Original filing (PDF)20250430154421NAL0004274322001

STEPHEN B & DEBRA M WONG PTR

Name: STEPHEN B & DEBRA M WONG PTR — STEPHEN B & DEBRA M WONG PTR 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: STEPHEN B & DEBRA M WONG PTR

Form 5500-SF

FILING_RECEIVED

STEPHEN B & DEBRA M WONG PTR 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 STEPHEN B & DEBRA M WONG PTR.

Plan sponsor

Name

STEPHEN B & DEBRA M WONG PTR

EIN

95-3092894

Address

1020 N BATAVIA ST STE B · ORANGE, CA · 928675529

Phone

(714) 997-7956

Industry

All Other Professional Services· 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

2025-04-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

HANIGAN LAW GROUP PLC

HANIGAN LAW GROUP, PLC 401K PLAN

$1.2M · 6 participants

CLIMATE ADVISERS INCORPORATED

CLIMATE ADVISERS SUPPLEMENTAL RETIREMENT PLAN

$1.2M · 12 participants

COLLABORATIVE SOLUTIONS INC.

COLLABORATIVE SOLUTIONS 401(K) PLAN

$1.2M · 20 participants

RANA CREEK HABITAT RESTORATION

RANA CREEK HABITAT RESTORATION 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 43 participants

BIO-MEDICAL INSTRUMENTS, INC.

BIO-MEDICAL INSTRUMENTS, INC. 401(K) PS PLAN