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TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan NameTEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number 001

TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

TEDDY TAT-TAK LIU, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:TEDDY TAT-TAK LIU, M.D., P.C.
Employer identification number (EIN):050595128
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TEDDY TAT-TAK LIU
0012016-01-01TEDDY TAT-TAK LIU
0012015-01-01TEDDY TAT-TAK LIU
0012014-01-01TEDDY TAT-TAK LIU
0012013-01-01TEDDY LIU
0012012-01-01TEDDY LIU
0012011-01-01TEDDY LIU
0012010-01-01TEDDY LIU
0012009-01-01TEDDY LIU

Plan Statistics for TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST

401k plan membership statisitcs for TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2022: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-12-313,697,801
Acturial value of plan assets2022-12-313,697,801
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-316
Fundng target for terminated vested participants2022-12-3190,218
Active participant vested funding target2022-12-312,347,886
Number of active participants2022-12-314
Total funding liabilities for active participants2022-12-312,356,788
Total participant count2022-12-3110
Total funding target for all participants2022-12-312,447,006
Balance at beginning of prior year after applicable adjustments2022-12-3178,328
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31570,117
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3178,328
Amount remaining of prefunding balance2022-12-31570,117
Present value of excess contributions2022-12-3130,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3130,326
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3191,354
Balance of prefunding at beginning of current year2022-12-31664,927
Total employer contributions2022-12-3130,413
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3130,329
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31175,245
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3130,329
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0110
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-12-314,696,490
Acturial value of plan assets2021-12-314,696,490
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-314
Fundng target for terminated vested participants2021-12-3140,845
Active participant vested funding target2021-12-312,211,232
Number of active participants2021-12-316
Total funding liabilities for active participants2021-12-312,239,078
Total participant count2021-12-3110
Total funding target for all participants2021-12-312,279,923
Balance at beginning of prior year after applicable adjustments2021-12-3161,973
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31451,078
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3161,973
Amount remaining of prefunding balance2021-12-31451,078
Present value of excess contributions2021-12-3130,356
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3130,356
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3178,328
Balance of prefunding at beginning of current year2021-12-31570,117
Total employer contributions2021-12-3130,413
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3130,326
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31176,589
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3130,326
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0110
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-313,996,568
Acturial value of plan assets2020-12-313,996,568
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-3117,998
Active participant vested funding target2020-12-312,117,596
Number of active participants2020-12-318
Total funding liabilities for active participants2020-12-312,152,583
Total participant count2020-12-3110
Total funding target for all participants2020-12-312,170,581
Balance at beginning of prior year after applicable adjustments2020-12-3149,870
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31362,982
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3149,870
Amount remaining of prefunding balance2020-12-31362,982
Present value of excess contributions2020-12-3130,361
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3130,361
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3161,973
Balance of prefunding at beginning of current year2020-12-31451,078
Total employer contributions2020-12-3130,413
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3130,356
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31182,110
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3130,356
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0110
Total number of active participants reported on line 7a of the Form 55002020-01-018
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-313,131,960
Acturial value of plan assets2019-12-313,131,960
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-3116,705
Active participant vested funding target2019-12-311,962,857
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-311,976,653
Total participant count2019-12-319
Total funding target for all participants2019-12-311,993,358
Balance at beginning of prior year after applicable adjustments2019-12-3178,969
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31380,884
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-3126,639
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3152,330
Amount remaining of prefunding balance2019-12-31380,884
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3149,870
Balance of prefunding at beginning of current year2019-12-31362,982
Total employer contributions2019-12-3130,413
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3130,361
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31178,248
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3130,361
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-312,645,961
Acturial value of plan assets2018-12-312,645,961
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-31207,172
Active participant vested funding target2018-12-311,844,597
Number of active participants2018-12-315
Total funding liabilities for active participants2018-12-311,846,605
Total participant count2018-12-318
Total funding target for all participants2018-12-312,053,777
Balance at beginning of prior year after applicable adjustments2018-12-3164,808
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31312,584
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3164,808
Amount remaining of prefunding balance2018-12-31312,584
Present value of excess contributions2018-12-3130,342
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3130,342
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3178,969
Balance of prefunding at beginning of current year2018-12-31380,884
Total employer contributions2018-12-3130,413
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3130,334
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31161,299
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3156,973
Carryover balance elected to use to offset funding requirement2018-12-3126,639
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3130,334
Contributions allocatedtoward minimum required contributions for current year2018-12-3130,334
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-312,745,873
Acturial value of plan assets2017-12-312,745,873
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-31200,084
Active participant vested funding target2017-12-311,606,659
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-311,609,646
Total participant count2017-12-316
Total funding target for all participants2017-12-311,809,730
Balance at beginning of prior year after applicable adjustments2017-12-3160,523
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31291,916
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3160,523
Amount remaining of prefunding balance2017-12-31291,916
Present value of excess contributions2017-12-3130,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3130,326
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3164,808
Balance of prefunding at beginning of current year2017-12-31312,584
Total employer contributions2017-12-3130,413
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3130,342
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31139,883
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3130,342
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-312,223,338
Acturial value of plan assets2016-12-312,223,338
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-311,559,913
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-311,565,457
Total participant count2016-12-315
Total funding target for all participants2016-12-311,565,457
Balance at beginning of prior year after applicable adjustments2016-12-3158,726
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31283,249
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3158,726
Amount remaining of prefunding balance2016-12-31283,249
Present value of excess contributions2016-12-3156,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3156,443
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3160,523
Balance of prefunding at beginning of current year2016-12-31291,916
Total employer contributions2016-12-3130,413
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3130,326
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31171,483
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3130,326
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
2013: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2022 : TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-998,688
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$3,728,214
Total plan assets at beginning of year2022-12-31$4,726,902
Value of fidelity bond covering the plan2022-12-31$320,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,029,101
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-998,688
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,728,214
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,726,902
Total contributions received or receivable from employer(s)2022-12-31$30,413
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$699,921
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$4,726,902
Total plan assets at beginning of year2021-12-31$4,026,981
Value of fidelity bond covering the plan2021-12-31$320,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$669,508
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$699,921
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,726,902
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,026,981
Total contributions received or receivable from employer(s)2021-12-31$30,413
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$864,609
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$4,026,981
Total plan assets at beginning of year2020-12-31$3,162,372
Value of fidelity bond covering the plan2020-12-31$320,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$834,196
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$864,609
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,026,981
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,162,372
Total contributions received or receivable from employer(s)2020-12-31$30,413
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$643,760
Expenses. Total of all expenses incurred2019-12-31$157,762
Benefits paid (including direct rollovers)2019-12-31$157,762
Total plan assets at end of year2019-12-31$3,162,372
Total plan assets at beginning of year2019-12-31$2,676,374
Value of fidelity bond covering the plan2019-12-31$320,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$613,347
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$485,998
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,162,372
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,676,374
Total contributions received or receivable from employer(s)2019-12-31$30,413
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-99,912
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$2,676,374
Total plan assets at beginning of year2018-12-31$2,776,286
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-130,325
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-99,912
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,676,374
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,776,286
Total contributions received or receivable from employer(s)2018-12-31$30,413
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$522,535
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,776,286
Total plan assets at beginning of year2017-12-31$2,253,751
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$492,122
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$522,535
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,776,286
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,253,751
Total contributions received or receivable from employer(s)2017-12-31$30,413
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$176,148
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$2,253,751
Total plan assets at beginning of year2016-12-31$2,077,603
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$145,735
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$176,148
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,253,751
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,077,603
Total contributions received or receivable from employer(s)2016-12-31$30,413
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$116,886
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$2,077,603
Total plan assets at beginning of year2015-12-31$1,960,717
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$59,500
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$116,886
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,077,603
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,960,717
Total contributions received or receivable from employer(s)2015-12-31$57,386
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$193,755
Expenses. Total of all expenses incurred2014-12-31$51,500
Benefits paid (including direct rollovers)2014-12-31$51,500
Total plan assets at end of year2014-12-31$1,960,717
Total plan assets at beginning of year2014-12-31$1,818,462
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$141,543
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$142,255
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,960,717
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,818,462
Total contributions received or receivable from employer(s)2014-12-31$52,212
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$432,188
Expenses. Total of all expenses incurred2013-12-31$30,412
Benefits paid (including direct rollovers)2013-12-31$30,412
Total plan assets at end of year2013-12-31$1,818,462
Total plan assets at beginning of year2013-12-31$1,416,686
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$379,467
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$401,776
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,818,462
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,416,686
Total contributions received or receivable from employer(s)2013-12-31$52,721
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$385,185
Expenses. Total of all expenses incurred2012-12-31$30,412
Benefits paid (including direct rollovers)2012-12-31$30,412
Total plan assets at end of year2012-12-31$1,416,686
Total plan assets at beginning of year2012-12-31$1,061,913
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$207,471
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$354,773
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,416,686
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,061,913
Total contributions received or receivable from employer(s)2012-12-31$177,714
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$236,191
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,061,913
Total plan assets at beginning of year2011-12-31$825,722
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-56,916
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$236,191
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,061,913
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$825,722
Total contributions received or receivable from employer(s)2011-12-31$293,107
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$233,988
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$825,722
Total plan assets at beginning of year2010-12-31$591,734
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$74,789
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$233,988
Net plan assets at end of year (total assets less liabilities)2010-12-31$825,722
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$591,734
Total contributions received or receivable from employer(s)2010-12-31$159,199
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST

2022: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TEDDY TAT-TAK LIU, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number11458854
Policy instance 1
Insurance contract or identification number11458854
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number11458854
Policy instance 1
Insurance contract or identification number11458854
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number11458854
Policy instance 1
Insurance contract or identification number11458854
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number11458854
Policy instance 1
Insurance contract or identification number11458854
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number11458854
Policy instance 1
Insurance contract or identification number11458854
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number11458854
Policy instance 1
Insurance contract or identification number11458854
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMICHAEL A BOOK
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number11458854
Policy instance 1
Insurance contract or identification number11458854
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $608
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $608
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameHOWARD B COWAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number11458854
Policy instance 1
Insurance contract or identification number11458854
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $608
Are there contracts with allocated funds for individual policies?Yes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $608
Insurance broker organization code?3
Insurance broker nameHOWARD B COWAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number11458854
Policy instance 1
Insurance contract or identification number11458854
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $608
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $30,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $608
Insurance broker organization code?3
Insurance broker nameHOWARD B COWAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number11458854
Policy instance 1
Insurance contract or identification number11458854
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $608
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $30,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $608
Insurance broker organization code?3
Insurance broker nameHOWARD B COWAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number11458854
Policy instance 1
Insurance contract or identification number11458854
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $608
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $30,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number11458854
Policy instance 1
Insurance contract or identification number11458854
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,129
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,521
Insurance broker organization code?3
Insurance broker nameHOWARD B COWAN

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