How big is Joyce WONG's plan?

Joyce WONG's plan reported $1.8M in assets and 3 participants for 2023.

Original filing (PDF)20241015170138NAL0015130083001

Joyce WONG

Name: Joyce WONG — Joyce WONG & Associates 401(k) Plan, Form 5500 (2023)
Creator: Joyce WONG
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joyce WONG & Associates 401(k) Plan

401(k) retirement plan · Joyce WONG's Joyce WONG & Associates 401(k) Plan held $1.8M in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Joyce WONG's EIN is 46-4465976.

EIN 46-4465976

Plan number 003

Plan year 2023

ACK ID 20241015170138NAL0015130083001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Joyce WONG from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Joyce WONG's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOYCE WONG.

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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 average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

JOYCE WONG

EIN

all filings

Address

1 KAISER PLAZA, SUITE 455 · OAKLAND, CA · 94612

Phone

(510) 891-7050

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator