# Tommy C. Lu, M.D. 401(k) Plan
Source: https://planprovider.pro/companies/tommy-c-lu-m-d-plan

> Tommy C. Lu, M.D.&#39;s 401(k) plan: 1 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Tommy C. Lu, M.D.

- **Sponsor EIN:** 200897410

- **Sponsor Address:** 1317 S DIAMOND BAR BLVD STE 4009, DIAMOND BAR, CA, 91765

- **Plan Type:** 401(k)

- **Total Participants:** 1

- **Total Assets:** $1.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|1|$1.9M|$0|$0|

| 2022|2|$7.4M|$0|$0|

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