Original filing (PDF)20250914131506NAL0000239795001

LISA CHAN, MD, PA

Name: LISA CHAN, MD, PA — LISA CHAN MD P A TRUSTEED MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: LISA CHAN, MD, PA

Form 5500-SF

FILING_RECEIVED

LISA CHAN MD P A TRUSTEED MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 LISA CHAN, MD, PA.

Plan sponsor

Name

LISA CHAN, MD, PA

EIN

76-0581270

Address

19203 N FRIO RIVER CIRCLE · CYPRESS, TX · 774330027

Phone

(832) 567-9078

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

2025-09-14

Pension benefit codes

2C · Money purchase (other than target benefit)

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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