Original filing (PDF)20251014151554NAL0006534786001

LIAN JEN, D.O., P.A.

Name: LIAN JEN, D.O., P.A. — LIAN JEN, D.O., P.A. 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: LIAN JEN, D.O., P.A.

Form 5500-SF

FILING_RECEIVED

LIAN JEN, D.O., P.A. 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIAN JEN, D.O., P.A..

Plan sponsor

Name

LIAN JEN, D.O., P.A.

EIN

59-3574791

Address

3089 TAMIAMI TRAIL, UNIT B · PORT CHARLOTTE, FL · 339528052

Phone

(941) 627-9768

Industry

Offices of Physicians· 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

2025-10-14

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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