Original filing (PDF)20230214151550NAL0047747152001

DR. CAROLYN WONG

Name: DR. CAROLYN WONG — DR. CAROLYN WONG PROFIT SHARING PLAN, Form 5500 (2022)
Creator: DR. CAROLYN WONG

Form 5500-SF

FILING_RECEIVED

DR. CAROLYN WONG PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 DR. CAROLYN WONG.

Plan sponsor

Name

DR. CAROLYN WONG

EIN

95-4138216

Address

11540 SANTA MONICA BLVD., SUITE 202 · LOS ANGELES, CA · 90025

Phone

(310) 473-5464

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-01-31

Filed

2023-02-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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