How many benefit plans does Chen And Chen, Cpa'S A Prof. Corp. report on Form 5500?

Chen And Chen, Cpa'S A Prof. Corp. (EIN 95-4404838) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Chen And Chen, Cpa'S A Prof. Corp.?

The Employer Identification Number (EIN) reported for Chen And Chen, Cpa'S A Prof. Corp. is 95-4404838.

What is the latest Form 5500 filing year for Chen And Chen, Cpa'S A Prof. Corp.?

The latest loaded Form 5500 filing year for Chen And Chen, Cpa'S A Prof. Corp. is 2023.

Chen And Chen, Cpa'S A Prof. Corp. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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. (EIN 95-4404838) is a plan sponsor located in Rowland Heights, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 95-4404838
Location: Rowland Heights, CA
Loaded plans: 1
Latest filing year: 2023

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.1MSummed across loaded plans$5,055,253

Total reported assets$5.1M$5,055,253

Total reported participants7

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.1M total assets

Net assets$5.1MLiabilities$0

Contributions & income

Employer contributions$79.7K

Participant contributions$72K

Total income / additions$780.7K

Expenses & distributions

Benefits paid / distributions$0

Total expenses$0

Net increase / (decrease)$780.7K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Chen And Chen, Cpa'S A Prof. Corp. 401(K) Profit Sharing Plan

Participants per plan7Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Chen And Chen, Cpa'S A Prof. Corp. 401(K) Profit Sharing Plan$5.1M
Plan #002 · 7 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Chen And Chen, Cpa'S A Prof. Corp.
Year	Plan	Participants	Schedules	Filing
2023	Chen And Chen, Cpa'S A Prof. Corp. 401(K) Profit Sharing Plan	7	I	20240812180829NAL0009766945001