Original filing (PDF)20250527121844NAL0004022755001

CHEN YOSHIMURA LLP

Name: CHEN YOSHIMURA LLP — CHEN YOSHIMURA LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CHEN YOSHIMURA LLP

Form 5500-SF

FILING_RECEIVED

CHEN YOSHIMURA LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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 CHEN YOSHIMURA LLP.

Plan sponsor

Name

CHEN YOSHIMURA LLP

EIN

20-2899998

Address

5201 GREAT AMERICA PARKWAY · STE320 · SANTA CLARA, CA · 95054

Phone

(408) 338-8603

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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