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

Simon WU M.D., Ltd.'s plan reported $816K in assets and 4 participants for 2024.

Original filing (PDF)20250710132648NAL0003521219001

Simon WU M.D., Ltd.

Name: Simon WU M.D., Ltd. — Simon WU M.D., Ltd. Cash, 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. Cash Balance Plan

Defined-benefit pension plan · Simon WU M.D., Ltd.'s Simon WU M.D., Ltd. Cash Balance Plan held $816K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$816K

Net assets (EOY)

$816K

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 002

Plan year 2024

ACK ID 20250710132648NAL0003521219001

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 a cash-balance formula.

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..

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score