How big is Terence CHAN, DDS, MSD, PC's plan?

Terence CHAN, DDS, MSD, PC's plan reported $2.5M in assets and 11 participants for 2024.

Original filing (PDF)20250330073013NAL0004440129001

Terence CHAN, DDS, MSD, PC

Name: Terence CHAN, DDS, MSD, PC — Terence CHAN, DDS, MSD, Form 5500 (2024)
Creator: Terence CHAN, DDS, MSD, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Terence CHAN, DDS, MSD, PC 401(k) Profit Sharing Plan

401(k) retirement plan · Terence CHAN, DDS, MSD, PC's Terence CHAN, DDS, MSD, PC 401(k) Profit Sharing Plan held $2.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Terence CHAN, DDS, MSD, PC's EIN is 26-3496634.

EIN 26-3496634

Plan number 001

Plan year 2024

ACK ID 20250330073013NAL0004440129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Terence CHAN, DDS, MSD, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Terence CHAN, DDS, MSD, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TERENCE CHAN, DDS, MSD, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score