Original filing (PDF)20251011132828NAL0008546945001

GARY CHEN M.D., INC.

Name: GARY CHEN M.D., INC. — GARY CHEN M.D. INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: GARY CHEN M.D., INC.

Form 5500-SF

FILING_RECEIVED

GARY CHEN M.D. INC. RETIREMENT 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 GARY CHEN M.D., INC..

Plan sponsor

Name

GARY CHEN M.D., INC.

EIN

20-3031724

Address

P.O. BOX 3365 · CERRITOS, CA · 90703

Phone

(562) 547-6559

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

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

Related plans

Similar-size Offices of Physicians plans

WHITE ROCK INTERNAL MEDICINE

WHITE ROCK INTERNAL MEDICINE PROFIT SHARING PLAN

$4.3M

DANA K. YUEN, M.D., DBA AGAPE EYE ASSOCIATES

DANA K. YUEN, M.D., DBA AGAPE EYE ASSO. 401(K) SAFE HARBOR PROFIT SHARING PLAN

$4.3M · 8 participants

BLUE RIDGE PAIN MANAGEMENT ASSOCIATES, P.C.

BLUE RIDGE PAIN MANAGEMENT ASSOCIATES, P.C. 401(K) AND PROFIT SHARING PLAN TRUST

$4.3M · 27 participants

COOPER FAMILY MEDICAL PLLC

COOPER FAMILY MEDICAL PLLC 401(K) PLAN

$4.3M · 41 participants