Civic Intelligence

James Chan, MD

Plan context: James Chan, MD Defined Benefit Pension Plan

EIN 06-1346306 • Calabasas, CA • 16 filings • 3 plans

3501 Lido Ct.Calabasas, CA 91302
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$1,538,475

2020 Contributions

$255,000

Historical Graphs

Total Assets Over Time

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

$2,259,325$1,129,663$0200820142020YearValue
$1,538,475Latest year 2020

Participants Over Time

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

1370200720142020YearValue
1Latest year 2020

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
202011$1,538,475$0-
James Chan, MD Defined Benefit Pension Plan-1$1,538,475$0-
201912$1,515,840$255,000$127,500iApproximate average salary by contribution assumption: employee only about $3,187,500 at 4% or $2,125,000 at 6%; with 50% employer match about $2,125,000 at 4% or $1,416,667 at 6%; with 100% employer match about $1,593,750 at 4% or $1,062,500 at 6%.
James Chan, MD Defined Benefit Pension Plan-2$1,515,840$255,000$127,500iApproximate average salary by contribution assumption: employee only about $3,187,500 at 4% or $2,125,000 at 6%; with 50% employer match about $2,125,000 at 4% or $1,416,667 at 6%; with 100% employer match about $1,593,750 at 4% or $1,062,500 at 6%.
201812$1,215,986$440,000$220,000iApproximate average salary by contribution assumption: employee only about $5,500,000 at 4% or $3,666,667 at 6%; with 50% employer match about $3,666,667 at 4% or $2,444,444 at 6%; with 100% employer match about $2,750,000 at 4% or $1,833,333 at 6%.
James Chan, MD Defined Benefit Pension Plan-2$1,215,986$440,000$220,000iApproximate average salary by contribution assumption: employee only about $5,500,000 at 4% or $3,666,667 at 6%; with 50% employer match about $3,666,667 at 4% or $2,444,444 at 6%; with 100% employer match about $2,750,000 at 4% or $1,833,333 at 6%.
201712$768,036$255,000$127,500iApproximate average salary by contribution assumption: employee only about $3,187,500 at 4% or $2,125,000 at 6%; with 50% employer match about $2,125,000 at 4% or $1,416,667 at 6%; with 100% employer match about $1,593,750 at 4% or $1,062,500 at 6%.
James Chan, MD Defined Benefit Pension Plan-2$768,036$255,000$127,500iApproximate average salary by contribution assumption: employee only about $3,187,500 at 4% or $2,125,000 at 6%; with 50% employer match about $2,125,000 at 4% or $1,416,667 at 6%; with 100% employer match about $1,593,750 at 4% or $1,062,500 at 6%.
201622$510,101$255,000$127,500iApproximate average salary by contribution assumption: employee only about $3,187,500 at 4% or $2,125,000 at 6%; with 50% employer match about $2,125,000 at 4% or $1,416,667 at 6%; with 100% employer match about $1,593,750 at 4% or $1,062,500 at 6%.
James Chan, MD Defined Benefit Pension Plan-2$510,101$255,000$127,500iApproximate average salary by contribution assumption: employee only about $3,187,500 at 4% or $2,125,000 at 6%; with 50% employer match about $2,125,000 at 4% or $1,416,667 at 6%; with 100% employer match about $1,593,750 at 4% or $1,062,500 at 6%.
JAMES CHAN, MD PROFIT SHARING PLAN-0$0$0-
201523$2,259,325$255,000$85,000iApproximate average salary by contribution assumption: employee only about $2,125,000 at 4% or $1,416,667 at 6%; with 50% employer match about $1,416,667 at 4% or $944,444 at 6%; with 100% employer match about $1,062,500 at 4% or $708,333 at 6%.
JAMES CHAN, MD PROFIT SHARING PLAN-3$2,004,325$0-
James Chan, MD Defined Benefit Pension Plan-2$255,000$255,000$127,500iApproximate average salary by contribution assumption: employee only about $3,187,500 at 4% or $2,125,000 at 6%; with 50% employer match about $2,125,000 at 4% or $1,416,667 at 6%; with 100% employer match about $1,593,750 at 4% or $1,062,500 at 6%.
201413$2,004,773$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
JAMES CHAN, MD PROFIT SHARING PLAN-3$2,004,773$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
201315$1,824,684$51,000$10,200iApproximate average salary by contribution assumption: employee only about $255,000 at 4% or $170,000 at 6%; with 50% employer match about $170,000 at 4% or $113,333 at 6%; with 100% employer match about $127,500 at 4% or $85,000 at 6%.
JAMES CHAN, MD PROFIT SHARING PLAN-5$1,824,684$51,000$10,200iApproximate average salary by contribution assumption: employee only about $255,000 at 4% or $170,000 at 6%; with 50% employer match about $170,000 at 4% or $113,333 at 6%; with 100% employer match about $127,500 at 4% or $85,000 at 6%.
201215$1,421,556$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
JAMES CHAN, MD PROFIT SHARING PLAN-5$1,421,556$50,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201115$1,695,089$49,000$9,800iApproximate average salary by contribution assumption: employee only about $245,000 at 4% or $163,333 at 6%; with 50% employer match about $163,333 at 4% or $108,889 at 6%; with 100% employer match about $122,500 at 4% or $81,667 at 6%.
JAMES CHAN, MD PROFIT SHARING PLAN-5$1,695,089$49,000$9,800iApproximate average salary by contribution assumption: employee only about $245,000 at 4% or $163,333 at 6%; with 50% employer match about $163,333 at 4% or $108,889 at 6%; with 100% employer match about $122,500 at 4% or $81,667 at 6%.
2010112$1,663,594$49,000$4,083iApproximate average salary by contribution assumption: employee only about $102,083 at 4% or $68,056 at 6%; with 50% employer match about $68,056 at 4% or $45,370 at 6%; with 100% employer match about $51,042 at 4% or $34,028 at 6%.
JAMES CHAN, MD PROFIT SHARING PLAN-12$1,663,594$49,000$4,083iApproximate average salary by contribution assumption: employee only about $102,083 at 4% or $68,056 at 6%; with 50% employer match about $68,056 at 4% or $45,370 at 6%; with 100% employer match about $51,042 at 4% or $34,028 at 6%.
2009113$1,428,732$49,000$3,769iApproximate average salary by contribution assumption: employee only about $94,231 at 4% or $62,821 at 6%; with 50% employer match about $62,821 at 4% or $41,880 at 6%; with 100% employer match about $47,115 at 4% or $31,410 at 6%.
JAMES CHAN, MD PROFIT SHARING PLAN-13$1,428,732$49,000$3,769iApproximate average salary by contribution assumption: employee only about $94,231 at 4% or $62,821 at 6%; with 50% employer match about $62,821 at 4% or $41,880 at 6%; with 100% employer match about $47,115 at 4% or $31,410 at 6%.
200814$1,166,126$46,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
JAMES CHAN, M.D., PROFIT SHARING PLAN-4$1,166,126$46,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
200714$0$0-
JAMES CHAN, M.D., PROFIT SHARING PLAN-4---