Original filing (PDF)20230919125645NAL0000318627001

TSUNG-CHANG TONY CHEN, M.D.

Name: TSUNG-CHANG TONY CHEN, M.D. — TSUNG-CHANG TONY CHEN, M.D. RETIREMENT PLAN, Form 5500 (2022)
Creator: TSUNG-CHANG TONY CHEN, M.D.

Form 5500-SF

FILING_RECEIVED

TSUNG-CHANG TONY CHEN, M.D. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 TSUNG-CHANG TONY CHEN, M.D..

Plan sponsor

Name

TSUNG-CHANG TONY CHEN, M.D.

EIN

77-0424330

Address

20335 FRANKLIN AVE · SARATOGA, CA · 95070

Phone

(408) 257-8860

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-19

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

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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