Liu & Associates PC.
Plan context: Liu & Associates PC. 401K Profit Sharing Plan
EIN 32-0000581 • Rosewell, GA • 11 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,574,764
2024 Contributions
$131,703
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $1,574,764 | $131,703 | $21,951iApproximate average salary by contribution assumption: employee only about $548,763 at 4% or $365,842 at 6%; with 50% employer match about $365,842 at 4% or $243,894 at 6%; with 100% employer match about $274,381 at 4% or $182,921 at 6%. |
| Liu & Associates PC. 401K Profit Sharing Plan | - | 6 | $1,574,764 | $131,703 | $21,951iApproximate average salary by contribution assumption: employee only about $548,763 at 4% or $365,842 at 6%; with 50% employer match about $365,842 at 4% or $243,894 at 6%; with 100% employer match about $274,381 at 4% or $182,921 at 6%. |
| 2023 | 1 | 7 | $1,341,559 | $142,613 | $20,373iApproximate average salary by contribution assumption: employee only about $509,332 at 4% or $339,555 at 6%; with 50% employer match about $339,555 at 4% or $226,370 at 6%; with 100% employer match about $254,666 at 4% or $169,777 at 6%. |
| Liu & Associates PC. 401K Profit Sharing Plan | - | 7 | $1,341,559 | $142,613 | $20,373iApproximate average salary by contribution assumption: employee only about $509,332 at 4% or $339,555 at 6%; with 50% employer match about $339,555 at 4% or $226,370 at 6%; with 100% employer match about $254,666 at 4% or $169,777 at 6%. |
| 2022 | 1 | 8 | $1,067,616 | $269,215 | $33,652iApproximate average salary by contribution assumption: employee only about $841,297 at 4% or $560,865 at 6%; with 50% employer match about $560,865 at 4% or $373,910 at 6%; with 100% employer match about $420,648 at 4% or $280,432 at 6%. |
| Liu & Associates PC. 401K Profit Sharing Plan | - | 8 | $1,067,616 | $269,215 | $33,652iApproximate average salary by contribution assumption: employee only about $841,297 at 4% or $560,865 at 6%; with 50% employer match about $560,865 at 4% or $373,910 at 6%; with 100% employer match about $420,648 at 4% or $280,432 at 6%. |
| 2021 | 1 | 8 | $991,833 | $227,950 | $28,494iApproximate average salary by contribution assumption: employee only about $712,344 at 4% or $474,896 at 6%; with 50% employer match about $474,896 at 4% or $316,597 at 6%; with 100% employer match about $356,172 at 4% or $237,448 at 6%. |
| Liu & Associates PC. 401K Profit Sharing Plan | - | 8 | $991,833 | $227,950 | $28,494iApproximate average salary by contribution assumption: employee only about $712,344 at 4% or $474,896 at 6%; with 50% employer match about $474,896 at 4% or $316,597 at 6%; with 100% employer match about $356,172 at 4% or $237,448 at 6%. |
| 2020 | 1 | 5 | $672,406 | $109,692 | $21,938iApproximate average salary by contribution assumption: employee only about $548,460 at 4% or $365,640 at 6%; with 50% employer match about $365,640 at 4% or $243,760 at 6%; with 100% employer match about $274,230 at 4% or $182,820 at 6%. |
| Liu & Associates PC. 401K Profit Sharing Plan | - | 5 | $672,406 | $109,692 | $21,938iApproximate average salary by contribution assumption: employee only about $548,460 at 4% or $365,640 at 6%; with 50% employer match about $365,640 at 4% or $243,760 at 6%; with 100% employer match about $274,230 at 4% or $182,820 at 6%. |
| 2019 | 1 | 5 | $509,166 | $149,858 | $29,972iApproximate average salary by contribution assumption: employee only about $749,290 at 4% or $499,527 at 6%; with 50% employer match about $499,527 at 4% or $333,018 at 6%; with 100% employer match about $374,645 at 4% or $249,763 at 6%. |
| Liu & Associates PC. 401K Profit Sharing Plan | - | 5 | $509,166 | $149,858 | $29,972iApproximate average salary by contribution assumption: employee only about $749,290 at 4% or $499,527 at 6%; with 50% employer match about $499,527 at 4% or $333,018 at 6%; with 100% employer match about $374,645 at 4% or $249,763 at 6%. |
| 2018 | 1 | 5 | $282,112 | $83,847 | $16,769iApproximate average salary by contribution assumption: employee only about $419,235 at 4% or $279,490 at 6%; with 50% employer match about $279,490 at 4% or $186,327 at 6%; with 100% employer match about $209,618 at 4% or $139,745 at 6%. |
| Liu & Associates PC. 401K Profit Sharing Plan | - | 5 | $282,112 | $83,847 | $16,769iApproximate average salary by contribution assumption: employee only about $419,235 at 4% or $279,490 at 6%; with 50% employer match about $279,490 at 4% or $186,327 at 6%; with 100% employer match about $209,618 at 4% or $139,745 at 6%. |
| 2017 | 1 | 5 | $221,158 | $153,892 | $30,778iApproximate average salary by contribution assumption: employee only about $769,460 at 4% or $512,973 at 6%; with 50% employer match about $512,973 at 4% or $341,982 at 6%; with 100% employer match about $384,730 at 4% or $256,487 at 6%. |
| Liu & Associates PC. 401K Profit Sharing Plan | - | 5 | $221,158 | $153,892 | $30,778iApproximate average salary by contribution assumption: employee only about $769,460 at 4% or $512,973 at 6%; with 50% employer match about $512,973 at 4% or $341,982 at 6%; with 100% employer match about $384,730 at 4% or $256,487 at 6%. |
| 2016 | 1 | 4 | $48,718 | $48,909 | $12,227iApproximate average salary by contribution assumption: employee only about $305,681 at 4% or $203,788 at 6%; with 50% employer match about $203,788 at 4% or $135,858 at 6%; with 100% employer match about $152,841 at 4% or $101,894 at 6%. |
| Liu & Associates PC. 401K Profit Sharing Plan | - | 4 | $48,718 | $48,909 | $12,227iApproximate average salary by contribution assumption: employee only about $305,681 at 4% or $203,788 at 6%; with 50% employer match about $203,788 at 4% or $135,858 at 6%; with 100% employer match about $152,841 at 4% or $101,894 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Liu & Associates PC. 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2007 | 1 | 4 | $91,588 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Liu & Associates PC. 401K Profit Sharing Plan | - | 4 | $91,588 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |