How big is WONG Ewers LLP's plan?

WONG Ewers LLP's plan reported $11.5M in assets and 10 participants for 2024.

Original filing (PDF)20250630112658NAL0028662162001

WONG Ewers LLP

Name: WONG Ewers LLP — WONG Ewers 401(k) Plan, Form 5500 (2024)
Creator: WONG Ewers LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WONG Ewers 401(k) Plan

401(k) retirement plan · WONG Ewers LLP's WONG Ewers 401(k) Plan held $11.5M in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

People on this filing

John Halim signed WONG Ewers LLP's 2024 Form 5500 as plan administrator.

John Halim — 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

WONG Ewers LLP's EIN is 94-2600253.

EIN 94-2600253

Plan number 001

Plan year 2024

ACK ID 20250630112658NAL0028662162001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WONG Ewers LLP's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 average account balance (93rd percentile).

Plan sponsor

Name

WONG EWERS LLP

EIN

all filings

Address

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

Phone

(408) 275-8600

Industry

CPA Offices· Professional & Technical Services

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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