· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BERWYN J.C. LIN, M.D., A SOLE PROPRIETORSHIP — BERWYN J.C. LIN, M.D., A SOLE PROPRIETORSHIP 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251004131031NAL0001211827001
BERWYN J.C. LIN, M.D., A SOLE PROPRIETORSHIP
Form 5500-SF
FILING_RECEIVED
BERWYN J.C. LIN, M.D., A SOLE PROPRIETORSHIP 401K PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERWYN J.C. LIN, M.D., A SOLE PROPRIETORSHIP
.
Find decision makers
Plan sponsor
Name
BERWYN J.C. LIN, M.D., A SOLE PROPRIETORSHIP
EIN
33-0301519
Address
600 N. GARFIELD AVE., SUITE 203 · MONTEREY PARK, CA · 91754
Phone
(626) 288-1468
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-10-04
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
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
ASSOCIATED MEDICAL GROUP
ASSOCIATED MEDICAL GROUP DEFINED BENEFIT PLAN
$6.2M · 14 participants
PEDIATRIC SERVICES, P.A.
PEDIATRIC SERVICES, P.A. 401(K) PROFIT SHARING PLAN
$6.2M · 20 participants
SYNERGY ORTHOPEDIC SPECIALISTS, INC.
SYNERGY ORTHOPEDIC SPECIALISTS, INC. 401(K) PLAN
$6.2M · 170 participants
LAKE SUPERIOR COMMUNITY HEALTH CENTER
LAKE SUPERIOR COMMUNITY HEALTH CENTER 403(B) RETIREMENT PLAN
$6.2M · 109 participants
WAYNE K. ROSS, M.D., P.C.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
WAYNE K. ROSS, M.D., P.C., DEFINED BENEFIT PENSION PLAN
$6.2M · 6 participants
ASSOCIATED RADIOLOGISTS OF FLINT, P.C.
ASSOCIATED RADIOLOGISTS OF FLINT, P.C. 401K PROFIT SHARING PLAN
$6.2M · 19 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
