Original filing (PDF)20241015222420NAL0049980272001

EDWARD N. SHEN, M.D., INC.

Name: EDWARD N. SHEN, M.D., INC. — EDWARD N. SHEN, M.D., INC. PROFIT SHARING PLAN (004), Form 5500 (2023)
Creator: EDWARD N. SHEN, M.D., INC.

Form 5500-SF

FILING_RECEIVED

EDWARD N. SHEN, M.D., INC. PROFIT SHARING PLAN (004)

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$788K

Net assets (EOY)

$788K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDWARD N. SHEN, M.D., INC..

Plan sponsor

Name

EDWARD N. SHEN, M.D., INC.

EIN

99-0305021

Address

1380 LUSITANA ST STE 701 · HONOLULU, HI · 968132443

Phone

(808) 587-8200

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

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 providers

Related plans

Similar-size Offices of Physicians plans

GARY P. HARVEY, MD, PC

GARY P. HARVEY, MD, PC 401(K) PLAN

$788K · 4 participants

HANFORD ORTHOPAEDICS, INC.

HANFORD ORTHOPAEDICS, INC. 401(K) PLAN

$788K · 3 participants

CENTER FOR DIGESTIVE MEDICINE, PLLC

CENTER FOR DIGESTIVE MEDICINE, PLLC 401K PLAN

$788K · 27 participants

DERMATOLOGY CONSULTANTS, P.A.

DERMATOLOGY CONSULTANTS, P.A. RETIREMENT PLAN AND TRUST

$788K · 7 participants

GASTROENTEROLOGY AND HEPATOLOGY SPECIALISTS, INC

GASTROENTEROLOGY AND HEPATOLOGY SPECIALISTS, INC. 401(K) PLAN