# David Shi-Jei Wu, M.D., INC. 401(k) Plan
Source: https://planprovider.pro/companies/david-shi-jei-wu-m-d-inc-plan-001

> David Shi-Jei Wu, M.D., INC.'s 401(k) plan: 4 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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