Leonard T. Yu, M.D. Defined Benefit Pension Plan — Form 5500 plan (Leonard T. Yu, M.D., Inc.)
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, Leonard T. Yu, M.D. Defined Benefit Pension Plan is a benefit plan reported by Leonard T. Yu, M.D., Inc. under EIN 99-0324699 and plan number 003. The latest loaded filing year is 2023. The filing reports 5 participants and $2,440,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leonard T. Yu, M.D., Inc.
- EIN
- 99-0324699
- Plan number
- 003
- Plan type
- 2
- Location
- Kahului, HI
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $2,440,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20241011155921NAL0037587728001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,440,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,440,189
- Net assets (BOY)
- $2,998,764
Income & contributions
- Employer contributions
- $56,000
- Participant contributions
- $0
- Total income / additions
- $276,073
Expenses & distributions
- Benefits paid
- $834,098
- Administrative expenses
- $0
- Total expenses
- $834,648
- Net increase / (decrease)
- -$558,575
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.