How big is AMY Y. CHEN Optometry, P.C.'s plan?

AMY Y. CHEN Optometry, P.C.'s plan reported $4.3M in assets and 8 participants for 2023.

Original filing (PDF)20251006082608NAL0003361553001

AMY Y. CHEN Optometry, P.C.

Name: AMY Y. CHEN Optometry, P.C. — AMY Y. CHEN Optometry, Form 5500 (2023)
Creator: AMY Y. CHEN Optometry, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AMY Y. CHEN Optometry, P.C. Defined Benefit Pension Plan

Defined-benefit pension plan · AMY Y. CHEN Optometry, P.C.'s AMY Y. CHEN Optometry, P.C. Defined Benefit Pension Plan held $4.3M in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

AMY Y. CHEN Optometry, P.C.'s EIN is 20-1382007.

EIN 20-1382007

Plan number 001

Plan year 2023

ACK ID 20251006082608NAL0003361553001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for AMY Y. CHEN Optometry, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

AMY Y. CHEN Optometry, P.C.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score