Civic Intelligence

Jason Y. Liu, M.D. Inc.

Plan context: JASON Y. LIU, M.D., INC. PROFIT SHARING PLAN

EIN 33-0219256 • Huntington Beach, CA • 27 filings • 3 plans

18822 Beach Blvd., Ste.207Huntington Beach, CA 92648
Current Snapshot

Latest Year

2012

2012 Participants

1

2012 Assets

$360,953

2012 Contributions

$44,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,342,339$671,170$0199920062012YearValue
$360,953Latest year 2012

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320199920062012YearValue
1Latest year 2012

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201221$360,953$0-
JASON Y. LIU, M.D., INC. PROFIT SHARING PLAN-1$253,624$0-
Jason Y. Liu, M.D. Inc. Money Purchase Pension Plan-1$107,329$0-
201121$346,055$0-
JASON Y. LIU, M.D., INC. PROFIT SHARING PLAN-1$243,156$0-
Jason Y. Liu, M.D. Inc. Money Purchase Pension Plan-1$102,899$0-
201021$352,088$0-
JASON Y. LIU, M.D., INC. PROFIT SHARING PLAN-1$247,395$0-
Jason Y. Liu, M.D. Inc. Money Purchase Pension Plan-1$104,693$0-
200921$738,266$0-
Jason Y. Liu, M.D. Inc. Money Purchase Pension Plan-1$394,511--
JASON Y. LIU, M.D., INC. PROFIT SHARING PLAN-1$343,755--
200821$287,763$0-
Jason Y. Liu, M.D. Inc. Money Purchase Pension Plan-1$287,763--
JASON Y. LIU, M.D., INC. PROFIT SHARING PLAN-1---
200721$0$0-
JASON Y. LIU, M.D., INC. PROFIT SHARING PLAN-1---
Jason Y. Liu, M.D. Inc. Money Purchase Pension Plan-1---
200621$1,342,339$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Jason Y. Liu, M.D. Inc. Money Purchase Pension Plan-1$732,320--
JASON Y. LIU, M.D., INC. PROFIT SHARING PLAN-1$610,019$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200522$1,181,109$84,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Jason Y. Liu, M.D. Inc. Money Purchase Pension Plan-2$648,779--
JASON Y. LIU, M.D., INC. PROFIT SHARING PLAN-2$532,330$84,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200422$1,046,898$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Jason Y. Liu, M.D. Inc. Money Purchase Pension Plan-2$610,766$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
JASON Y. LIU, M.D., INC. PROFIT SHARING PLAN-2$436,132$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
200323$857,053$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Jason Y. Liu, M.D. Inc. Money Purchase Pension Plan-3$504,623$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
JASON Y. LIU, M.D. PROFIT SHARING PLAN-3$352,430$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
200223$726,012$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Jason Y. Liu, M.D. Inc. Money Purchase Pension Plan-3$421,087$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
JASON Y. LIU, M.D., INC. PROFIT SHARING PLAN-3$304,925$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
200123$0$0-
JASON Y. LIU, M.D., INC. PROFIT SHARING PLAN-3---
Jason Y. Liu, M.D. Inc. Money Purchase Pension Plan-3---
200023$0$0-
Jason Y. Liu, M.D. Inc. Money Purchase Pension Plan-3---
JASON Y. LIU, M.D., INC. PROFIT SHARING PLAN-3---
199913$1,210,864$38,645$12,882iApproximate average salary by contribution assumption: employee only about $322,042 at 4% or $214,694 at 6%; with 50% employer match about $214,694 at 4% or $143,130 at 6%; with 100% employer match about $161,021 at 4% or $107,347 at 6%.
Jason Y. Liu, M.D. Inc. Money Purchase Pension Plan-3$1,210,864$38,645$12,882iApproximate average salary by contribution assumption: employee only about $322,042 at 4% or $214,694 at 6%; with 50% employer match about $214,694 at 4% or $143,130 at 6%; with 100% employer match about $161,021 at 4% or $107,347 at 6%.