How big is Charlie CHEN DDS PC's plan?

Charlie CHEN DDS PC's plan reported $731K in assets and 7 participants for 2024.

Original filing (PDF)20251014024457NAL0002970912001

Charlie CHEN DDS PC

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

Form 5500-SF

FILING_RECEIVED

Charlie CHEN DDS PC Cash Balance Plan

Defined-benefit pension plan · Charlie CHEN DDS PC's Charlie CHEN DDS PC Cash Balance Plan held $731K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$731K

Net assets (EOY)

$731K

Plan identifiers

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

EIN 27-4672332

Plan number 002

Plan year 2024

ACK ID 20251014024457NAL0002970912001

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 a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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