How big is Stephanie C CHEN, D.D.S., M.S., P.A.'s plan?

Stephanie C CHEN, D.D.S., M.S., P.A.'s plan reported $4.3M in assets and 7 participants for 2024.

Original filing (PDF)20250723205414NAL0006008704001

Stephanie C CHEN, D.D.S., M.S., P.A.

Name: Stephanie C CHEN, D.D.S., M.S., P.A. — Stephanie C., Form 5500 (2024)
Creator: Stephanie C CHEN, D.D.S., M.S., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephanie C. CHEN, D.D.S., M.S., P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Stephanie C CHEN, D.D.S., M.S., P.A.'s Stephanie C. CHEN, D.D.S., M.S., P.A. 401(k) Profit Sharing Plan held $4.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Stephanie C CHEN, D.D.S., M.S., P.A.'s EIN is 56-2165370.

EIN 56-2165370

Plan number 001

Plan year 2024

ACK ID 20250723205414NAL0006008704001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephanie C CHEN, D.D.S., M.S., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephanie C CHEN, D.D.S., M.S., P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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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