2023 Form 5500 filing — Tommy C. Lu, M.D. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009130148NAL0009219587001) for Tommy C. Lu, M.D. 401(K) Profit Sharing Plan, reported by Tommy C. Lu, M.D. under EIN 20-0897410 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241009130148NAL0009219587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tommy C. Lu, M.D.
- EIN
- 20-0897410
- Plan number
- 002
- Location
- Diamond Bar, CA
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,873,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,873,867
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $597,302
- Benefits paid
- $6,168,873
- Administrative expenses
- $0
- Total expenses
- $6,168,873
- Net increase / (decrease)
- -$5,571,571
- Schedule source
- Schedule I