How big is CHU & LIN's plan?

CHU & LIN's plan reported $648K in assets and 6 participants for 2024.

Original filing (PDF)20251012095057NAL0000391922001

CHU & LIN

Name: CHU & LIN — CHU & LIN 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: CHU & LIN
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CHU & LIN 401(k) Profit Sharing Plan

401(k) retirement plan · CHU & LIN's CHU & LIN 401(k) Profit Sharing Plan held $648K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$648K

Net assets (EOY)

$648K

People on this filing

Mary LIN signed CHU & LIN's 2024 Form 5500 as plan administrator.

Mary LIN — 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

CHU & LIN's EIN is 95-4082345.

EIN 95-4082345

Plan number 002

Plan year 2024

ACK ID 20251012095057NAL0000391922001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CHU & LIN from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CHU & LIN's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHU & LIN.

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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 average account balance (86th percentile).

Plan sponsor

Name

CHU & LIN

EIN

all filings

Address

1016 FAIR OAKS AVE. · SOUTH PASADENA, CA · 91030

Phone

(626) 799-0852

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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