Y. George Lin, M.D., Inc. 401(K) Plan — Form 5500 plan (Y. George Lin, 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, Y. George Lin, M.D., Inc. 401(K) Plan is a benefit plan reported by Y. George Lin, M.D., Inc. under EIN 33-0861944 and plan number 002. The latest loaded filing year is 2023. The filing reports 7 participants and $6,468,631 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Y. George Lin, M.D., Inc.
- EIN
- 33-0861944
- Plan number
- 002
- Plan type
- 2
- Location
- Chino Hills, CA
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $6,468,631
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240714180031NAL0000779953001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,468,631
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,468,631
- Net assets (BOY)
- $2,000,467
Income & contributions
- Employer contributions
- $58,542
- Participant contributions
- $52,500
- Total income / additions
- $4,523,164
Expenses & distributions
- Benefits paid
- $55,000
- Administrative expenses
- $0
- Total expenses
- $55,000
- Net increase / (decrease)
- $4,468,164
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.