Plan5500

Anna Lu Dmd, Apc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Anna Lu Dmd, Apc (EIN 20-5487799) is a plan sponsor located in Dublin, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-5487799
Location
Dublin, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Anna Lu Dmd, Apc

  • 2 loaded plans hold $2.1M in reported assets.
  • The largest, Anna Lu Dmd Apc Cash Balance Plan, holds 84% of this company's reported plan assets.
  • Plans cover 16 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.1MSummed across loaded plans$2,110,716
Total reported assets$2.1M$2,110,716
Total reported participants16
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets$2.1MLiabilities$0
Contributions & income
Employer contributions$189K
Participant contributions$41K
Total income / additions-$48.9K
Expenses & distributions
Benefits paid / distributions$4.8K
Total expenses$4.8K
Net increase / (decrease)-$53.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets84%Anna Lu Dmd Apc Cash Balance Plan
Participants per plan8Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Anna Lu Dmd Apc Cash Balance Plan$1.8M
    Plan #002 · 8 participants · 2023
  2. 2
    Annu Lu Dmd Apc Safe Harbor 401(K) Plan$327.8K
    Plan #001 · 8 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Anna Lu Dmd, Apc. Open one for its full reported snapshot.

  1. 2023
    Annu Lu Dmd Apc Safe Harbor 401(K) Plan8 participants · 2Sch I
    View filing →
  2. 2023
    Anna Lu Dmd Apc Cash Balance Plan8 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Anna Lu Dmd, Apc report on Form 5500?
Anna Lu Dmd, Apc (EIN 20-5487799) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Anna Lu Dmd, Apc?
The Employer Identification Number (EIN) reported for Anna Lu Dmd, Apc is 20-5487799.
What is the latest Form 5500 filing year for Anna Lu Dmd, Apc?
The latest loaded Form 5500 filing year for Anna Lu Dmd, Apc is 2023.

Related Form 5500 pages