Current Snapshot
Latest Year
2003
2003 Participants
22
2003 Assets
$900,380
2003 Contributions
$61,903
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $61,903 | - |
| Joyce Chen Retirement Trust | - | 0 | - | $61,903 | - |
| 2002 | 1 | 22 | $900,380 | $167,833 | $7,629iApproximate average salary by contribution assumption: employee only about $190,719 at 4% or $127,146 at 6%; with 50% employer match about $127,146 at 4% or $84,764 at 6%; with 100% employer match about $95,360 at 4% or $63,573 at 6%. |
| Joyce Chen Retirement Trust | - | 22 | $900,380 | $167,833 | $7,629iApproximate average salary by contribution assumption: employee only about $190,719 at 4% or $127,146 at 6%; with 50% employer match about $127,146 at 4% or $84,764 at 6%; with 100% employer match about $95,360 at 4% or $63,573 at 6%. |
| 2001 | 1 | 18 | $910,300 | $57,398 | $3,189iApproximate average salary by contribution assumption: employee only about $79,719 at 4% or $53,146 at 6%; with 50% employer match about $53,146 at 4% or $35,431 at 6%; with 100% employer match about $39,860 at 4% or $26,573 at 6%. |
| Joyce Chen Retirement Trust | - | 18 | $910,300 | $57,398 | $3,189iApproximate average salary by contribution assumption: employee only about $79,719 at 4% or $53,146 at 6%; with 50% employer match about $53,146 at 4% or $35,431 at 6%; with 100% employer match about $39,860 at 4% or $26,573 at 6%. |
| 2000 | 1 | 20 | $878,750 | $5,497 | $275iApproximate average salary by contribution assumption: employee only about $6,871 at 4% or $4,581 at 6%; with 50% employer match about $4,581 at 4% or $3,054 at 6%; with 100% employer match about $3,436 at 4% or $2,290 at 6%. |
| Joyce Chen Retirement Trust | - | 20 | $878,750 | $5,497 | $275iApproximate average salary by contribution assumption: employee only about $6,871 at 4% or $4,581 at 6%; with 50% employer match about $4,581 at 4% or $3,054 at 6%; with 100% employer match about $3,436 at 4% or $2,290 at 6%. |
| 1999 | 1 | 24 | $927,648 | $198,178 | $8,257iApproximate average salary by contribution assumption: employee only about $206,435 at 4% or $137,624 at 6%; with 50% employer match about $137,624 at 4% or $91,749 at 6%; with 100% employer match about $103,218 at 4% or $68,812 at 6%. |
| Joyce Chen Retirement Trust | - | 24 | $927,648 | $198,178 | $8,257iApproximate average salary by contribution assumption: employee only about $206,435 at 4% or $137,624 at 6%; with 50% employer match about $137,624 at 4% or $91,749 at 6%; with 100% employer match about $103,218 at 4% or $68,812 at 6%. |