Original filing (PDF)20250522102355NAL0002198851001

DR RAYMOND WONG DDS MSD

Name: DR RAYMOND WONG DDS MSD — RAYMOND WONG DDS MSD RETIREMENT PLAN, Form 5500 (2024)
Creator: DR RAYMOND WONG DDS MSD

Form 5500-SF

FILING_RECEIVED

RAYMOND WONG DDS MSD RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR RAYMOND WONG DDS MSD.

Plan sponsor

Name

DR RAYMOND WONG DDS MSD

DBA

DR RAYMOND WONG DDS MSD

EIN

35-1965999

Address

6920 PARKDALE PL STE 217 · INDIANAPOLIS, IN · 462545611

Phone

(317) 328-6708

Industry

Offices of Dentists· 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

2025-05-22

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3B · Covers self-employed individuals

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

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