How big is JOAN CHAN, DDS, Inc.'s plan?

JOAN CHAN, DDS, Inc.'s plan reported $230K in assets and 3 participants for 2024.

Original filing (PDF)20250717120826NAL0000248305001

JOAN CHAN, DDS, Inc.

Name: JOAN CHAN, DDS, Inc. — CHAN, DDS, Inc. Retirement, Form 5500 (2024)
Creator: JOAN CHAN, DDS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CHAN, DDS, Inc. Retirement Plan

401(k) retirement plan · JOAN CHAN, DDS, Inc.'s CHAN, DDS, Inc. Retirement Plan held $230K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

Plan identifiers

JOAN CHAN, DDS, Inc.'s EIN is 82-2624092.

EIN 82-2624092

Plan number 001

Plan year 2024

ACK ID 20250717120826NAL0000248305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JOAN CHAN, DDS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JOAN CHAN, DDS, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOAN CHAN, DDS, INC..

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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