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Original filing (PDF)20250313182709NAL0035554864001
DAVID C.P. CHEN, M.D., INC.
Form 5500-SF
FILING_RECEIVED
DAVID C.P. CHEN, M.D., INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
97
Accounts w/ balance
60
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID C.P. CHEN, M.D., INC..
Plan sponsor
Name
DAVID C.P. CHEN, M.D., INC.
EIN
95-4136855
Address
1129 S. SAN GABRIEL BLVD., · SAN GABRIEL, CA · 91776
Phone
(626) 287-6746
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 providersRelated plans
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