401k Plan data: JAMES LI, MD, PLLC DEFINED BENEFIT PLAN plan

JAMES LI, MD, PLLC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	JAMES LI, MD, PLLC DEFINED BENEFIT PLAN
Plan identification number	002

JAMES LI, MD, PLLC DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JAMES LI, MD, PLLC has sponsored the creation of one or more 401k plans.

Company Name: JAMES LI, MD, PLLC

Employer identification number (EIN): 582667112

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about JAMES LI, MD, PLLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2003-04-09

Company Identification Number: 2892767

Legal Registered Office Address: 128 MOTT ST
STE 608
NEW YORK
United States of America (USA)
10013

More information about JAMES LI, MD, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES LI, MD, PLLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01

Plan Statistics for JAMES LI, MD, PLLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for JAMES LI, MD, PLLC DEFINED BENEFIT PLAN

Measure Date Value
2017: JAMES LI, MD, PLLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,353,684
Acturial value of plan assets 2017-12-31 1,353,684
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 1,023
Active participant vested funding target 2017-12-31 1,154,108
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 1,154,108
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 1,155,131
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 260,232
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 260,232
Present value of excess contributions 2017-12-31 5,568
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 5,888
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 271,205
Total employer contributions 2017-12-31 127,640
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 127,023
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 107,260
Net shortfall amortization installment of oustanding balance 2017-12-31 16,984
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 124,244
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 124,244
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 127,023
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JAMES LI, MD, PLLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,171,405
Acturial value of plan assets 2016-12-31 1,171,405
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 6,739
Active participant vested funding target 2016-12-31 978,380
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 978,380
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 985,119
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 268,927
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 268,927
Present value of excess contributions 2016-12-31 2,394
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 2,534
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 260,232
Total employer contributions 2016-12-31 123,625
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 122,181
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 94,477
Net shortfall amortization installment of oustanding balance 2016-12-31 38,080
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 116,293
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 116,293
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 122,181
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2017: JAMES LI, MD, PLLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,353,684
Acturial value of plan assets	2017-12-31	1,353,684
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	1,023
Active participant vested funding target	2017-12-31	1,154,108
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	1,154,108
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	1,155,131
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	260,232
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	260,232
Present value of excess contributions	2017-12-31	5,568
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	5,888
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	271,205
Total employer contributions	2017-12-31	127,640
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	127,023
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	107,260
Net shortfall amortization installment of oustanding balance	2017-12-31	16,984
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	124,244
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	124,244
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	127,023
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JAMES LI, MD, PLLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,171,405
Acturial value of plan assets	2016-12-31	1,171,405
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	6,739
Active participant vested funding target	2016-12-31	978,380
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	978,380
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	985,119
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	268,927
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	268,927
Present value of excess contributions	2016-12-31	2,394
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	2,534
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	260,232
Total employer contributions	2016-12-31	123,625
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	122,181
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	94,477
Net shortfall amortization installment of oustanding balance	2016-12-31	38,080
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	116,293
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	116,293
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	122,181
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	JAMES LI, MD, PLLC
Employer identification number (EIN):	582667112
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2003-04-09
Company Identification Number:	2892767
Legal Registered Office Address:	128 MOTT ST STE 608 NEW YORK United States of America (USA) 10013

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01