Original filing (PDF)20250729145111NAL0003500929001

LAM S. CHU, DDS, PA

Name: LAM S. CHU, DDS, PA — LAM S. CHU, DDS, PA 401(K) PLAN, Form 5500 (2024)
Creator: LAM S. CHU, DDS, PA

Form 5500-SF

FILING_RECEIVED

LAM S. CHU, DDS, PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 LAM S. CHU, DDS, PA.

Plan sponsor

Name

LAM S. CHU, DDS, PA

EIN

20-3881363

Address

PO BOX 187 · JONESVILLE, NC · 28642

Phone

(336) 835-7500

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

2025-07-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

SMILE AGAIN FAMILY AND COSMETIC DENTISTRY, LLC

SMILE AGAIN FAMILY AND COSMETIC DENTISTRY, LLC DEFINED BENEFIT PLAN

$2.3M · 6 participants

JON ERIC STEFFENSEN, D.D.S., INC.

JON ERIC STEFFENSEN, D.D.S., INC. 401(K) PROFIT SHARING PLAN

$2.3M · 5 participants

ABC123 PEDIATRIC DENTISTRY, P.A.

ABC123 PEDIATRIC DENTISTRY RETIREMENT PLAN & TRUST

$2.3M · 13 participants

FALMOUTH PEDIATRIC DENTISTRY, PC

FALMOUTH PEDIATRIC DENTISTRY, PC PROFIT SHARING PLAN

$2.3M · 16 participants