Susie M. Liu, M.D.
Plan context: Susie M. Liu, M.D. 401(K) Plan
EIN 77-0419173 • Palo Alto, CA • 18 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,777,709
2024 Contributions
$55,352
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 | 2 | $1,777,709 | $55,352 | $27,676iApproximate average salary by contribution assumption: employee only about $691,900 at 4% or $461,267 at 6%; with 50% employer match about $461,267 at 4% or $307,511 at 6%; with 100% employer match about $345,950 at 4% or $230,633 at 6%. |
| Susie M. Liu, M.D. 401(K) Plan | - | 2 | $1,777,709 | $55,352 | $27,676iApproximate average salary by contribution assumption: employee only about $691,900 at 4% or $461,267 at 6%; with 50% employer match about $461,267 at 4% or $307,511 at 6%; with 100% employer match about $345,950 at 4% or $230,633 at 6%. |
| 2023 | 1 | 1 | $1,461,077 | $51,264 | $51,264iApproximate average salary by contribution assumption: employee only about $1,281,600 at 4% or $854,400 at 6%; with 50% employer match about $854,400 at 4% or $569,600 at 6%; with 100% employer match about $640,800 at 4% or $427,200 at 6%. |
| Susie M. Liu, M.D. 401(K) Plan | - | 1 | $1,461,077 | $51,264 | $51,264iApproximate average salary by contribution assumption: employee only about $1,281,600 at 4% or $854,400 at 6%; with 50% employer match about $854,400 at 4% or $569,600 at 6%; with 100% employer match about $640,800 at 4% or $427,200 at 6%. |
| 2022 | 1 | 2 | $1,251,823 | $42,843 | $21,422iApproximate average salary by contribution assumption: employee only about $535,538 at 4% or $357,025 at 6%; with 50% employer match about $357,025 at 4% or $238,017 at 6%; with 100% employer match about $267,769 at 4% or $178,513 at 6%. |
| Susie M. Liu, M.D. 401(K) Plan | - | 2 | $1,251,823 | $42,843 | $21,422iApproximate average salary by contribution assumption: employee only about $535,538 at 4% or $357,025 at 6%; with 50% employer match about $357,025 at 4% or $238,017 at 6%; with 100% employer match about $267,769 at 4% or $178,513 at 6%. |
| 2021 | 1 | 2 | $1,450,307 | $40,745 | $20,373iApproximate average salary by contribution assumption: employee only about $509,313 at 4% or $339,542 at 6%; with 50% employer match about $339,542 at 4% or $226,361 at 6%; with 100% employer match about $254,656 at 4% or $169,771 at 6%. |
| Susie M. Liu, M.D. 401(K) Plan | - | 2 | $1,450,307 | $40,745 | $20,373iApproximate average salary by contribution assumption: employee only about $509,313 at 4% or $339,542 at 6%; with 50% employer match about $339,542 at 4% or $226,361 at 6%; with 100% employer match about $254,656 at 4% or $169,771 at 6%. |
| 2020 | 1 | 2 | $1,181,114 | $36,749 | $18,375iApproximate average salary by contribution assumption: employee only about $459,363 at 4% or $306,242 at 6%; with 50% employer match about $306,242 at 4% or $204,161 at 6%; with 100% employer match about $229,681 at 4% or $153,121 at 6%. |
| Susie M. Liu, M.D. 401(K) Plan | - | 2 | $1,181,114 | $36,749 | $18,375iApproximate average salary by contribution assumption: employee only about $459,363 at 4% or $306,242 at 6%; with 50% employer match about $306,242 at 4% or $204,161 at 6%; with 100% employer match about $229,681 at 4% or $153,121 at 6%. |
| 2019 | 1 | 2 | $990,240 | $34,749 | $17,375iApproximate average salary by contribution assumption: employee only about $434,363 at 4% or $289,575 at 6%; with 50% employer match about $289,575 at 4% or $193,050 at 6%; with 100% employer match about $217,181 at 4% or $144,788 at 6%. |
| Susie M. Liu, M.D. 401(K) Plan | - | 2 | $990,240 | $34,749 | $17,375iApproximate average salary by contribution assumption: employee only about $434,363 at 4% or $289,575 at 6%; with 50% employer match about $289,575 at 4% or $193,050 at 6%; with 100% employer match about $217,181 at 4% or $144,788 at 6%. |
| 2018 | 1 | 2 | $798,677 | $34,205 | $17,103iApproximate average salary by contribution assumption: employee only about $427,563 at 4% or $285,042 at 6%; with 50% employer match about $285,042 at 4% or $190,028 at 6%; with 100% employer match about $213,781 at 4% or $142,521 at 6%. |
| Susie M. Liu, M.D. 401(K) Plan | - | 2 | $798,677 | $34,205 | $17,103iApproximate average salary by contribution assumption: employee only about $427,563 at 4% or $285,042 at 6%; with 50% employer match about $285,042 at 4% or $190,028 at 6%; with 100% employer match about $213,781 at 4% or $142,521 at 6%. |
| 2017 | 1 | 2 | $845,994 | $41,986 | $20,993iApproximate average salary by contribution assumption: employee only about $524,825 at 4% or $349,883 at 6%; with 50% employer match about $349,883 at 4% or $233,256 at 6%; with 100% employer match about $262,413 at 4% or $174,942 at 6%. |
| Susie M. Liu, M.D. 401(K) Plan | - | 2 | $845,994 | $41,986 | $20,993iApproximate average salary by contribution assumption: employee only about $524,825 at 4% or $349,883 at 6%; with 50% employer match about $349,883 at 4% or $233,256 at 6%; with 100% employer match about $262,413 at 4% or $174,942 at 6%. |
| 2016 | 1 | 2 | $697,559 | $51,798 | $25,899iApproximate average salary by contribution assumption: employee only about $647,475 at 4% or $431,650 at 6%; with 50% employer match about $431,650 at 4% or $287,767 at 6%; with 100% employer match about $323,738 at 4% or $215,825 at 6%. |
| Susie M. Liu, M.D. 401(K) Plan | - | 2 | $697,559 | $51,798 | $25,899iApproximate average salary by contribution assumption: employee only about $647,475 at 4% or $431,650 at 6%; with 50% employer match about $431,650 at 4% or $287,767 at 6%; with 100% employer match about $323,738 at 4% or $215,825 at 6%. |
| 2015 | 1 | 2 | $614,612 | $62,666 | $31,333iApproximate average salary by contribution assumption: employee only about $783,325 at 4% or $522,217 at 6%; with 50% employer match about $522,217 at 4% or $348,144 at 6%; with 100% employer match about $391,663 at 4% or $261,108 at 6%. |
| Susie M. Liu, M.D. 401(K) Plan | - | 2 | $614,612 | $62,666 | $31,333iApproximate average salary by contribution assumption: employee only about $783,325 at 4% or $522,217 at 6%; with 50% employer match about $522,217 at 4% or $348,144 at 6%; with 100% employer match about $391,663 at 4% or $261,108 at 6%. |
| 2003 | 2 | 0 | $0 | $40,000 | - |
| SUSIE M. LIU, M.D. PROFIT SHARING PLAN | - | 0 | - | $20,000 | - |
| Susie M. Liu, M.D. 401(K) Plan | - | 0 | - | $20,000 | - |
| 2002 | 2 | 1 | $152,453 | $40,000 | $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%. |
| SUSIE M. LIU, M.D. PROFIT SHARING PLAN | - | 1 | $78,958 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Susie M. Liu, M.D. 401(K) Plan | - | 1 | $73,495 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2001 | 2 | 1 | $0 | $0 | - |
| SUSIE M. LIU, M.D. PROFIT SHARING PLAN | - | 1 | - | - | - |
| Susie M. Liu, M.D. 401(K) Plan | - | 1 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| SUSIE M. LIU, M.D. PROFIT SHARING PLAN | - | 3 | - | - | - |
| Susie M. Liu, M.D. 401(K) Plan | - | 3 | - | - | - |