How big is Kathleen CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC's plan?

Kathleen CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC's plan reported $789K in assets and 5 participants for 2024.

Original filing (PDF)20250513110204NAL0040451938001

Kathleen CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC

Name: Kathleen CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC — Form 5500 Plan 002 (2024)
Creator: Kathleen CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kathleen CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC Cash Balance Pension Plan

Defined-benefit pension plan · Kathleen CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC's Kathleen CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC Cash Balance Pension Plan held $789K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$789K

Net assets (EOY)

$789K

Plan identifiers

Kathleen CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC's EIN is 26-0529470.

EIN 26-0529470

Plan number 002

Plan year 2024

ACK ID 20250513110204NAL0040451938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kathleen CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kathleen CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATHLEEN CHAN DDS, MMSC & IVY CHEN DDS, MMSC, PC.

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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