Civic Intelligence

Alice Yan MD Inc

Plan context: ALICE YAN MD INC CASH BALANCE PENSION PLAN

EIN 03-0597352 • Daly City, CA • 22 filings • 3 plans

1800 Sullivan Avenue Suite 405Daly City, CA 94015-0000
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,604,818

2024 Contributions

$252,004

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,604,818$1,802,409$0201320192024YearValue
$3,604,818Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420201320192024YearValue
3Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202423$3,604,818$252,004$84,001iApproximate average salary by contribution assumption: employee only about $2,100,033 at 4% or $1,400,022 at 6%; with 50% employer match about $1,400,022 at 4% or $933,348 at 6%; with 100% employer match about $1,050,017 at 4% or $700,011 at 6%.
ALICE YAN MD INC CASH BALANCE PENSION PLAN-3$2,680,717$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Alice Yan MD Inc 401K Profit Sharing Plan-3$924,101$52,004$17,335iApproximate average salary by contribution assumption: employee only about $433,367 at 4% or $288,911 at 6%; with 50% employer match about $288,911 at 4% or $192,607 at 6%; with 100% employer match about $216,683 at 4% or $144,456 at 6%.
202322$3,097,549$293,713$146,857iApproximate average salary by contribution assumption: employee only about $3,671,413 at 4% or $2,447,608 at 6%; with 50% employer match about $2,447,608 at 4% or $1,631,739 at 6%; with 100% employer match about $1,835,706 at 4% or $1,223,804 at 6%.
ALICE YAN MD INC CASH BALANCE PENSION PLAN-2$2,295,452$245,000$122,500iApproximate average salary by contribution assumption: employee only about $3,062,500 at 4% or $2,041,667 at 6%; with 50% employer match about $2,041,667 at 4% or $1,361,111 at 6%; with 100% employer match about $1,531,250 at 4% or $1,020,833 at 6%.
Alice Yan MD Inc 401K Profit Sharing Plan-2$802,097$48,713$24,357iApproximate average salary by contribution assumption: employee only about $608,913 at 4% or $405,942 at 6%; with 50% employer match about $405,942 at 4% or $270,628 at 6%; with 100% employer match about $304,456 at 4% or $202,971 at 6%.
202224$2,455,071$290,057$72,514iApproximate average salary by contribution assumption: employee only about $1,812,856 at 4% or $1,208,571 at 6%; with 50% employer match about $1,208,571 at 4% or $805,714 at 6%; with 100% employer match about $906,428 at 4% or $604,285 at 6%.
ALICE YAN MD INC CASH BALANCE PENSION PLAN-2$1,832,721$245,000$122,500iApproximate average salary by contribution assumption: employee only about $3,062,500 at 4% or $2,041,667 at 6%; with 50% employer match about $2,041,667 at 4% or $1,361,111 at 6%; with 100% employer match about $1,531,250 at 4% or $1,020,833 at 6%.
Alice Yan MD Inc 401K Profit Sharing Plan-4$622,350$45,057$11,264iApproximate average salary by contribution assumption: employee only about $281,606 at 4% or $187,738 at 6%; with 50% employer match about $187,738 at 4% or $125,158 at 6%; with 100% employer match about $140,803 at 4% or $93,869 at 6%.
202123$2,411,336$271,218$90,406iApproximate average salary by contribution assumption: employee only about $2,260,150 at 4% or $1,506,767 at 6%; with 50% employer match about $1,506,767 at 4% or $1,004,511 at 6%; with 100% employer match about $1,130,075 at 4% or $753,383 at 6%.
ALICE YAN MD INC CASH BALANCE PENSION PLAN-2$1,753,049$230,000$115,000iApproximate average salary by contribution assumption: employee only about $2,875,000 at 4% or $1,916,667 at 6%; with 50% employer match about $1,916,667 at 4% or $1,277,778 at 6%; with 100% employer match about $1,437,500 at 4% or $958,333 at 6%.
Alice Yan MD Inc 401K Profit Sharing Plan-3$658,287$41,218$13,739iApproximate average salary by contribution assumption: employee only about $343,483 at 4% or $228,989 at 6%; with 50% employer match about $228,989 at 4% or $152,659 at 6%; with 100% employer match about $171,742 at 4% or $114,494 at 6%.
202022$1,996,314$272,113$136,057iApproximate average salary by contribution assumption: employee only about $3,401,413 at 4% or $2,267,608 at 6%; with 50% employer match about $2,267,608 at 4% or $1,511,739 at 6%; with 100% employer match about $1,700,706 at 4% or $1,133,804 at 6%.
ALICE YAN MD INC CASH BALANCE PENSION PLAN-1$1,471,432$230,000$230,000iApproximate average salary by contribution assumption: employee only about $5,750,000 at 4% or $3,833,333 at 6%; with 50% employer match about $3,833,333 at 4% or $2,555,556 at 6%; with 100% employer match about $2,875,000 at 4% or $1,916,667 at 6%.
Alice Yan MD Inc 401K Profit Sharing Plan-2$524,882$42,113$21,057iApproximate average salary by contribution assumption: employee only about $526,413 at 4% or $350,942 at 6%; with 50% employer match about $350,942 at 4% or $233,961 at 6%; with 100% employer match about $263,206 at 4% or $175,471 at 6%.
201923$1,757,651$293,282$97,761iApproximate average salary by contribution assumption: employee only about $2,444,017 at 4% or $1,629,344 at 6%; with 50% employer match about $1,629,344 at 4% or $1,086,230 at 6%; with 100% employer match about $1,222,008 at 4% or $814,672 at 6%.
ALICE YAN MD INC DEFINED BENEFIT PENSION PLAN-2$1,290,136$249,322$124,661iApproximate average salary by contribution assumption: employee only about $3,116,525 at 4% or $2,077,683 at 6%; with 50% employer match about $2,077,683 at 4% or $1,385,122 at 6%; with 100% employer match about $1,558,263 at 4% or $1,038,842 at 6%.
Alice Yan MD Inc 401K Profit Sharing Plan-3$467,515$43,960$14,653iApproximate average salary by contribution assumption: employee only about $366,333 at 4% or $244,222 at 6%; with 50% employer match about $244,222 at 4% or $162,815 at 6%; with 100% employer match about $183,167 at 4% or $122,111 at 6%.
201822$1,198,173$292,512$146,256iApproximate average salary by contribution assumption: employee only about $3,656,400 at 4% or $2,437,600 at 6%; with 50% employer match about $2,437,600 at 4% or $1,625,067 at 6%; with 100% employer match about $1,828,200 at 4% or $1,218,800 at 6%.
ALICE YAN MD INC DEFINED BENEFIT PENSION PLAN-2$864,236$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Alice Yan MD Inc 401K Profit Sharing Plan-2$333,937$42,512$21,256iApproximate average salary by contribution assumption: employee only about $531,400 at 4% or $354,267 at 6%; with 50% employer match about $354,267 at 4% or $236,178 at 6%; with 100% employer match about $265,700 at 4% or $177,133 at 6%.
201721$946,620$210,200$210,200iApproximate average salary by contribution assumption: employee only about $5,255,000 at 4% or $3,503,333 at 6%; with 50% employer match about $3,503,333 at 4% or $2,335,556 at 6%; with 100% employer match about $2,627,500 at 4% or $1,751,667 at 6%.
ALICE YAN MD INC DEFINED BENEFIT PENSION PLAN-1$638,526$170,000$170,000iApproximate average salary by contribution assumption: employee only about $4,250,000 at 4% or $2,833,333 at 6%; with 50% employer match about $2,833,333 at 4% or $1,888,889 at 6%; with 100% employer match about $2,125,000 at 4% or $1,416,667 at 6%.
Alice Yan MD Inc 401K Profit Sharing Plan-1$308,094$40,200$40,200iApproximate average salary by contribution assumption: employee only about $1,005,000 at 4% or $670,000 at 6%; with 50% employer match about $670,000 at 4% or $446,667 at 6%; with 100% employer match about $502,500 at 4% or $335,000 at 6%.
201623$655,344$241,744$80,581iApproximate average salary by contribution assumption: employee only about $2,014,533 at 4% or $1,343,022 at 6%; with 50% employer match about $1,343,022 at 4% or $895,348 at 6%; with 100% employer match about $1,007,267 at 4% or $671,511 at 6%.
ALICE YAN MD INC DEFINED BENEFIT PENSION PLAN-1$416,824$200,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
Alice Yan MD Inc 401K Profit Sharing Plan-3$238,520$41,744$13,915iApproximate average salary by contribution assumption: employee only about $347,867 at 4% or $231,911 at 6%; with 50% employer match about $231,911 at 4% or $154,607 at 6%; with 100% employer match about $173,933 at 4% or $115,956 at 6%.
201523$336,679$218,220$72,740iApproximate average salary by contribution assumption: employee only about $1,818,500 at 4% or $1,212,333 at 6%; with 50% employer match about $1,212,333 at 4% or $808,222 at 6%; with 100% employer match about $909,250 at 4% or $606,167 at 6%.
ALICE YAN MD INC DEFINED BENEFIT PENSION PLAN-3$175,000$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
Alice Yan MD Inc 401K Profit Sharing Plan-3$161,679$43,220$14,407iApproximate average salary by contribution assumption: employee only about $360,167 at 4% or $240,111 at 6%; with 50% employer match about $240,111 at 4% or $160,074 at 6%; with 100% employer match about $180,083 at 4% or $120,056 at 6%.
201413$117,986$59,523$19,841iApproximate average salary by contribution assumption: employee only about $496,025 at 4% or $330,683 at 6%; with 50% employer match about $330,683 at 4% or $220,456 at 6%; with 100% employer match about $248,013 at 4% or $165,342 at 6%.
Alice Yan MD Inc 401K Profit Sharing Plan-3$117,986$59,523$19,841iApproximate average salary by contribution assumption: employee only about $496,025 at 4% or $330,683 at 6%; with 50% employer match about $330,683 at 4% or $220,456 at 6%; with 100% employer match about $248,013 at 4% or $165,342 at 6%.
201313$58,457$58,456$19,485iApproximate average salary by contribution assumption: employee only about $487,133 at 4% or $324,756 at 6%; with 50% employer match about $324,756 at 4% or $216,504 at 6%; with 100% employer match about $243,567 at 4% or $162,378 at 6%.
Alice Yan MD Inc 401K Profit Sharing Plan-3$58,457$58,456$19,485iApproximate average salary by contribution assumption: employee only about $487,133 at 4% or $324,756 at 6%; with 50% employer match about $324,756 at 4% or $216,504 at 6%; with 100% employer match about $243,567 at 4% or $162,378 at 6%.