PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LINDA T. WANG MD INC
Sponsor portfolio

LINDA T. WANG MD INC

EIN 95-4839630-medical practice-Latest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
7
11 OVERLOOK DRIVE - NEWPORT BEACH, CA 92657949-497-8101LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001TraditionalDB-$2.2M - 2 part#002401k-$703K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • DEFINED BENEFIT PLAN (#001)76%
  • PROFIT SHARING PLAN (#002)24%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)5
  • DEFINED BENEFIT PLAN (#001)2
Total 7Click 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

LINDA T. WANG MD INC DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LINDA T. WANG MD INC 401K PROFIT SHARING PLAN

401k

Assets$703K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LINDA T. WANG MD INC DEFINED BENEFIT PLANTraditionalDB$2.2M22024
002LINDA T. WANG MD INC 401K PROFIT SHARING PLAN401k$703K52024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica