Original filing (PDF)20251128172005NAL0010758800001

DAVID C. S. CHONG

Name: DAVID C. S. CHONG — DAVID C. S. CHONG PROFIT SHARING TRUST, Form 5500 (2024)
Creator: DAVID C. S. CHONG

Form 5500-SF

FILING_RECEIVED

DAVID C. S. CHONG PROFIT SHARING TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID C. S. CHONG.

Plan sponsor

Name

DAVID C. S. CHONG

EIN

59-2939205all filings

Address

1230 LAKE WILLISARA CIRCLE · ORLANDO, FL · 32806

Phone

(407) 736-9700

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-10-31

Filed

2025-11-28

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

Welfare benefit codes

4B · Life insurance

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 providers

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