Chen And Chen, Cpa'S A Prof. Corp. 401(K) Profit Sharing Plan — Form 5500 plan (Chen And Chen, Cpa'S A Prof. Corp.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Chen And Chen, Cpa'S A Prof. Corp. 401(K) Profit Sharing Plan is a benefit plan reported by Chen And Chen, Cpa'S A Prof. Corp. under EIN 95-4404838 and plan number 002. The latest loaded filing year is 2023. The filing reports 7 participants and $5,055,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chen And Chen, Cpa'S A Prof. Corp.
- EIN
- 95-4404838
- Plan number
- 002
- Plan type
- 2
- Location
- Rowland Heights, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240812180829NAL0009766945001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $5,055,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,055,253
- Net assets (BOY)
- $4,274,586
Income & contributions
- Employer contributions
- $79,715
- Participant contributions
- $72,000
- Total income / additions
- $780,667
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $780,667
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.