Civic Intelligence

Isu - Cheung & Associates Inc.

Plan context: Cheung & Associates Inc. 401(K) Plan

EIN 11-3807539 • San Jose, CA • 13 filings • 1 plans

1879 Lundy Ave Suite 222San Jose, CA 95131
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,464,676

2024 Contributions

$92,081

Historical Graphs

Total Assets Over Time

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

$1,464,676$732,338$0201220182024YearValue
$1,464,676Latest year 2024

Participants Over Time

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

950201220182024YearValue
9Latest 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
202419$1,464,676$92,081$10,231iApproximate average salary by contribution assumption: employee only about $255,781 at 4% or $170,520 at 6%; with 50% employer match about $170,520 at 4% or $113,680 at 6%; with 100% employer match about $127,890 at 4% or $85,260 at 6%.
Cheung & Associates Inc. 401(K) Plan-9$1,464,676$92,081$10,231iApproximate average salary by contribution assumption: employee only about $255,781 at 4% or $170,520 at 6%; with 50% employer match about $170,520 at 4% or $113,680 at 6%; with 100% employer match about $127,890 at 4% or $85,260 at 6%.
202319$1,262,371$101,826$11,314iApproximate average salary by contribution assumption: employee only about $282,850 at 4% or $188,567 at 6%; with 50% employer match about $188,567 at 4% or $125,711 at 6%; with 100% employer match about $141,425 at 4% or $94,283 at 6%.
Cheung & Associates Inc. 401(K) Plan-9$1,262,371$101,826$11,314iApproximate average salary by contribution assumption: employee only about $282,850 at 4% or $188,567 at 6%; with 50% employer match about $188,567 at 4% or $125,711 at 6%; with 100% employer match about $141,425 at 4% or $94,283 at 6%.
202219$1,051,613$68,426$7,603iApproximate average salary by contribution assumption: employee only about $190,072 at 4% or $126,715 at 6%; with 50% employer match about $126,715 at 4% or $84,477 at 6%; with 100% employer match about $95,036 at 4% or $63,357 at 6%.
Cheung & Associates Inc. 401(K) Plan-9$1,051,613$68,426$7,603iApproximate average salary by contribution assumption: employee only about $190,072 at 4% or $126,715 at 6%; with 50% employer match about $126,715 at 4% or $84,477 at 6%; with 100% employer match about $95,036 at 4% or $63,357 at 6%.
202119$1,066,829$95,568$10,619iApproximate average salary by contribution assumption: employee only about $265,467 at 4% or $176,978 at 6%; with 50% employer match about $176,978 at 4% or $117,985 at 6%; with 100% employer match about $132,733 at 4% or $88,489 at 6%.
Cheung & Associates Inc. 401(K) Plan-9$1,066,829$95,568$10,619iApproximate average salary by contribution assumption: employee only about $265,467 at 4% or $176,978 at 6%; with 50% employer match about $176,978 at 4% or $117,985 at 6%; with 100% employer match about $132,733 at 4% or $88,489 at 6%.
202019$888,312$85,698$9,522iApproximate average salary by contribution assumption: employee only about $238,050 at 4% or $158,700 at 6%; with 50% employer match about $158,700 at 4% or $105,800 at 6%; with 100% employer match about $119,025 at 4% or $79,350 at 6%.
Cheung & Associates Inc. 401(K) Plan-9$888,312$85,698$9,522iApproximate average salary by contribution assumption: employee only about $238,050 at 4% or $158,700 at 6%; with 50% employer match about $158,700 at 4% or $105,800 at 6%; with 100% employer match about $119,025 at 4% or $79,350 at 6%.
201918$682,715$77,770$9,721iApproximate average salary by contribution assumption: employee only about $243,031 at 4% or $162,021 at 6%; with 50% employer match about $162,021 at 4% or $108,014 at 6%; with 100% employer match about $121,516 at 4% or $81,010 at 6%.
Cheung & Associates Inc. 401(K) Plan-8$682,715$77,770$9,721iApproximate average salary by contribution assumption: employee only about $243,031 at 4% or $162,021 at 6%; with 50% employer match about $162,021 at 4% or $108,014 at 6%; with 100% employer match about $121,516 at 4% or $81,010 at 6%.
201818$505,503$81,354$10,169iApproximate average salary by contribution assumption: employee only about $254,231 at 4% or $169,488 at 6%; with 50% employer match about $169,488 at 4% or $112,992 at 6%; with 100% employer match about $127,116 at 4% or $84,744 at 6%.
Cheung & Associates Inc. 401(K) Plan-8$505,503$81,354$10,169iApproximate average salary by contribution assumption: employee only about $254,231 at 4% or $169,488 at 6%; with 50% employer match about $169,488 at 4% or $112,992 at 6%; with 100% employer match about $127,116 at 4% or $84,744 at 6%.
201717$444,782$87,803$12,543iApproximate average salary by contribution assumption: employee only about $313,582 at 4% or $209,055 at 6%; with 50% employer match about $209,055 at 4% or $139,370 at 6%; with 100% employer match about $156,791 at 4% or $104,527 at 6%.
Cheung & Associates Inc. 401(K) Plan-7$444,782$87,803$12,543iApproximate average salary by contribution assumption: employee only about $313,582 at 4% or $209,055 at 6%; with 50% employer match about $209,055 at 4% or $139,370 at 6%; with 100% employer match about $156,791 at 4% or $104,527 at 6%.
201617$317,106$79,051$11,293iApproximate average salary by contribution assumption: employee only about $282,325 at 4% or $188,217 at 6%; with 50% employer match about $188,217 at 4% or $125,478 at 6%; with 100% employer match about $141,163 at 4% or $94,108 at 6%.
Cheung & Associates Inc. 401(K) Plan-7$317,106$79,051$11,293iApproximate average salary by contribution assumption: employee only about $282,325 at 4% or $188,217 at 6%; with 50% employer match about $188,217 at 4% or $125,478 at 6%; with 100% employer match about $141,163 at 4% or $94,108 at 6%.
201515$224,311$69,969$13,994iApproximate average salary by contribution assumption: employee only about $349,845 at 4% or $233,230 at 6%; with 50% employer match about $233,230 at 4% or $155,487 at 6%; with 100% employer match about $174,923 at 4% or $116,615 at 6%.
Cheung & Associates Inc. 401(K) Plan-5$224,311$69,969$13,994iApproximate average salary by contribution assumption: employee only about $349,845 at 4% or $233,230 at 6%; with 50% employer match about $233,230 at 4% or $155,487 at 6%; with 100% employer match about $174,923 at 4% or $116,615 at 6%.
201413$158,152$59,663$19,888iApproximate average salary by contribution assumption: employee only about $497,192 at 4% or $331,461 at 6%; with 50% employer match about $331,461 at 4% or $220,974 at 6%; with 100% employer match about $248,596 at 4% or $165,731 at 6%.
Cheung & Associates Inc. 401(K) Plan-3$158,152$59,663$19,888iApproximate average salary by contribution assumption: employee only about $497,192 at 4% or $331,461 at 6%; with 50% employer match about $331,461 at 4% or $220,974 at 6%; with 100% employer match about $248,596 at 4% or $165,731 at 6%.
201313$92,286$56,650$18,883iApproximate average salary by contribution assumption: employee only about $472,083 at 4% or $314,722 at 6%; with 50% employer match about $314,722 at 4% or $209,815 at 6%; with 100% employer match about $236,042 at 4% or $157,361 at 6%.
Cheung & Associates Inc. 401(K) Plan-3$92,286$56,650$18,883iApproximate average salary by contribution assumption: employee only about $472,083 at 4% or $314,722 at 6%; with 50% employer match about $314,722 at 4% or $209,815 at 6%; with 100% employer match about $236,042 at 4% or $157,361 at 6%.
201213$30,163$29,528$9,843iApproximate average salary by contribution assumption: employee only about $246,067 at 4% or $164,044 at 6%; with 50% employer match about $164,044 at 4% or $109,363 at 6%; with 100% employer match about $123,033 at 4% or $82,022 at 6%.
Cheung & Associates Inc. 401(K) Plan-3$30,163$29,528$9,843iApproximate average salary by contribution assumption: employee only about $246,067 at 4% or $164,044 at 6%; with 50% employer match about $164,044 at 4% or $109,363 at 6%; with 100% employer match about $123,033 at 4% or $82,022 at 6%.