How big is Charlie CHEN DDS PC's plan?

Charlie CHEN DDS PC's plan reported $128K in assets and 7 participants for 2024.

Original filing (PDF)20251014024253NAL0002014577001

Charlie CHEN DDS PC

Name: Charlie CHEN DDS PC — Charlie CHEN DDS PC 401(k), Form 5500 (2024)
Creator: Charlie CHEN DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlie CHEN DDS PC 401(k) Profit Sharing Plan

401(k) retirement plan · Charlie CHEN DDS PC's Charlie CHEN DDS PC 401(k) Profit Sharing Plan held $128K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$128K

Net assets (EOY)

$128K

Plan identifiers

Charlie CHEN DDS PC's EIN is 27-4672332.

EIN 27-4672332

Plan number 001

Plan year 2024

ACK ID 20251014024253NAL0002014577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charlie CHEN DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charlie CHEN DDS 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 CHARLIE CHEN DDS 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