How big is Simon WU M.D., Ltd.'s plan?

Simon WU M.D., Ltd.'s plan reported $2.0M in assets and 4 participants for 2024.

Original filing (PDF)20250710132859NAL0005560689001

Simon WU M.D., Ltd.

Name: Simon WU M.D., Ltd. — Simon WU, M.D., Ltd., Form 5500 (2024)
Creator: Simon WU M.D., Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simon WU, M.D., Ltd. Employees' Profit Sharing and Savings Plan

401(k) retirement plan · Simon WU M.D., Ltd.'s Simon WU, M.D., Ltd. Employees' Profit Sharing and Savings Plan held $2.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Simon WU signed Simon WU M.D., Ltd.'s 2024 Form 5500 as plan administrator.

Simon WU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Simon WU M.D., Ltd.'s EIN is 36-4232080.

EIN 36-4232080

Plan number 001

Plan year 2024

ACK ID 20250710132859NAL0005560689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simon WU M.D., Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simon WU M.D., Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMON WU M.D., LTD..

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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