How big is LULU CHEN, M.D., Inc.'s plan?

LULU CHEN, M.D., Inc.'s plan reported $761K in assets and 9 participants for 2024.

Original filing (PDF)20250829172026NAL0011480273001

LULU CHEN, M.D., Inc.

Name: LULU CHEN, M.D., Inc. — LULU CHEN, M.D., Inc. Profit, Form 5500 (2024)
Creator: LULU CHEN, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LULU CHEN, M.D., Inc. Profit Sharing Plan

Defined-contribution retirement plan · LULU CHEN, M.D., Inc.'s LULU CHEN, M.D., Inc. Profit Sharing Plan held $761K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

People on this filing

Michael Leiterman signed LULU CHEN, M.D., Inc.'s 2024 Form 5500 as plan administrator.

Michael Leiterman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LULU CHEN, M.D., Inc.'s EIN is 26-1261185.

EIN 26-1261185

Plan number 002

Plan year 2024

ACK ID 20250829172026NAL0011480273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LULU CHEN, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LULU CHEN, M.D., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LULU CHEN, M.D., INC..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score