How big is Wendy LIU Accountancy Corp.'s plan?

Wendy LIU Accountancy Corp.'s plan reported $1.6M in assets and 3 participants for 2024.

Original filing (PDF)20251012165651NAL0000134963001

Wendy LIU Accountancy Corp.

Name: Wendy LIU Accountancy Corp. — Wendy LIU Accountancy, Form 5500 (2024)
Creator: Wendy LIU Accountancy Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wendy LIU Accountancy Corp. Defined Benefit Plan

Defined-benefit pension plan · Wendy LIU Accountancy Corp.'s Wendy LIU Accountancy Corp. Defined Benefit Plan held $1.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Wendy LIU Accountancy Corp.'s EIN is 27-0826294.

EIN 27-0826294

Plan number 001

Plan year 2024

ACK ID 20251012165651NAL0000134963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wendy LIU Accountancy Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wendy LIU Accountancy Corp.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WENDY LIU ACCOUNTANCY CORP..

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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

100

Helping the score