How big is Charlie CHEN, M.D.'s plan?

Charlie CHEN, M.D.'s plan reported $153K in assets and 16 participants for 2024.

Original filing (PDF)20250724182728NAL0014737394001

Charlie CHEN, M.D.

Name: Charlie CHEN, M.D. — Charlie CHEN, M.D. 401(k) Plan, Form 5500 (2024)
Creator: Charlie CHEN, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlie CHEN, M.D. 401(k) Plan

401(k) retirement plan · Charlie CHEN, M.D.'s Charlie CHEN, M.D. 401(k) Plan held $153K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$153K

Net assets (EOY)

$153K

People on this filing

Charlie CHEN signed Charlie CHEN, M.D.'s 2024 Form 5500 as plan administrator.

Charlie CHEN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Charlie CHEN, M.D.'s EIN is 83-4434341.

EIN 83-4434341

Plan number 001

Plan year 2024

ACK ID 20250724182728NAL0014737394001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charlie CHEN, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charlie CHEN, M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 CHARLIE CHEN, M.D..

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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

Knocking points off