Original filing (PDF)20250926120839NAL0009382129001

LARRY T. WONG, D.O. P.A.

Name: LARRY T. WONG, D.O. P.A. — LARRY T. WONG, D.O. P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: LARRY T. WONG, D.O. P.A.

Form 5500-SF

FILING_RECEIVED

LARRY T. WONG, D.O. P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LARRY T. WONG, D.O. P.A..

Plan sponsor

Name

LARRY T. WONG, D.O. P.A.

EIN

20-2477100

Address

502 N. MACARTHUR AVENUE · PANAMA CITY, FL · 32401

Phone

(850) 215-1080

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

BETHEL BLOOD AND CANCER CENTER

BETHEL BLOOD AND CANCER CENTER 401(K) PLAN

$1.6M · 10 participants

PUTNOI EYE CARE PC

PUTNOI EYE CARE PC 401(K) PROFIT SHARING PLAN & TRUST

$1.6M · 19 participants

INNOVISION MEDICAL, PA

INNOVISION MEDICAL PA CASH BALANCE PLAN

$1.6M · 6 participants

FLORIDA NEPHROLOGY GROUP, PLC

FLORIDA NEPHROLOGY GROUP, PLC 401(K) PLAN

$1.6M · 9 participants

INFECTIOUS DISEASE PROFESSIONALS, LLC

IDP 401(K) PROFIT SHARING PLAN