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LIN RETIREMENT PLAN 401k Plan overview

Plan NameLIN RETIREMENT PLAN
Plan identification number 001

LIN RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

I HUEI LIN MD has sponsored the creation of one or more 401k plans.

Company Name:I HUEI LIN MD
Employer identification number (EIN):341209466
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01I HUEI LIN2014-09-23
0012012-01-01I HUEI LIN
0012011-01-01I HUEI LIN
0012010-01-01I HUEI LIN
0012009-01-01I HUEI LIN

Plan Statistics for LIN RETIREMENT PLAN

401k plan membership statisitcs for LIN RETIREMENT PLAN

Measure Date Value
2012: LIN RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LIN RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LIN RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
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 participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LIN RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
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 participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LIN RETIREMENT PLAN

Measure Date Value
2012 : LIN RETIREMENT PLAN 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$63,463
Expenses. Total of all expenses incurred2012-12-31$51,225
Benefits paid (including direct rollovers)2012-12-31$51,225
Total plan assets at end of year2012-12-31$1,525,161
Total plan assets at beginning of year2012-12-31$1,512,923
Other income received2012-12-31$62,738
Net income (gross income less expenses)2012-12-31$12,238
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,525,161
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,512,923
Total contributions received or receivable from employer(s)2012-12-31$725
2011 : LIN RETIREMENT PLAN 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$0
Total income from all sources2011-12-31$-16,419
Expenses. Total of all expenses incurred2011-12-31$79
Total plan assets at end of year2011-12-31$1,512,923
Total plan assets at beginning of year2011-12-31$1,529,421
Expenses. Other expenses not covered elsewhere2011-12-31$79
Other income received2011-12-31$-28,998
Net income (gross income less expenses)2011-12-31$-16,498
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,512,923
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,529,421
Total contributions received or receivable from employer(s)2011-12-31$12,579
2010 : LIN RETIREMENT PLAN 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$213,220
Expenses. Total of all expenses incurred2010-12-31$199
Total plan assets at end of year2010-12-31$1,529,421
Total plan assets at beginning of year2010-12-31$1,316,400
Expenses. Other expenses not covered elsewhere2010-12-31$199
Other income received2010-12-31$204,066
Net income (gross income less expenses)2010-12-31$213,021
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,529,421
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,316,400
Total contributions received or receivable from employer(s)2010-12-31$9,154

Form 5500 Responses for LIN RETIREMENT PLAN

2012: LIN RETIREMENT PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LIN RETIREMENT PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LIN RETIREMENT PLAN 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LIN RETIREMENT PLAN 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number749101 075
Policy instance 1
Insurance contract or identification number749101 075
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $76
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $76
Amount paid for insurance broker fees0
Insurance broker nameE LING
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number749101 075
Policy instance 1
Insurance contract or identification number749101 075
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $79
Total amount of fees paid to insurance companyUSD $0
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number749101 075
Policy instance 1
Insurance contract or identification number749101 075
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $199
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $199
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameE LING

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