Original filing (PDF)20250716101802NAL0004126848001

PO-HSI WU, D.M.D., P.C.

Name: PO-HSI WU, D.M.D., P.C. — PO-HSI WU, D.M.D., P.C. MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: PO-HSI WU, D.M.D., P.C.

Form 5500-SF

FILING_RECEIVED

PO-HSI WU, D.M.D., P.C. MONEY PURCHASE PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PO-HSI WU, D.M.D., P.C..

Plan sponsor

Name

PO-HSI WU, D.M.D., P.C.

EIN

04-3289351

Address

199 BOSTON ROAD · BILLERICA, MA · 01862

Phone

(978) 439-0155

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

2A · Age/service weighted or new comparability

2D · Offset of another plan

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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