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  2. DANIEL Y. WANG M.D., CORPORATION
Sponsor portfolio

DANIEL Y. WANG M.D., CORPORATION

EIN 26-0739531-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
13
4049 MEZZAMONTE PL., - GILROY, CA 95020831-636-1332LinkedIn1-10 employees
Plans on this EIN
2 filings
#001TraditionalDB-$4.0M - 6 part#002ProfitSharing-$882K - 7 part

Retirement portfolio analytics

2 plans aggregated / $4.8M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • M.D., CORPORATION PENSION (#001)82%
  • RETIREMENT PLAN TRUST (#002)18%
Total $4.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN TRUST (#002)7
  • M.D., CORPORATION PENSION (#001)6
Total 13Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DANIEL Y. WANG M.D., CORPORATION PENSION PLAN

TraditionalDB

Assets$4.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

DANIEL Y. WANG M.D., CORPORATION RETIREMENT PLAN TRUST

ProfitSharing

Assets$882K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DANIEL Y. WANG M.D., CORPORATION PENSION PLANTraditionalDB$4.0M62025
002DANIEL Y. WANG M.D., CORPORATION RETIREMENT PLAN TRUSTProfitSharing$882K72025
Retirement plans
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