Tommy C. Lu, M.D. 401(K) Profit Sharing Plan — Form 5500 plan (Tommy C. Lu, M.D.)
Plain-English plan 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, Tommy C. Lu, M.D. 401(K) Profit Sharing Plan is a benefit plan reported by Tommy C. Lu, M.D. under EIN 20-0897410 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $1,873,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tommy C. Lu, M.D.
- EIN
- 20-0897410
- Plan number
- 002
- Plan type
- 2
- Location
- Diamond Bar, CA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,873,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241009130148NAL0009219587001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,873,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,873,867
- Net assets (BOY)
- $7,445,438
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $597,302
Expenses & distributions
- Benefits paid
- $6,168,873
- Administrative expenses
- $0
- Total expenses
- $6,168,873
- Net increase / (decrease)
- -$5,571,571
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.