Plan Name | DAVID SHI-JEI WU, M.D., INC. A MEDICAL CORPORATION 401K PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DAVID SHI-JEI WU, M.D., INC. |
Employer identification number (EIN): | 954711303 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about DAVID SHI-JEI WU, M.D., INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1998-10-09 |
Company Identification Number: | C2094816 |
Legal Registered Office Address: |
3848 Dixon Pl San Diego United States of America (USA) 92107 |
More information about DAVID SHI-JEI WU, M.D., INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | DAVID WU | 2022-08-05 | ||
001 | 2020-01-01 | DAVID WU | 2021-03-20 | ||
001 | 2019-01-01 | DAVID WU | 2020-02-03 | ||
001 | 2018-01-01 | DAVID WU | 2019-04-18 | ||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | DAVID WU | 2017-09-11 | ||
001 | 2015-01-01 | DAVID WU | 2016-08-15 | ||
001 | 2014-01-01 | DAVID WU | 2015-08-04 | ||
001 | 2013-01-01 | DAVID WU | 2014-09-17 | ||
001 | 2012-01-01 | DAVID WU | 2013-08-02 | ||
001 | 2011-01-01 | DAVID WU | 2012-08-22 | ||
001 | 2009-01-01 | DAVID WU |
Measure | Date | Value |
---|---|---|
2023: DAVID SHI-JEI WU, M.D., INC. A MEDICAL CORPORATION 401K PROFIT SHARING PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 6 |
Number of participants with account balances | 2023-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 2 |
2022: DAVID SHI-JEI WU, M.D., INC. A MEDICAL CORPORATION 401K PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 6 |
Number of participants with account balances | 2022-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2009: DAVID SHI-JEI WU, M.D., INC. A MEDICAL CORPORATION 401K PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : DAVID SHI-JEI WU, M.D., INC. A MEDICAL CORPORATION 401K PROFIT SHARING PLAN 2023 401k financial data | ||
Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $1,175,473 |
Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
Total plan assets at end of year | 2023-12-31 | $4,176,069 |
Total plan assets at beginning of year | 2023-12-31 | $3,000,596 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Total contributions received or receivable from participants | 2023-12-31 | $90,000 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $350,000 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $1,039,736 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $1,175,473 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,176,069 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,000,596 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $45,737 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
2022 : DAVID SHI-JEI WU, M.D., INC. A MEDICAL CORPORATION 401K PROFIT SHARING PLAN 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-458,942 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $3,000,596 |
Total plan assets at beginning of year | 2022-12-31 | $3,459,538 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $149,000 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $350,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-688,042 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-458,942 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,000,596 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,459,538 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $80,100 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
2010 : DAVID SHI-JEI WU, M.D., INC. A MEDICAL CORPORATION 401K PROFIT SHARING PLAN 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $30,232 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $405,486 |
Total plan assets at beginning of year | 2010-12-31 | $375,254 |
Value of fidelity bond covering the plan | 2010-12-31 | $125,000 |
Total contributions received or receivable from participants | 2010-12-31 | $38,500 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $-24,421 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $30,232 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $405,486 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $375,254 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $16,153 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
2023: DAVID SHI-JEI WU, M.D., INC. A MEDICAL CORPORATION 401K PROFIT SHARING PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: DAVID SHI-JEI WU, M.D., INC. A MEDICAL CORPORATION 401K PROFIT SHARING PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2009: DAVID SHI-JEI WU, M.D., INC. A MEDICAL CORPORATION 401K PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |