Civic Intelligence

Yu-Cheng J. Liao, M.D.

Plan context: Yu-Cheng J. Liao, M.D. Defined Benefit Plan

EIN 77-0335427 • Oxnard, CA • 26 filings • 4 plans

1700 N. Rose Ave., Suite 480Oxnard, CA 93030
Current Snapshot

Latest Year

2023

2023 Participants

9

2023 Assets

$2,800,882

2023 Contributions

$300,000

Historical Graphs

Total Assets Over Time

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

$4,099,780$2,049,890$0199920132023YearValue
$2,800,882Latest year 2023

Participants Over Time

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

950199920112023YearValue
9Latest year 2023

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
202319$2,800,882$0-
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-9$2,800,882$0-
202219$2,850,076$0-
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-9$2,850,076$0-
202119$4,099,780$0-
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-9$4,099,780$0-
202019$3,328,468$0-
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-9$3,328,468$0-
201919$3,062,920$0-
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-9$3,062,920$0-
201819$3,332,955$300,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-9$3,332,955$300,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201719$3,012,586$500,000$55,556iApproximate average salary by contribution assumption: employee only about $1,388,889 at 4% or $925,926 at 6%; with 50% employer match about $925,926 at 4% or $617,284 at 6%; with 100% employer match about $694,444 at 4% or $462,963 at 6%.
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-9$3,012,586$500,000$55,556iApproximate average salary by contribution assumption: employee only about $1,388,889 at 4% or $925,926 at 6%; with 50% employer match about $925,926 at 4% or $617,284 at 6%; with 100% employer match about $694,444 at 4% or $462,963 at 6%.
201618$2,510,864$600,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-8$2,510,864$600,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201519$1,914,583$700,000$77,778iApproximate average salary by contribution assumption: employee only about $1,944,444 at 4% or $1,296,296 at 6%; with 50% employer match about $1,296,296 at 4% or $864,198 at 6%; with 100% employer match about $972,222 at 4% or $648,148 at 6%.
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-9$1,914,583$700,000$77,778iApproximate average salary by contribution assumption: employee only about $1,944,444 at 4% or $1,296,296 at 6%; with 50% employer match about $1,296,296 at 4% or $864,198 at 6%; with 100% employer match about $972,222 at 4% or $648,148 at 6%.
201417$1,301,513$600,000$85,714iApproximate average salary by contribution assumption: employee only about $2,142,857 at 4% or $1,428,571 at 6%; with 50% employer match about $1,428,571 at 4% or $952,381 at 6%; with 100% employer match about $1,071,429 at 4% or $714,286 at 6%.
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-7$1,301,513$600,000$85,714iApproximate average salary by contribution assumption: employee only about $2,142,857 at 4% or $1,428,571 at 6%; with 50% employer match about $1,428,571 at 4% or $952,381 at 6%; with 100% employer match about $1,071,429 at 4% or $714,286 at 6%.
201317$880,803$400,000$57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%.
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-7$880,803$400,000$57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%.
201217$910,199$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-7$910,199$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
201117$1,186,854$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-7$1,186,854$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
201017$1,166,797$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-7$1,166,797$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
200917$819,836$280,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-7$819,836$280,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200814$0$0-
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-4---
200714$0$0-
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-4---
200614$1,538,810$283,345$70,836iApproximate average salary by contribution assumption: employee only about $1,770,906 at 4% or $1,180,604 at 6%; with 50% employer match about $1,180,604 at 4% or $787,069 at 6%; with 100% employer match about $885,453 at 4% or $590,302 at 6%.
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-4$1,538,810$283,345$70,836iApproximate average salary by contribution assumption: employee only about $1,770,906 at 4% or $1,180,604 at 6%; with 50% employer match about $1,180,604 at 4% or $787,069 at 6%; with 100% employer match about $885,453 at 4% or $590,302 at 6%.
200515$1,155,096$286,820$57,364iApproximate average salary by contribution assumption: employee only about $1,434,100 at 4% or $956,067 at 6%; with 50% employer match about $956,067 at 4% or $637,378 at 6%; with 100% employer match about $717,050 at 4% or $478,033 at 6%.
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-5$1,155,096$286,820$57,364iApproximate average salary by contribution assumption: employee only about $1,434,100 at 4% or $956,067 at 6%; with 50% employer match about $956,067 at 4% or $637,378 at 6%; with 100% employer match about $717,050 at 4% or $478,033 at 6%.
200414$832,662$180,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-4$832,662$180,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
200314$639,184$186,236$46,559iApproximate average salary by contribution assumption: employee only about $1,163,975 at 4% or $775,983 at 6%; with 50% employer match about $775,983 at 4% or $517,322 at 6%; with 100% employer match about $581,988 at 4% or $387,992 at 6%.
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-4$639,184$186,236$46,559iApproximate average salary by contribution assumption: employee only about $1,163,975 at 4% or $775,983 at 6%; with 50% employer match about $775,983 at 4% or $517,322 at 6%; with 100% employer match about $581,988 at 4% or $387,992 at 6%.
200212$275,367$157,208$78,604iApproximate average salary by contribution assumption: employee only about $1,965,100 at 4% or $1,310,067 at 6%; with 50% employer match about $1,310,067 at 4% or $873,378 at 6%; with 100% employer match about $982,550 at 4% or $655,033 at 6%.
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-2$275,367$157,208$78,604iApproximate average salary by contribution assumption: employee only about $1,965,100 at 4% or $1,310,067 at 6%; with 50% employer match about $1,310,067 at 4% or $873,378 at 6%; with 100% employer match about $982,550 at 4% or $655,033 at 6%.
200112$0$0-
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-2---
200012$0$0-
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-2---
199923$582,951$97,288$32,429iApproximate average salary by contribution assumption: employee only about $810,733 at 4% or $540,489 at 6%; with 50% employer match about $540,489 at 4% or $360,326 at 6%; with 100% employer match about $405,367 at 4% or $270,244 at 6%.
Yu-Cheng J. Liao, M.D. Defined Benefit Plan-3$350,502$97,288$32,429iApproximate average salary by contribution assumption: employee only about $810,733 at 4% or $540,489 at 6%; with 50% employer match about $540,489 at 4% or $360,326 at 6%; with 100% employer match about $405,367 at 4% or $270,244 at 6%.
Yu-Cheng J. Liao, M.D. Keogh Plan-0$232,449--