401k Plan data: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN plan

KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN
Plan identification number	002

KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

KONG-TAY WU, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: KONG-TAY WU, M.D., INC.

Employer identification number (EIN): 953764126

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 KONG-TAY WU 2023-03-20 KONG-TAY WU 2023-03-20
002 2021-01-01 KONG-TAY WU 2022-03-31 KONG-TAY WU 2022-03-31
002 2020-01-01 KONG-TAY WU 2021-03-11 KONG-TAY WU 2021-03-11
002 2019-01-01 KONG-TAY WU 2020-06-30 KONG-TAY WU 2020-06-30
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 KONG-TAY WU KONG-TAY WU 2013-04-22
002 2011-01-01 KONG-TAY WU KONG-TAY WU 2012-05-03
002 2010-01-01 KONG-TAY WU KONG-TAY WU 2011-08-11
002 2009-01-01 KONG-TAY WU KONG-TAY WU 2010-09-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	KONG-TAY WU	2023-03-20	KONG-TAY WU	2023-03-20
002	2021-01-01	KONG-TAY WU	2022-03-31	KONG-TAY WU	2022-03-31
002	2020-01-01	KONG-TAY WU	2021-03-11	KONG-TAY WU	2021-03-11
002	2019-01-01	KONG-TAY WU	2020-06-30	KONG-TAY WU	2020-06-30
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	KONG-TAY WU		KONG-TAY WU	2013-04-22
002	2011-01-01	KONG-TAY WU		KONG-TAY WU	2012-05-03
002	2010-01-01	KONG-TAY WU		KONG-TAY WU	2011-08-11
002	2009-01-01	KONG-TAY WU		KONG-TAY WU	2010-09-30

Plan Statistics for KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN

Measure Date Value
2022: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 10
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 13
Number of participants with account balances 2018-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 13
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 16
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 15
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 16
Number of participants with account balances 2010-01-01 9
2009: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 10
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2022: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	10
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	13
Number of participants with account balances	2018-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	13
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	16
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	15
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	16
Number of participants with account balances	2010-01-01	9
2009: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	10
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	9

Financial Data on KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-620,843
Expenses. Total of all expenses incurred	2022-12-31	$110,374
Benefits paid (including direct rollovers)	2022-12-31	$109,540
Total plan assets at end of year	2022-12-31	$1,580,086
Total plan assets at beginning of year	2022-12-31	$2,311,303
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$834
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-620,843
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-731,217
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,580,086
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,311,303
Assets. Value of real-estate (other than employer real property)	2022-12-31	$40,000
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$136,143
Expenses. Total of all expenses incurred	2021-12-31	$148,092
Benefits paid (including direct rollovers)	2021-12-31	$114,446
Total plan assets at end of year	2021-12-31	$2,311,303
Total plan assets at beginning of year	2021-12-31	$2,323,252
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$136,143
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-11,949
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,311,303
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,323,252
Assets. Value of real-estate (other than employer real property)	2021-12-31	$40,000
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$33,646
2020 : KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$591,906
Expenses. Total of all expenses incurred	2020-12-31	$1,036,527
Benefits paid (including direct rollovers)	2020-12-31	$1,010,065
Total plan assets at end of year	2020-12-31	$2,323,252
Total plan assets at beginning of year	2020-12-31	$2,767,873
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$591,906
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-444,621
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,323,252
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,767,873
Assets. Value of real-estate (other than employer real property)	2020-12-31	$40,000
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$26,462
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$570,039
Expenses. Total of all expenses incurred	2019-12-31	$125,370
Benefits paid (including direct rollovers)	2019-12-31	$102,243
Total plan assets at end of year	2019-12-31	$2,767,873
Total plan assets at beginning of year	2019-12-31	$2,323,204
Total contributions received or receivable from participants	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$570,039
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$444,669
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,767,873
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,323,204
Assets. Value of real-estate (other than employer real property)	2019-12-31	$40,000
Total contributions received or receivable from employer(s)	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$23,127
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-230,021
Expenses. Total of all expenses incurred	2018-12-31	$133,557
Benefits paid (including direct rollovers)	2018-12-31	$97,871
Total plan assets at end of year	2018-12-31	$2,323,204
Total plan assets at beginning of year	2018-12-31	$2,686,782
Value of fidelity bond covering the plan	2018-12-31	$200,000
Other income received	2018-12-31	$-230,021
Net income (gross income less expenses)	2018-12-31	$-363,578
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,323,204
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,686,782
Assets. Value of real-estate (other than employer real property)	2018-12-31	$37,125
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$35,686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$399,487
Expenses. Total of all expenses incurred	2017-12-31	$114,510
Benefits paid (including direct rollovers)	2017-12-31	$113,930
Total plan assets at end of year	2017-12-31	$2,686,782
Total plan assets at beginning of year	2017-12-31	$2,401,805
Value of fidelity bond covering the plan	2017-12-31	$200,000
Other income received	2017-12-31	$399,487
Net income (gross income less expenses)	2017-12-31	$284,977
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,686,782
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,401,805
Assets. Value of real-estate (other than employer real property)	2017-12-31	$37,125
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$580
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$25,382
Expenses. Total of all expenses incurred	2016-12-31	$83,726
Benefits paid (including direct rollovers)	2016-12-31	$83,251
Total plan assets at end of year	2016-12-31	$2,401,805
Total plan assets at beginning of year	2016-12-31	$2,460,149
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$475
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$25,382
Net income (gross income less expenses)	2016-12-31	$-58,344
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,401,805
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,460,149
Assets. Value of real-estate (other than employer real property)	2016-12-31	$37,125
Total contributions received or receivable from employer(s)	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-9,266
Expenses. Total of all expenses incurred	2015-12-31	$84,350
Benefits paid (including direct rollovers)	2015-12-31	$83,916
Total plan assets at end of year	2015-12-31	$2,460,149
Total plan assets at beginning of year	2015-12-31	$2,553,765
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-9,266
Net income (gross income less expenses)	2015-12-31	$-93,616
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,460,149
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,553,765
Assets. Value of real-estate (other than employer real property)	2015-12-31	$173,000
Total contributions received or receivable from employer(s)	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$434
2014 : KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$76,378
Expenses. Total of all expenses incurred	2014-12-31	$164,482
Benefits paid (including direct rollovers)	2014-12-31	$163,217
Total plan assets at end of year	2014-12-31	$2,553,765
Total plan assets at beginning of year	2014-12-31	$2,641,869
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,265
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$76,378
Net income (gross income less expenses)	2014-12-31	$-88,104
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,553,765
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,641,869
Assets. Value of real-estate (other than employer real property)	2014-12-31	$173,000
Total contributions received or receivable from employer(s)	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$1
2013 : KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$345,577
Expenses. Total of all expenses incurred	2013-12-31	$2,184
Benefits paid (including direct rollovers)	2013-12-31	$917
Total plan assets at end of year	2013-12-31	$2,641,869
Total plan assets at beginning of year	2013-12-31	$2,298,476
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,267
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$345,577
Net income (gross income less expenses)	2013-12-31	$343,393
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,641,869
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,298,476
Assets. Value of real-estate (other than employer real property)	2013-12-31	$173,000
Total contributions received or receivable from employer(s)	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$214,070
Expenses. Total of all expenses incurred	2012-12-31	$7,512
Benefits paid (including direct rollovers)	2012-12-31	$6,242
Total plan assets at end of year	2012-12-31	$2,298,476
Total plan assets at beginning of year	2012-12-31	$2,091,918
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,270
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$214,070
Net income (gross income less expenses)	2012-12-31	$206,558
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,298,476
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,091,918
Assets. Value of real-estate (other than employer real property)	2012-12-31	$173,000
Total contributions received or receivable from employer(s)	2012-12-31	$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 securities	2012-12-31	$0
2011 : KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-63,043
Expenses. Total of all expenses incurred	2011-12-31	$1,265
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,091,918
Total plan assets at beginning of year	2011-12-31	$2,156,226
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,265
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-63,043
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-64,308
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,091,918
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,156,226
Assets. Value of real-estate (other than employer real property)	2011-12-31	$173,000
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$174,315
Expenses. Total of all expenses incurred	2010-12-31	$1,272
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$2,156,226
Total plan assets at beginning of year	2010-12-31	$1,983,183
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,272
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$174,315
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$173,043
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,156,226
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,983,183
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$418,675
Assets. Value of real-estate (other than employer real property)	2010-12-31	$173,000
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN

2022: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2017: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2016: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: KONG-TAY WU, M.D., INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	KONG-TAY WU, M.D., INC.
Employer identification number (EIN):	953764126
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)