How big is Rick CHEN, CPA, a Professional Corp.'s plan?

Rick CHEN, CPA, a Professional Corp.'s plan reported $2.4M in assets and 3 participants for 2024.

Original filing (PDF)20250709150301NAL0013257362001

Rick CHEN, CPA, a Professional Corp.

Name: Rick CHEN, CPA, a Professional Corp. — Rick CHEN, Form 5500 (2024)
Creator: Rick CHEN, CPA, a Professional Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rick CHEN, CPA, a Professional Corp. 401(k) Safe Harbor Profit Sharing Plan

401(k) retirement plan · Rick CHEN, CPA, a Professional Corp.'s Rick CHEN, CPA, a Professional Corp. 401(k) Safe Harbor Profit Sharing Plan held $2.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Rick CHEN, CPA, a Professional Corp.'s EIN is 95-4530296.

EIN 95-4530296

Plan number 002

Plan year 2024

ACK ID 20250709150301NAL0013257362001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rick CHEN, CPA, a Professional Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rick CHEN, CPA, a Professional Corp.'s plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICK CHEN, CPA, A PROFESSIONAL CORP..

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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