How big is Vijay K. WALI, M.D., Inc.'s plan?

Vijay K. WALI, M.D., Inc.'s plan reported $446K in assets and 4 participants for 2023.

Original filing (PDF)20250626185337NAL0005091043001

Vijay K. WALI, M.D., Inc.

Name: Vijay K. WALI, M.D., Inc. — Vijay K. WALI, M.D., Form 5500 (2023)
Creator: Vijay K. WALI, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vijay K. WALI, M.D., Inc. Retirement Plan

401(k) retirement plan · Vijay K. WALI, M.D., Inc.'s Vijay K. WALI, M.D., Inc. Retirement Plan held $446K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$446K

Net assets (EOY)

$446K

Plan identifiers

Vijay K. WALI, M.D., Inc.'s EIN is 33-0262920.

EIN 33-0262920

Plan number 006

Plan year 2023

ACK ID 20250626185337NAL0005091043001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Vijay K. WALI, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Vijay K. WALI, M.D., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

VIJAY K. WALI, M.D., INC.

EIN

all filings

Address

2050 E. PIONEER BLVD. · FULLERTON, CA · 92631

Phone

(714) 773-4800

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator