How big is ANDY S. YU M.D. Inc.'s plan?

ANDY S. YU M.D. Inc.'s plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20251008171410NAL0010231488001

ANDY S. YU M.D. Inc.

Name: ANDY S. YU M.D. Inc. — ANDY S. YU M.D. Inc., Form 5500 (2024)
Creator: ANDY S. YU M.D. Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ANDY S. YU M.D. Inc. Retirement Plan

401(k) retirement plan · ANDY S. YU M.D. Inc.'s ANDY S. YU M.D. Inc. Retirement Plan held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

ANDY S. YU M.D. Inc.'s EIN is 55-0849608.

EIN 55-0849608

Plan number 003

Plan year 2024

ACK ID 20251008171410NAL0010231488001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ANDY S. YU M.D. Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ANDY S. YU M.D. Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

ANDY S. YU M.D. INC.

EIN

all filings

Address

2101 FOREST AVENUE, SUITE 106 · SAN JOSE, CA · 95128

Phone

(408) 286-3222

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator