How big is John WU, CPA, Inc.'s plan?

John WU, CPA, Inc.'s plan reported $2.0M in assets and 2 participants for 2024.

Original filing (PDF)20251011184542NAL0014576640001

John WU, CPA, Inc.

Name: John WU, CPA, Inc. — John WU, CPA, Inc. Defined, Form 5500 (2024)
Creator: John WU, CPA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John WU, CPA, Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · John WU, CPA, Inc.'s John WU, CPA, Inc. Defined Benefit Pension Plan held $2.0M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

John WU, CPA, Inc.'s EIN is 20-0311877.

EIN 20-0311877

Plan number 002

Plan year 2024

ACK ID 20251011184542NAL0014576640001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John WU, CPA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John WU, CPA, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN WU, CPA, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off