Original filing (PDF)20251006082608NAL0003361553001

AMY Y. CHEN OPTOMETRY, P.C.

Name: AMY Y. CHEN OPTOMETRY, P.C. — AMY Y. CHEN OPTOMETRY, P.C. DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: AMY Y. CHEN OPTOMETRY, P.C.

Form 5500-SF

FILING_RECEIVED

AMY Y. CHEN OPTOMETRY, P.C. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 AMY Y. CHEN OPTOMETRY, P.C..

Plan sponsor

Name

AMY Y. CHEN OPTOMETRY, P.C.

EIN

20-1382007

Address

140-20 SANFORD AVE. SUITE 1C · FLUSHING, NY · 11355

Phone

(718) 762-3838

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-31

Tax period

2024-12-30

Filed

2025-10-06

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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