JOHN LAI AND KEVIN WONG, MEDICAL CORP. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
11
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score
97
/ 100
Grade A
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 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
91
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN LAI AND KEVIN WONG, MEDICAL CORP..
Plan sponsor
Name
JOHN LAI AND KEVIN WONG, MEDICAL CORP.
EIN
20-3619962
Address
1800 SULLIVAN AVE, #209 · DALY CITY, CA · 94015
Phone
(650) 991-4466
Industry
Offices of Physicians· 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
2025-06-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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.
