C. George Lai, M.D., Inc. 401k Profit Sharing Plan — Form 5500 plan (C. George Lai, 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, C. George Lai, M.D., Inc. 401k Profit Sharing Plan is a benefit plan reported by C. George Lai, M.D., Inc. under EIN 95-4485549 and plan number 003. The latest loaded filing year is 2023. The filing reports 12 participants and $10,693,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C. George Lai, M.D., Inc.
- EIN
- 95-4485549
- Plan number
- 003
- Plan type
- 2
- Location
- Monterey Park, CA
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $10,693,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20241001231657NAL0003649683001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,693,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,693,301
- Net assets (BOY)
- $9,150,783
Income & contributions
- Employer contributions
- $85,630
- Participant contributions
- $70,641
- Total income / additions
- $1,547,360
Expenses & distributions
- Benefits paid
- $4,817
- Administrative expenses
- $25
- Total expenses
- $4,842
- Net increase / (decrease)
- $1,542,518
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.