Original filing (PDF)20250425123707NAL0008870417001

BEANCA CHU , D . D.S. , A PROFESSIONAL CORP.

Name: BEANCA CHU , D . D.S. , A PROFESSIONAL CORP. — BEANCA CHU , DDS A PROFESSIONAL CORP . 401 (K) SAFE HARBOR PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BEANCA CHU , D . D.S. , A PROFESSIONAL CORP.

Form 5500-SF

FILING_RECEIVED

BEANCA CHU , DDS A PROFESSIONAL CORP . 401 (K) SAFE HARBOR PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEANCA CHU , D . D.S. , A PROFESSIONAL CORP..

Plan sponsor

Name

BEANCA CHU , D . D.S. , A PROFESSIONAL CORP.

EIN

20-1262361

Address

PO BOX 5612 · HUNTINGTON BEACH, CA · 926155612

Phone

(714) 962-9302

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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