Civic Intelligence

Jeffrey E. Liu, M. D.

Plan context: Jeffrey E. Liu Money Purchase Pension Plan

EIN 99-0314460 • Honolulu, HI • 24 filings • 6 plans

1380 Lusitana 705Honolulu, HI 96813
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,481,409

2024 Contributions

$48,279

Historical Graphs

Total Assets Over Time

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

$3,481,409$1,740,705$0200020132024YearValue
$3,481,409Latest year 2024

Participants Over Time

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

320200120132024YearValue
3Latest year 2024

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
202413$3,481,409$48,279$16,093iApproximate average salary by contribution assumption: employee only about $402,325 at 4% or $268,217 at 6%; with 50% employer match about $268,217 at 4% or $178,811 at 6%; with 100% employer match about $201,163 at 4% or $134,108 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-3$3,481,409$48,279$16,093iApproximate average salary by contribution assumption: employee only about $402,325 at 4% or $268,217 at 6%; with 50% employer match about $268,217 at 4% or $178,811 at 6%; with 100% employer match about $201,163 at 4% or $134,108 at 6%.
202313$3,138,939$59,209$19,736iApproximate average salary by contribution assumption: employee only about $493,408 at 4% or $328,939 at 6%; with 50% employer match about $328,939 at 4% or $219,293 at 6%; with 100% employer match about $246,704 at 4% or $164,469 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-3$3,138,939$59,209$19,736iApproximate average salary by contribution assumption: employee only about $493,408 at 4% or $328,939 at 6%; with 50% employer match about $328,939 at 4% or $219,293 at 6%; with 100% employer match about $246,704 at 4% or $164,469 at 6%.
202213$2,840,791$68,882$22,961iApproximate average salary by contribution assumption: employee only about $574,017 at 4% or $382,678 at 6%; with 50% employer match about $382,678 at 4% or $255,119 at 6%; with 100% employer match about $287,008 at 4% or $191,339 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-3$2,840,791$68,882$22,961iApproximate average salary by contribution assumption: employee only about $574,017 at 4% or $382,678 at 6%; with 50% employer match about $382,678 at 4% or $255,119 at 6%; with 100% employer match about $287,008 at 4% or $191,339 at 6%.
202113$2,933,761$127,662$42,554iApproximate average salary by contribution assumption: employee only about $1,063,850 at 4% or $709,233 at 6%; with 50% employer match about $709,233 at 4% or $472,822 at 6%; with 100% employer match about $531,925 at 4% or $354,617 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-3$2,933,761$127,662$42,554iApproximate average salary by contribution assumption: employee only about $1,063,850 at 4% or $709,233 at 6%; with 50% employer match about $709,233 at 4% or $472,822 at 6%; with 100% employer match about $531,925 at 4% or $354,617 at 6%.
202013$2,609,064$60,231$20,077iApproximate average salary by contribution assumption: employee only about $501,925 at 4% or $334,617 at 6%; with 50% employer match about $334,617 at 4% or $223,078 at 6%; with 100% employer match about $250,963 at 4% or $167,308 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-3$2,609,064$60,231$20,077iApproximate average salary by contribution assumption: employee only about $501,925 at 4% or $334,617 at 6%; with 50% employer match about $334,617 at 4% or $223,078 at 6%; with 100% employer match about $250,963 at 4% or $167,308 at 6%.
201813$2,012,483$46,967$15,656iApproximate average salary by contribution assumption: employee only about $391,392 at 4% or $260,928 at 6%; with 50% employer match about $260,928 at 4% or $173,952 at 6%; with 100% employer match about $195,696 at 4% or $130,464 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-3$2,012,483$46,967$15,656iApproximate average salary by contribution assumption: employee only about $391,392 at 4% or $260,928 at 6%; with 50% employer match about $260,928 at 4% or $173,952 at 6%; with 100% employer match about $195,696 at 4% or $130,464 at 6%.
201713$1,955,160$57,969$19,323iApproximate average salary by contribution assumption: employee only about $483,075 at 4% or $322,050 at 6%; with 50% employer match about $322,050 at 4% or $214,700 at 6%; with 100% employer match about $241,538 at 4% or $161,025 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-3$1,955,160$57,969$19,323iApproximate average salary by contribution assumption: employee only about $483,075 at 4% or $322,050 at 6%; with 50% employer match about $322,050 at 4% or $214,700 at 6%; with 100% employer match about $241,538 at 4% or $161,025 at 6%.
201612$1,732,819$154,222$77,111iApproximate average salary by contribution assumption: employee only about $1,927,775 at 4% or $1,285,183 at 6%; with 50% employer match about $1,285,183 at 4% or $856,789 at 6%; with 100% employer match about $963,888 at 4% or $642,592 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-2$1,732,819$154,222$77,111iApproximate average salary by contribution assumption: employee only about $1,927,775 at 4% or $1,285,183 at 6%; with 50% employer match about $1,285,183 at 4% or $856,789 at 6%; with 100% employer match about $963,888 at 4% or $642,592 at 6%.
201513$1,889,326$65,916$21,972iApproximate average salary by contribution assumption: employee only about $549,300 at 4% or $366,200 at 6%; with 50% employer match about $366,200 at 4% or $244,133 at 6%; with 100% employer match about $274,650 at 4% or $183,100 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-3$1,889,326$65,916$21,972iApproximate average salary by contribution assumption: employee only about $549,300 at 4% or $366,200 at 6%; with 50% employer match about $366,200 at 4% or $244,133 at 6%; with 100% employer match about $274,650 at 4% or $183,100 at 6%.
201412$1,801,287$62,603$31,302iApproximate average salary by contribution assumption: employee only about $782,538 at 4% or $521,692 at 6%; with 50% employer match about $521,692 at 4% or $347,794 at 6%; with 100% employer match about $391,269 at 4% or $260,846 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-2$1,801,287$62,603$31,302iApproximate average salary by contribution assumption: employee only about $782,538 at 4% or $521,692 at 6%; with 50% employer match about $521,692 at 4% or $347,794 at 6%; with 100% employer match about $391,269 at 4% or $260,846 at 6%.
201312$1,516,280$62,573$31,287iApproximate average salary by contribution assumption: employee only about $782,163 at 4% or $521,442 at 6%; with 50% employer match about $521,442 at 4% or $347,628 at 6%; with 100% employer match about $391,081 at 4% or $260,721 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-2$1,516,280$62,573$31,287iApproximate average salary by contribution assumption: employee only about $782,163 at 4% or $521,442 at 6%; with 50% employer match about $521,442 at 4% or $347,628 at 6%; with 100% employer match about $391,081 at 4% or $260,721 at 6%.
201212$1,383,509$63,152$31,576iApproximate average salary by contribution assumption: employee only about $789,400 at 4% or $526,267 at 6%; with 50% employer match about $526,267 at 4% or $350,844 at 6%; with 100% employer match about $394,700 at 4% or $263,133 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-2$1,383,509$63,152$31,576iApproximate average salary by contribution assumption: employee only about $789,400 at 4% or $526,267 at 6%; with 50% employer match about $526,267 at 4% or $350,844 at 6%; with 100% employer match about $394,700 at 4% or $263,133 at 6%.
201112$1,232,504$60,309$30,155iApproximate average salary by contribution assumption: employee only about $753,863 at 4% or $502,575 at 6%; with 50% employer match about $502,575 at 4% or $335,050 at 6%; with 100% employer match about $376,931 at 4% or $251,288 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-2$1,232,504$60,309$30,155iApproximate average salary by contribution assumption: employee only about $753,863 at 4% or $502,575 at 6%; with 50% employer match about $502,575 at 4% or $335,050 at 6%; with 100% employer match about $376,931 at 4% or $251,288 at 6%.
201012$967,253$59,796$29,898iApproximate average salary by contribution assumption: employee only about $747,450 at 4% or $498,300 at 6%; with 50% employer match about $498,300 at 4% or $332,200 at 6%; with 100% employer match about $373,725 at 4% or $249,150 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-2$967,253$59,796$29,898iApproximate average salary by contribution assumption: employee only about $747,450 at 4% or $498,300 at 6%; with 50% employer match about $498,300 at 4% or $332,200 at 6%; with 100% employer match about $373,725 at 4% or $249,150 at 6%.
200922$1,531,144$116,672$58,336iApproximate average salary by contribution assumption: employee only about $1,458,400 at 4% or $972,267 at 6%; with 50% employer match about $972,267 at 4% or $648,178 at 6%; with 100% employer match about $729,200 at 4% or $486,133 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-2$829,943$61,634$30,817iApproximate average salary by contribution assumption: employee only about $770,425 at 4% or $513,617 at 6%; with 50% employer match about $513,617 at 4% or $342,411 at 6%; with 100% employer match about $385,213 at 4% or $256,808 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-2$701,201$55,038$27,519iApproximate average salary by contribution assumption: employee only about $687,975 at 4% or $458,650 at 6%; with 50% employer match about $458,650 at 4% or $305,767 at 6%; with 100% employer match about $343,988 at 4% or $229,325 at 6%.
200812$793,614$55,306$27,653iApproximate average salary by contribution assumption: employee only about $691,325 at 4% or $460,883 at 6%; with 50% employer match about $460,883 at 4% or $307,256 at 6%; with 100% employer match about $345,663 at 4% or $230,442 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-2$793,614$55,306$27,653iApproximate average salary by contribution assumption: employee only about $691,325 at 4% or $460,883 at 6%; with 50% employer match about $460,883 at 4% or $307,256 at 6%; with 100% employer match about $345,663 at 4% or $230,442 at 6%.
200612$584,165$54,397$27,199iApproximate average salary by contribution assumption: employee only about $679,963 at 4% or $453,308 at 6%; with 50% employer match about $453,308 at 4% or $302,206 at 6%; with 100% employer match about $339,981 at 4% or $226,654 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-2$584,165$54,397$27,199iApproximate average salary by contribution assumption: employee only about $679,963 at 4% or $453,308 at 6%; with 50% employer match about $453,308 at 4% or $302,206 at 6%; with 100% employer match about $339,981 at 4% or $226,654 at 6%.
200512$504,049$51,543$25,772iApproximate average salary by contribution assumption: employee only about $644,288 at 4% or $429,525 at 6%; with 50% employer match about $429,525 at 4% or $286,350 at 6%; with 100% employer match about $322,144 at 4% or $214,763 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-2$504,049$51,543$25,772iApproximate average salary by contribution assumption: employee only about $644,288 at 4% or $429,525 at 6%; with 50% employer match about $429,525 at 4% or $286,350 at 6%; with 100% employer match about $322,144 at 4% or $214,763 at 6%.
200412$401,639$50,889$25,445iApproximate average salary by contribution assumption: employee only about $636,113 at 4% or $424,075 at 6%; with 50% employer match about $424,075 at 4% or $282,717 at 6%; with 100% employer match about $318,056 at 4% or $212,038 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-2$401,639$50,889$25,445iApproximate average salary by contribution assumption: employee only about $636,113 at 4% or $424,075 at 6%; with 50% employer match about $424,075 at 4% or $282,717 at 6%; with 100% employer match about $318,056 at 4% or $212,038 at 6%.
200312$324,620$49,714$24,857iApproximate average salary by contribution assumption: employee only about $621,425 at 4% or $414,283 at 6%; with 50% employer match about $414,283 at 4% or $276,189 at 6%; with 100% employer match about $310,713 at 4% or $207,142 at 6%.
Jeffrey E. Liu Money Purchase Pension Plan-2$324,620$49,714$24,857iApproximate average salary by contribution assumption: employee only about $621,425 at 4% or $414,283 at 6%; with 50% employer match about $414,283 at 4% or $276,189 at 6%; with 100% employer match about $310,713 at 4% or $207,142 at 6%.
200210$244,827$48,894-
Jeffrey E. Liu Money Purchase Pension Plan-0$244,827$48,894-
200112$0$0-
Jeffrey E. Liu Money Purchase Pension Plan-2---
200010$209,038$38,383-
Jeffrey E. Liu Money Purchase Pension Plan-0$209,038$38,383-