form 5500-SF

FILING_RECEIVED

YU-CHENG J. LIAO, M.D. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 YU-CHENG J. LIAO, M.D..

Plan sponsor

Name

YU-CHENG J. LIAO, M.D.

EIN

77-0335427

Address

1700 N. ROSE AVE., SUITE 480 · OXNARD, CA · 93030

Phone

(805) 386-3454

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

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

Related plans

Similar-size Offices of Physicians plans

FAMILY MEDICINE ASSOCIATES OF LINCOLN COUNTY

FAMILY MEDICINE ASSOCIATES 401(K)

$2.8M · 22 participants

HARRIS, WILCOX & DONOVAN, P.A. DBA CLAY EYE PHYSICIANS & SURGEONS

CLAY EYE PHYSICIANS & SURGEONS CASH BALANCE PLAN-005

$2.8M · 107 participants

MALHOTRA CENTER FOR PLASTIC SURGERY, P.C.

MALHOTRA CENTER FOR PLASTICS 401(K) PLAN

$2.8M · 8 participants

KEIPERSPINE, P.C.

KEIPERSPINE, P.C. 401(K) PROFIT SHARING PLAN

$2.8M · 24 participants

PDCA 401(K) PLAN