How big is CHEN & Morgan OBGYN Westside PLLC's plan?

CHEN & Morgan OBGYN Westside PLLC's plan reported $5.4M in assets and 12 participants for 2024.

Original filing (PDF)20250616110058NAL0001351488001

CHEN & Morgan OBGYN Westside PLLC

Name: CHEN & Morgan OBGYN Westside PLLC — CHEN & Morgan, Form 5500 (2024)
Creator: CHEN & Morgan OBGYN Westside PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CHEN & Morgan OBGYN Westside PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · CHEN & Morgan OBGYN Westside PLLC's CHEN & Morgan OBGYN Westside PLLC 401(k) Profit Sharing Plan held $5.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan identifiers

CHEN & Morgan OBGYN Westside PLLC's EIN is 74-3039276.

EIN 74-3039276

Plan number 001

Plan year 2024

ACK ID 20250616110058NAL0001351488001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CHEN & Morgan OBGYN Westside PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CHEN & Morgan OBGYN Westside PLLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHEN & MORGAN OBGYN WESTSIDE PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

CHEN & MORGAN OBGYN WESTSIDE PLLC

EIN

all filings

Address

620 COLUMBUS AVENUE, 1ST FLR, SUITE · NEW YORK, NY · 10025

Phone

(212) 580-3867

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator