How big is Julie Edith CHEN, O.D., Professional Corporation's plan?

Julie Edith CHEN, O.D., Professional Corporation's plan reported $196K in assets and 2 participants for 2024.

Original filing (PDF)20251010170957NAL0004817155001

Julie Edith CHEN, O.D., Professional Corporation

Name: Julie Edith CHEN, O.D., Professional Corporation — Form 5500 Plan 002 (2024)
Creator: Julie Edith CHEN, O.D., Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concourse Optometry Cash Balance Plan

Defined-benefit pension plan · Julie Edith CHEN, O.D., Professional Corporation's Concourse Optometry Cash Balance Plan held $196K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$196K

Net assets (EOY)

$196K

Plan identifiers

Julie Edith CHEN, O.D., Professional Corporation's EIN is 45-3570896.

EIN 45-3570896

Plan number 002

Plan year 2024

ACK ID 20251010170957NAL0004817155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Julie Edith CHEN, O.D., Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Julie Edith CHEN, O.D., Professional Corporation'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 JULIE EDITH CHEN, O.D., PROFESSIONAL CORPORATION.

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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 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