Original filing (PDF)20250408201547NAL0010326659001

LISA L. WONG, M.D., INC.

Name: LISA L. WONG, M.D., INC. — LISA L. WONG, M.D., INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: LISA L. WONG, M.D., INC.

Form 5500-SF

FILING_RECEIVED

LISA L. WONG, M.D., INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

LISA L. WONG, M.D., INC.

EIN

68-0522495

Address

1380 LUSITANA STREET, SUITE 506 · HONOLULU, HI · 96813

Phone

(808) 524-6922

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

LISA L. WONG, M.D., INC.

EIN

68-0522495

City

HONOLULU, HI

Phone

(808) 524-6922

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

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

Related plans

Similar-size Offices of Physicians plans

ROBERT A. HEIN, M.D., P.C.

ROBERT A. HEIN, M.D., P.C. PROFIT SHARING PLAN

$2.4M · 4 participants

TIEN NGUYEN, M.D. INC.

TIEN NGUYEN MD RETIREMENT PLAN

$2.4M · 6 participants

LINH L. CHEN MD APC

LINH L. CHEN MD APC DEFINED BENEFIT PENSION PLAN

$2.4M · 4 participants

AIKEN INTERNAL MEDICINE ASSOCIATES, P.A.

AIKEN INTERNAL MEDICINE ASSOCIATES, P.A. 401(K) PLAN

$2.4M · 9 participants

ANESTHESIA CONSULTANTS OF INDIANAPOLIS, LLC

ANESTHESIA CONSULTANTS OF INDIANAPOLIS, LLC 401(K) PROFIT SHARING PLAN