401k Plan data: ZOE LIU MEDICAL OFFICE P.C. DEFINED BENEFIT PENSION PLAN plan

ZOE LIU MEDICAL OFFICE P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	ZOE LIU MEDICAL OFFICE P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

ZOE LIU MEDICAL OFFICE P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
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

ZOE LIU MEDICAL OFFICE P.C. has sponsored the creation of one or more 401k plans.

Company Name: ZOE LIU MEDICAL OFFICE P.C.

Employer identification number (EIN): 203621997

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

Additional information about ZOE LIU MEDICAL OFFICE P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2005-10-12

Company Identification Number: 3267307

Legal Registered Office Address: 39 EAST BROADWAY, #306
New York
NEW YORK
United States of America (USA)
10002

More information about ZOE LIU MEDICAL OFFICE P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZOE LIU MEDICAL OFFICE P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-12-31
001 2021-12-31
001 2020-12-31
001 2019-12-31

Plan Statistics for ZOE LIU MEDICAL OFFICE P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ZOE LIU MEDICAL OFFICE P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: ZOE LIU MEDICAL OFFICE P.C. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-30 3,798,806
Acturial value of plan assets 2022-12-30 3,798,806
Funding target for retired participants and beneficiaries receiving payment 2022-12-30 0
Number of terminated vested participants 2022-12-30 0
Fundng target for terminated vested participants 2022-12-30 0
Active participant vested funding target 2022-12-30 3,298,874
Number of active participants 2022-12-30 5
Total funding liabilities for active participants 2022-12-30 3,298,874
Total participant count 2022-12-30 5
Total funding target for all participants 2022-12-30 3,298,874
Balance at beginning of prior year after applicable adjustments 2022-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-30 13,104
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-30 0
Prefunding balanced used to offset prior years funding requirement 2022-12-30 0
Amount remaining of carryover balance 2022-12-30 0
Amount remaining of prefunding balance 2022-12-30 13,104
Present value of excess contributions 2022-12-30 67,343
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-30 71,363
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-30 0
Reductions in caryover balances due to elections or deemed elections 2022-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-30 0
Balance of carryovers at beginning of current year 2022-12-30 0
Balance of prefunding at beginning of current year 2022-12-30 14,656
Total employer contributions 2022-12-30 186,027
Total employee contributions 2022-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-30 174,393
Unpaid minimum required contributions for all prior years 2022-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-30 0
Remaining amount of unpaid minimum required contributions 2022-12-30 0
Minimum required contributions for current year target normal cost 2022-12-30 0
Net shortfall amortization installment of oustanding balance 2022-12-30 0
Waiver amortization installment 2022-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-30 0
Carryover balance elected to use to offset funding requirement 2022-12-30 0
Prefunding balance elected to use to offset funding requirement 2022-12-30 0
Additional cash requirement 2022-12-30 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-30 174,393
Unpaid minimum required contributions for current year 2022-12-30 0
Unpaid minimum required contributions for all years 2022-12-30 0
2021: ZOE LIU MEDICAL OFFICE P.C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-30 3,333,348
Acturial value of plan assets 2021-12-30 3,333,348
Funding target for retired participants and beneficiaries receiving payment 2021-12-30 0
Number of terminated vested participants 2021-12-30 0
Fundng target for terminated vested participants 2021-12-30 0
Active participant vested funding target 2021-12-30 2,825,763
Number of active participants 2021-12-30 4
Total funding liabilities for active participants 2021-12-30 2,825,763
Total participant count 2021-12-30 4
Total funding target for all participants 2021-12-30 2,825,763
Balance at beginning of prior year after applicable adjustments 2021-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-30 12,121
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-30 0
Prefunding balanced used to offset prior years funding requirement 2021-12-30 0
Amount remaining of carryover balance 2021-12-30 0
Amount remaining of prefunding balance 2021-12-30 12,121
Present value of excess contributions 2021-12-30 73,329
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-30 77,619
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-30 0
Reductions in caryover balances due to elections or deemed elections 2021-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-30 0
Balance of carryovers at beginning of current year 2021-12-30 0
Balance of prefunding at beginning of current year 2021-12-30 13,104
Total employer contributions 2021-12-30 72,035
Total employee contributions 2021-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-30 67,343
Unpaid minimum required contributions for all prior years 2021-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-30 0
Remaining amount of unpaid minimum required contributions 2021-12-30 0
Minimum required contributions for current year target normal cost 2021-12-30 0
Net shortfall amortization installment of oustanding balance 2021-12-30 0
Waiver amortization installment 2021-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-30 0
Carryover balance elected to use to offset funding requirement 2021-12-30 0
Prefunding balance elected to use to offset funding requirement 2021-12-30 0
Additional cash requirement 2021-12-30 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-30 67,343
Unpaid minimum required contributions for current year 2021-12-30 0
Unpaid minimum required contributions for all years 2021-12-30 0
2020: ZOE LIU MEDICAL OFFICE P.C. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-30 3,011,187
Acturial value of plan assets 2020-12-30 3,011,187
Funding target for retired participants and beneficiaries receiving payment 2020-12-30 0
Number of terminated vested participants 2020-12-30 0
Fundng target for terminated vested participants 2020-12-30 0
Active participant vested funding target 2020-12-30 2,740,139
Number of active participants 2020-12-30 4
Total funding liabilities for active participants 2020-12-30 2,740,139
Total participant count 2020-12-30 4
Total funding target for all participants 2020-12-30 2,740,139
Balance at beginning of prior year after applicable adjustments 2020-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-30 10,308
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-30 0
Prefunding balanced used to offset prior years funding requirement 2020-12-30 0
Amount remaining of carryover balance 2020-12-30 0
Amount remaining of prefunding balance 2020-12-30 10,308
Present value of excess contributions 2020-12-30 159,770
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-30 169,452
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-30 0
Reductions in caryover balances due to elections or deemed elections 2020-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-30 0
Balance of carryovers at beginning of current year 2020-12-30 0
Balance of prefunding at beginning of current year 2020-12-30 12,121
Total employer contributions 2020-12-30 78,000
Total employee contributions 2020-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-30 73,329
Liquidity shortfalls end of Q1 2020-12-30 0
Liquidity shortfalls end of Q2 2020-12-30 0
Liquidity shortfalls end of Q3 2020-12-30 0
Liquidity shortfalls end of Q4 2020-12-30 0
Unpaid minimum required contributions for all prior years 2020-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-30 0
Remaining amount of unpaid minimum required contributions 2020-12-30 0
Minimum required contributions for current year target normal cost 2020-12-30 0
Net shortfall amortization installment of oustanding balance 2020-12-30 0
Waiver amortization installment 2020-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-30 0
Carryover balance elected to use to offset funding requirement 2020-12-30 0
Prefunding balance elected to use to offset funding requirement 2020-12-30 0
Additional cash requirement 2020-12-30 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-30 73,329
Unpaid minimum required contributions for current year 2020-12-30 0
Unpaid minimum required contributions for all years 2020-12-30 0

Measure	Date	Value
2022: ZOE LIU MEDICAL OFFICE P.C. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-30	3,798,806
Acturial value of plan assets	2022-12-30	3,798,806
Funding target for retired participants and beneficiaries receiving payment	2022-12-30	0
Number of terminated vested participants	2022-12-30	0
Fundng target for terminated vested participants	2022-12-30	0
Active participant vested funding target	2022-12-30	3,298,874
Number of active participants	2022-12-30	5
Total funding liabilities for active participants	2022-12-30	3,298,874
Total participant count	2022-12-30	5
Total funding target for all participants	2022-12-30	3,298,874
Balance at beginning of prior year after applicable adjustments	2022-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-30	13,104
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-30	0
Prefunding balanced used to offset prior years funding requirement	2022-12-30	0
Amount remaining of carryover balance	2022-12-30	0
Amount remaining of prefunding balance	2022-12-30	13,104
Present value of excess contributions	2022-12-30	67,343
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-30	71,363
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-30	0
Reductions in caryover balances due to elections or deemed elections	2022-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-30	0
Balance of carryovers at beginning of current year	2022-12-30	0
Balance of prefunding at beginning of current year	2022-12-30	14,656
Total employer contributions	2022-12-30	186,027
Total employee contributions	2022-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-30	174,393
Unpaid minimum required contributions for all prior years	2022-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-30	0
Remaining amount of unpaid minimum required contributions	2022-12-30	0
Minimum required contributions for current year target normal cost	2022-12-30	0
Net shortfall amortization installment of oustanding balance	2022-12-30	0
Waiver amortization installment	2022-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-30	0
Carryover balance elected to use to offset funding requirement	2022-12-30	0
Prefunding balance elected to use to offset funding requirement	2022-12-30	0
Additional cash requirement	2022-12-30	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-30	174,393
Unpaid minimum required contributions for current year	2022-12-30	0
Unpaid minimum required contributions for all years	2022-12-30	0
2021: ZOE LIU MEDICAL OFFICE P.C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-30	3,333,348
Acturial value of plan assets	2021-12-30	3,333,348
Funding target for retired participants and beneficiaries receiving payment	2021-12-30	0
Number of terminated vested participants	2021-12-30	0
Fundng target for terminated vested participants	2021-12-30	0
Active participant vested funding target	2021-12-30	2,825,763
Number of active participants	2021-12-30	4
Total funding liabilities for active participants	2021-12-30	2,825,763
Total participant count	2021-12-30	4
Total funding target for all participants	2021-12-30	2,825,763
Balance at beginning of prior year after applicable adjustments	2021-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-30	12,121
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-30	0
Prefunding balanced used to offset prior years funding requirement	2021-12-30	0
Amount remaining of carryover balance	2021-12-30	0
Amount remaining of prefunding balance	2021-12-30	12,121
Present value of excess contributions	2021-12-30	73,329
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-30	77,619
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-30	0
Reductions in caryover balances due to elections or deemed elections	2021-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-30	0
Balance of carryovers at beginning of current year	2021-12-30	0
Balance of prefunding at beginning of current year	2021-12-30	13,104
Total employer contributions	2021-12-30	72,035
Total employee contributions	2021-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-30	67,343
Unpaid minimum required contributions for all prior years	2021-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-30	0
Remaining amount of unpaid minimum required contributions	2021-12-30	0
Minimum required contributions for current year target normal cost	2021-12-30	0
Net shortfall amortization installment of oustanding balance	2021-12-30	0
Waiver amortization installment	2021-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-30	0
Carryover balance elected to use to offset funding requirement	2021-12-30	0
Prefunding balance elected to use to offset funding requirement	2021-12-30	0
Additional cash requirement	2021-12-30	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-30	67,343
Unpaid minimum required contributions for current year	2021-12-30	0
Unpaid minimum required contributions for all years	2021-12-30	0
2020: ZOE LIU MEDICAL OFFICE P.C. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-30	3,011,187
Acturial value of plan assets	2020-12-30	3,011,187
Funding target for retired participants and beneficiaries receiving payment	2020-12-30	0
Number of terminated vested participants	2020-12-30	0
Fundng target for terminated vested participants	2020-12-30	0
Active participant vested funding target	2020-12-30	2,740,139
Number of active participants	2020-12-30	4
Total funding liabilities for active participants	2020-12-30	2,740,139
Total participant count	2020-12-30	4
Total funding target for all participants	2020-12-30	2,740,139
Balance at beginning of prior year after applicable adjustments	2020-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-30	10,308
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-30	0
Prefunding balanced used to offset prior years funding requirement	2020-12-30	0
Amount remaining of carryover balance	2020-12-30	0
Amount remaining of prefunding balance	2020-12-30	10,308
Present value of excess contributions	2020-12-30	159,770
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-30	169,452
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-30	0
Reductions in caryover balances due to elections or deemed elections	2020-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-30	0
Balance of carryovers at beginning of current year	2020-12-30	0
Balance of prefunding at beginning of current year	2020-12-30	12,121
Total employer contributions	2020-12-30	78,000
Total employee contributions	2020-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-30	73,329
Liquidity shortfalls end of Q1	2020-12-30	0
Liquidity shortfalls end of Q2	2020-12-30	0
Liquidity shortfalls end of Q3	2020-12-30	0
Liquidity shortfalls end of Q4	2020-12-30	0
Unpaid minimum required contributions for all prior years	2020-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-30	0
Remaining amount of unpaid minimum required contributions	2020-12-30	0
Minimum required contributions for current year target normal cost	2020-12-30	0
Net shortfall amortization installment of oustanding balance	2020-12-30	0
Waiver amortization installment	2020-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-30	0
Carryover balance elected to use to offset funding requirement	2020-12-30	0
Prefunding balance elected to use to offset funding requirement	2020-12-30	0
Additional cash requirement	2020-12-30	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-30	73,329
Unpaid minimum required contributions for current year	2020-12-30	0
Unpaid minimum required contributions for all years	2020-12-30	0

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Company Name:	ZOE LIU MEDICAL OFFICE P.C.
Employer identification number (EIN):	203621997
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2005-10-12
Company Identification Number:	3267307
Legal Registered Office Address:	39 EAST BROADWAY, #306 New York NEW YORK United States of America (USA) 10002