How big is Mychael LUU's plan?

Mychael LUU's plan reported $1.9M in assets and 3 participants for 2024.

Original filing (PDF)20251001214205NAL0006101939001

Mychael LUU

Name: Mychael LUU — Mychael LUU Pension Plan, Form 5500 (2024)
Creator: Mychael LUU
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mychael LUU Pension Plan

Defined-benefit pension plan · Mychael LUU's Mychael LUU Pension Plan held $1.9M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Mychael LUU signed Mychael LUU's 2024 Form 5500 as plan administrator.

Mychael LUU — 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

Mychael LUU's EIN is 77-0493818.

EIN 77-0493818

Plan number 002

Plan year 2024

ACK ID 20251001214205NAL0006101939001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mychael LUU from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mychael LUU's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

MYCHAEL LUU

EIN

all filings

Address

2050 CLARMAR WAY · SAN JOSE, CA · 95128

Phone

(408) 294-7551

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

James E. Devlin, M.D.

James E. Devlin, M.D. Profit Sharing Plan

$1.9M · 9 participants

Norwalk Radiology Consultants, P.C.

NRC, P.C. VIP Plan

$1.9M · 8 participants

Norman J. Riegel, M.D.

Norman J. Riegel, M.D. Profit Sharing Plan

$1.9M · 29 participants

Heather N. Leblanc, M.D., P.A.

Heather N. Leblanc, M.D., P.A. Profit Sharing Plan

$1.9M · 2 participants

Neurosurgery of North Iowa, PC

Neurosurgery of North Iowa, PC 401(k) Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.