Back to filter
Original filing (PDF)20251013155830NAL0000793555001
PHYLLIS F CHEN
Form 5500-SF
FILING_RECEIVED
MACHULE & CHEN PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHYLLIS F CHEN.
Plan sponsor
Name
PHYLLIS F CHEN
EIN
37-1441653
Address
1090 DOLORES STREET · SAN FRANCISCO, CA · 94110
Phone
(415) 586-3155
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
DAVID T. KAMER, DMD
DAVID T. KAMER, DMD 401(K) PROFIT SHARING PLAN
$2.7M · 3 participants
HORSEHOE, LLC
THE HORSESHOE 401(K) PLAN
$2.7M · 36 participants
PEACHTREE PEDIATRIC DENTISTRY, LLC
PEACHTREE PEDIATRIC DENTISTRY 401(K) PROFIT SHARING PLAN
$2.7M · 18 participants
JOSHUA M. MILLSAPS, DDS, PA
JOSHUA M. MILLSAPS, DDS, PA 401(K) PLAN
$2.7M · 33 participants
KAPLAN & LEVESQUE, P.C.
KAPLAN & LEVESQUE, P.C. 401(K) PROFIT SHARING PLAN
$2.7M · 19 participants
EAST FORK DENTAL, LLC
EAST FORK DENTAL 401(K) PLAN
$2.7M · 21 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B