Original filing (PDF)20250606164059NAL0012533841001

DANIEL Y. WANG M.D., CORPORATION

Name: DANIEL Y. WANG M.D., CORPORATION — DANIEL Y. WANG M.D., CORPORATION PENSION PLAN, Form 5500 (2024)
Creator: DANIEL Y. WANG M.D., CORPORATION

Form 5500-SF

FILING_RECEIVED

DANIEL Y. WANG M.D., CORPORATION PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANIEL Y. WANG M.D., CORPORATION.

Plan sponsor

Name

DANIEL Y. WANG M.D., CORPORATION

EIN

26-0739531

Address

4049 MEZZAMONTE PL., · SAN JOSE, CA · 95148

Phone

(831) 636-1332

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

2025-06-06

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

1I · Frozen plan — no new benefit accrual

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

EAR, NOSE AND THROAT CENTER OF NEW JERSEY

EAR, NOSE AND THROAT CENTER OF NJ PROFIT SHARING PLAN

$4.0M · 14 participants

EREN & ATLURI, M.D., LLC

EREN & ATLURI, M.D., LLC CASH BALANCE PENSION PLAN

$4.0M · 4 participants

INTERNAL MEDICINE ASSOCIATES OF SANTA BARBARA, A MEDICAL GROUP

ROBERT D. BYERS, M.D. 401(K) PROFIT SHARING PLAN

$4.0M · 7 participants

GLOBAL CARE MEDICAL GROUP, P.C.

GLOBAL CARE SAVINGS PLAN

$4.0M · 16 participants

CARDIOLOGY ASSOCIATES OF MICHIGAN, P.C.