Original filing (PDF)20251011121608NAL0005121619001

AGNES Y. WU, A SOLE PROPRIETORSHIP

Name: AGNES Y. WU, A SOLE PROPRIETORSHIP — AGNES Y. WU, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: AGNES Y. WU, A SOLE PROPRIETORSHIP

Form 5500-SF

FILING_RECEIVED

AGNES Y. WU, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9.5M

Net assets (EOY)

$9.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGNES Y. WU, A SOLE PROPRIETORSHIP.

Plan sponsor

Name

AGNES Y. WU, A SOLE PROPRIETORSHIP

EIN

77-0491776

Address

11108 ZENAIDA WAY · BAKERSFIELD, CA · 93311

Phone

(661) 665-2553

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

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

RADIOLOGIC ASSOCIATES, P.C.

RADIOLOGIC ASSOCIATES PC 401(K) PROFIT SHARING PLA

$9.5M · 25 participants

NEPHROLOGY SPECIALISTS, P.C.

NSPC 401(K) PLAN

$9.5M · 25 participants

PARTLOW, HARBIN & POIST OB-GYN, MD, P.C.

PARTLOW, HARBIN, POIST OB-GYN, MD 401(K) PROFIT SHARING PLAN

$9.5M · 14 participants

COMPREHENSIVE PRIMARY CARE, LLC

COMPREHENSIVE PRIMARY CARE, LLC 401(K) PLAN

$9.5M · 120 participants

OPHTHALMOLOGY ASSOCIATES PARTNERSHIP

OPHTHALMOLOGY ASSOCIATES 401(K) PLAN