Plan Snapshot
- Plan Sponsor: David Shi-Jei Wu, M.D., INC.
- Sponsor EIN: 954711303
- Sponsor Address: 876 GOLDEN PARK AVE, SAN DIEGO, CA, 92106
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 4 | $5.7M | $192,000 | $106,750 |
| 2024 | 4 | $5.2M | $207,000 | $91,500 |
| 2023 | 6 | $4.2M | $45,737 | $90,000 |
| 2022 | 6 | $3.0M | $80,100 | $149,000 |