Orthodontics - Patrick P. Chen, Dds .. Pa
Plan context: Orthodontics - Patrick P. Chen, Dds. Pa 401(K) Plan
EIN 16-1634013 • Plano, TX • 12 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$685,021
2024 Contributions
$39,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $685,021 | $0 | - |
| Orthodontics - Patrick P. Chen, Dds. Pa 401(K) Plan | - | 2 | $685,021 | - | - |
| 2023 | 1 | 2 | $610,336 | $0 | - |
| Orthodontics - Patrick P. Chen, Dds. Pa 401(K) Plan | - | 2 | $610,336 | - | - |
| 2022 | 1 | 2 | $539,369 | $0 | - |
| Orthodontics - Patrick P. Chen, Dds. Pa 401(K) Plan | - | 2 | $539,369 | - | - |
| 2021 | 1 | 2 | $640,806 | $39,000 | $19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%. |
| Orthodontics - Patrick P. Chen, Dds. Pa 401(K) Plan | - | 2 | $640,806 | $39,000 | $19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%. |
| 2020 | 1 | 2 | $552,910 | $39,000 | $19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%. |
| Orthodontics - Patrick P. Chen, Dds. Pa 401(K) Plan | - | 2 | $552,910 | $39,000 | $19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%. |
| 2019 | 1 | 2 | $456,112 | $38,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| Orthodontics - Patrick P. Chen, Dds. Pa 401(K) Plan | - | 2 | $456,112 | $38,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| 2018 | 1 | 2 | $357,598 | $37,000 | $18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%. |
| Orthodontics - Patrick P. Chen, Dds. Pa 401(K) Plan | - | 2 | $357,598 | $37,000 | $18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%. |
| 2017 | 1 | 2 | $334,394 | $74,200 | $37,100iApproximate average salary by contribution assumption: employee only about $927,500 at 4% or $618,333 at 6%; with 50% employer match about $618,333 at 4% or $412,222 at 6%; with 100% employer match about $463,750 at 4% or $309,167 at 6%. |
| Orthodontics - Patrick P. Chen, Dds. Pa 401(K) Plan | - | 2 | $334,394 | $74,200 | $37,100iApproximate average salary by contribution assumption: employee only about $927,500 at 4% or $618,333 at 6%; with 50% employer match about $618,333 at 4% or $412,222 at 6%; with 100% employer match about $463,750 at 4% or $309,167 at 6%. |
| 2016 | 1 | 2 | $234,009 | $0 | - |
| Orthodontics - Patrick P. Chen, Dds. Pa 401(K) Plan | - | 2 | $234,009 | $0 | - |
| 2015 | 1 | 2 | $193,103 | $118,229 | $59,115iApproximate average salary by contribution assumption: employee only about $1,477,863 at 4% or $985,242 at 6%; with 50% employer match about $985,242 at 4% or $656,828 at 6%; with 100% employer match about $738,931 at 4% or $492,621 at 6%. |
| Orthodontics - Patrick P. Chen, Dds. Pa 401(K) Plan | - | 2 | $193,103 | $118,229 | $59,115iApproximate average salary by contribution assumption: employee only about $1,477,863 at 4% or $985,242 at 6%; with 50% employer match about $985,242 at 4% or $656,828 at 6%; with 100% employer match about $738,931 at 4% or $492,621 at 6%. |
| 2014 | 1 | 2 | $76,032 | $75,067 | $37,534iApproximate average salary by contribution assumption: employee only about $938,338 at 4% or $625,558 at 6%; with 50% employer match about $625,558 at 4% or $417,039 at 6%; with 100% employer match about $469,169 at 4% or $312,779 at 6%. |
| Orthodontics - Patrick P. Chen, Dds. Pa 401(K) Plan | - | 2 | $76,032 | $75,067 | $37,534iApproximate average salary by contribution assumption: employee only about $938,338 at 4% or $625,558 at 6%; with 50% employer match about $625,558 at 4% or $417,039 at 6%; with 100% employer match about $469,169 at 4% or $312,779 at 6%. |
| 2013 | 1 | 2 | $1,403 | $1,699 | $850iApproximate average salary by contribution assumption: employee only about $21,238 at 4% or $14,158 at 6%; with 50% employer match about $14,158 at 4% or $9,439 at 6%; with 100% employer match about $10,619 at 4% or $7,079 at 6%. |
| Orthodontics - Patrick P. Chen, Dds. Pa 401(K) Plan | - | 2 | $1,403 | $1,699 | $850iApproximate average salary by contribution assumption: employee only about $21,238 at 4% or $14,158 at 6%; with 50% employer match about $14,158 at 4% or $9,439 at 6%; with 100% employer match about $10,619 at 4% or $7,079 at 6%. |