Original filing (PDF)20250829172026NAL0011480273001

LULU CHEN, M.D., INC.

Name: LULU CHEN, M.D., INC. — LULU CHEN, M.D., INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LULU CHEN, M.D., INC.

Form 5500-SF

FILING_RECEIVED

LULU CHEN, M.D., INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

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..

Plan sponsor

Name

LULU CHEN, M.D., INC.

EIN

26-1261185all filings

Address

7143 SEVILLE AVE · HUNTINGTON PARK, CA · 90255

Phone

(310) 436-0202

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

PINNACLE PLAN DESIGN, LLC

EIN

20-3970947

City

TUCSON, AZ

Phone

(520) 618-1305

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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