Original filing (PDF)20250630112658NAL0028662162001

WONG EWERS LLP

Name: WONG EWERS LLP — WONG EWERS 401(K) PLAN, Form 5500 (2024)
Creator: WONG EWERS LLP

Form 5500-SF

FILING_RECEIVED

WONG EWERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WONG EWERS LLP.

Plan sponsor

Name

WONG EWERS LLP

EIN

94-2600253

Address

1060 N 4TH ST · SAN JOSE, CA · 951124941

Phone

(408) 275-8600

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-06-30

Pension benefit codes

2E · Profit-sharing

2K · 401(m) arrangement

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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