Original filing (PDF)20251015083043NAL0004344113001

SUSIE M. LIU, M.D.

Name: SUSIE M. LIU, M.D. — SUSIE M. LIU, M.D. 401(K) PLAN, Form 5500 (2024)
Creator: SUSIE M. LIU, M.D.

Form 5500-SF

FILING_RECEIVED

SUSIE M. LIU, M.D. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 SUSIE M. LIU, M.D..

Plan sponsor

Name

SUSIE M. LIU, M.D.

EIN

77-0419173

Address

805 EL CAMINO REAL · SUITE A · PALO ALTO, CA · 94301

Phone

(650) 324-8878

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

GLASGOW INTERNAL MEDICINE ASSOCIATES, P.A.

GLASGOW INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

$1.8M · 4 participants

REBELLO MEDICAL ASSOCIATES M.D. P. L.

REBELLO MEDICAL ASSOCIATES CASH BALANCE PLAN

$1.8M · 6 participants

BRIAN F. HUMPHREYS M.D., P.A.

BRIAN F. HUMPHREYS, M.D., F.A.C.S., P.A. 401(K) PROFIT SHARING PLAN

$1.8M · 5 participants

J. ROBERT EVANS, M.D.

J. ROBERT EVANS, M.D. 401(K) PROFIT SHARING PLAN

$1.8M · 5 participants

MARK D. WIGOD, MD, PA