· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SZE-WAI NG, M.D., A PROFESSIONAL CORP. — SZE-WAI NG, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250719191435NAL0003220593001
SZE-WAI NG, M.D., A PROFESSIONAL CORP.
Form 5500-SF
FILING_RECEIVED
SZE-WAI NG, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SZE-WAI NG, M.D., A PROFESSIONAL CORP.
.
Find decision makers
Plan sponsor
Name
SZE-WAI NG, M.D., A PROFESSIONAL CORP.
EIN
95-4652283
Address
500 N. GARFIELD AVE., STE. 109 · MONTEREY PARK, CA · 91754
Phone
(626) 288-3288
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
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
2025-07-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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
BEND OPHTHALMOLOGY, LLC
BEND OPHTHALMOLOGY, LLC 401K PROFIT SHARING PLAN
$3.7M · 18 participants
JAE Y. LIM, M.D., P.C.
JAE Y. LIM, M.D., P.C., PROFIT SHARING PLAN
$3.7M · 6 participants
CARDIOVASCULAR ASSOCIATES, P.C.
CARDIOVASCULAR ASSOCIATES, P.C. 401(K) SAVINGS AND PROFIT SHARING PLAN
$3.7M · 10 participants
WESTERN KENTUCKY GASTROENTEROLOGY ASSOCIATES, LLC
WESTERN KENTUCKY GASTROENTEROLOGY ASSOCIATES, LLC 401(K) PLAN
$3.7M · 5 participants
TENNESSEE PHYSICIANS ALLIANCE, P.C. DBA CUMBERLAND FAMILY PRACTICE
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
TENNESSEE PHYSICIANS ALLIANCE, P.C. DBA CUMBERLAND FAMILY PRACTICE 401(K) PLAN
$3.7M · 17 participants
MEDICINE PEDIATRICS INFECTIOUS DISEASE, INC.
MEDICINE-PEDIATRICS INFECTIOUS DISEASE, INC. RETIREMENT PLAN
$3.7M · 8 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B