How big is James T. LIN, M.D., a SOLE Proprietor's plan?

James T. LIN, M.D., a SOLE Proprietor's plan reported $9.9M in assets and 5 participants for 2024.

Original filing (PDF)20250703223722NAL0001154177001

James T. LIN, M.D., a SOLE Proprietor

Name: James T. LIN, M.D., a SOLE Proprietor — James T., Form 5500 (2024)
Creator: James T. LIN, M.D., a SOLE Proprietor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James T. LIN, M.D., a SOLE Proprietor Profit Sharing Plan

Defined-contribution retirement plan · James T. LIN, M.D., a SOLE Proprietor's James T. LIN, M.D., a SOLE Proprietor Profit Sharing Plan held $9.9M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

Plan identifiers

James T. LIN, M.D., a SOLE Proprietor's EIN is 33-0122539.

EIN 33-0122539

Plan number 002

Plan year 2024

ACK ID 20250703223722NAL0001154177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James T. LIN, M.D., a SOLE Proprietor from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James T. LIN, M.D., a SOLE Proprietor's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES T. LIN, M.D., A SOLE PROPRIETOR.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

JAMES T. LIN, M.D., A SOLE PROPRIETOR

EIN

all filings

Address

600 N GARFIELD AVE STE 303 · MONTEREY PARK, CA · 917541171

Phone

(626) 572-4974

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator