· 2022–2024 · DOL EFAST2

ELIZABETH A. CHEN, DDS, PC — ELIZABETH A. CHEN, DDS, PC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20260120161220NAL0003100595001

ELIZABETH A. CHEN, DDS, PC

Form 5500-SF

FILING_RECEIVED

ELIZABETH A. CHEN, DDS, PC 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 2.1 moHigh average account balance

Active participants

11

Accounts w/ balance

3

Plan assets (EOY)

$466K

Net assets (EOY)

$466K

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

92

Total plan cost

n/a

Plan health

63

Vendor & structure

100

Knocking points off

Filed 2.1 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ELIZABETH A. CHEN, DDS, PC

EIN

47-4494518all filings

Address

20660 WESTHEIMER PKWY, SUITE A · KATY, TX · 77450

Phone

(281) 579-8700

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

2026-01-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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