Original filing (PDF)20250703140017NAL0000250003001

SHANG WU M.D., INC.

Name: SHANG WU M.D., INC. — STEVEN S.C. WU M.D. RETIREMENT PLAN, Form 5500 (2024)
Creator: SHANG WU M.D., INC.

Form 5500-SF

FILING_RECEIVED

STEVEN S.C. WU M.D. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 SHANG WU M.D., INC..

Plan sponsor

Name

SHANG WU M.D., INC.

EIN

20-8891865

Address

3141 S. HACIENDA BLVD. · HACIENDA HEIGHTS, CA · 91745

Phone

(626) 937-6663

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

2025-07-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

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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