Civic Intelligence

ANNIE PHAM, DDS, INC

Plan context: ANNIE N. PHAM, DDS, INC. CASH BALANCE PENSION PLAN

EIN 20-1924036 • Santa Clara, CA • 25 filings • 3 plans

1364 El Camino RealSanta Clara, CA 95050
Current Snapshot

Latest Year

2025

2025 Participants

29

2025 Assets

$1,891,805

2025 Contributions

$180,000

Historical Graphs

Total Assets Over Time

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

$3,662,773$1,831,387$0200920172025YearValue
$1,891,805Latest year 2025

Participants Over Time

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

29150200920172025YearValue
29Latest year 2025

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
2025129$1,891,805$180,000$6,207iApproximate average salary by contribution assumption: employee only about $155,172 at 4% or $103,448 at 6%; with 50% employer match about $103,448 at 4% or $68,966 at 6%; with 100% employer match about $77,586 at 4% or $51,724 at 6%.
ANNIE N. PHAM, DDS, INC. CASH BALANCE PENSION PLAN-29$1,891,805$180,000$6,207iApproximate average salary by contribution assumption: employee only about $155,172 at 4% or $103,448 at 6%; with 50% employer match about $103,448 at 4% or $68,966 at 6%; with 100% employer match about $77,586 at 4% or $51,724 at 6%.
2024223$3,662,773$522,796$22,730iApproximate average salary by contribution assumption: employee only about $568,257 at 4% or $378,838 at 6%; with 50% employer match about $378,838 at 4% or $252,558 at 6%; with 100% employer match about $284,128 at 4% or $189,419 at 6%.
ANNIE N. PHAM, DDS, INC. 401(K) PROFIT SHARING PLAN-21$2,114,973$342,796$16,324iApproximate average salary by contribution assumption: employee only about $408,090 at 4% or $272,060 at 6%; with 50% employer match about $272,060 at 4% or $181,374 at 6%; with 100% employer match about $204,045 at 4% or $136,030 at 6%.
ANNIE N. PHAM, DDS, INC. CASH BALANCE PENSION PLAN-23$1,547,800$180,000$7,826iApproximate average salary by contribution assumption: employee only about $195,652 at 4% or $130,435 at 6%; with 50% employer match about $130,435 at 4% or $86,957 at 6%; with 100% employer match about $97,826 at 4% or $65,217 at 6%.
2023228$2,966,097$368,207$13,150iApproximate average salary by contribution assumption: employee only about $328,756 at 4% or $219,171 at 6%; with 50% employer match about $219,171 at 4% or $146,114 at 6%; with 100% employer match about $164,378 at 4% or $109,585 at 6%.
ANNIE N. PHAM, DDS, INC. 401(K) PROFIT SHARING PLAN-28$1,726,400$169,520$6,054iApproximate average salary by contribution assumption: employee only about $151,357 at 4% or $100,905 at 6%; with 50% employer match about $100,905 at 4% or $67,270 at 6%; with 100% employer match about $75,679 at 4% or $50,452 at 6%.
ANNIE N. PHAM, DDS, INC. CASH BALANCE PENSION PLAN-19$1,239,697$198,687$10,457iApproximate average salary by contribution assumption: employee only about $261,430 at 4% or $174,287 at 6%; with 50% employer match about $174,287 at 4% or $116,191 at 6%; with 100% employer match about $130,715 at 4% or $87,143 at 6%.
2022227$2,245,321$347,834$12,883iApproximate average salary by contribution assumption: employee only about $322,069 at 4% or $214,712 at 6%; with 50% employer match about $214,712 at 4% or $143,142 at 6%; with 100% employer match about $161,034 at 4% or $107,356 at 6%.
ANNIE N. PHAM, DDS, INC. 401(K) PROFIT SHARING PLAN-27$1,315,045$147,834$5,475iApproximate average salary by contribution assumption: employee only about $136,883 at 4% or $91,256 at 6%; with 50% employer match about $91,256 at 4% or $60,837 at 6%; with 100% employer match about $68,442 at 4% or $45,628 at 6%.
ANNIE N. PHAM, DDS, INC. CASH BALANCE PENSION PLAN-0$930,276$200,000-
2021222$2,296,457$321,034$14,592iApproximate average salary by contribution assumption: employee only about $364,811 at 4% or $243,208 at 6%; with 50% employer match about $243,208 at 4% or $162,138 at 6%; with 100% employer match about $182,406 at 4% or $121,604 at 6%.
ANNIE N. PHAM, DDS, INC. 401(K) PROFIT SHARING PLAN-22$1,450,795$125,034$5,683iApproximate average salary by contribution assumption: employee only about $142,084 at 4% or $94,723 at 6%; with 50% employer match about $94,723 at 4% or $63,148 at 6%; with 100% employer match about $71,042 at 4% or $47,361 at 6%.
ANNIE N. PHAM, DDS, INC. CASH BALANCE PENSION PLAN-19$845,662$196,000$10,316iApproximate average salary by contribution assumption: employee only about $257,895 at 4% or $171,930 at 6%; with 50% employer match about $171,930 at 4% or $114,620 at 6%; with 100% employer match about $128,947 at 4% or $85,965 at 6%.
2020218$1,878,357$228,069$12,671iApproximate average salary by contribution assumption: employee only about $316,763 at 4% or $211,175 at 6%; with 50% employer match about $211,175 at 4% or $140,783 at 6%; with 100% employer match about $158,381 at 4% or $105,588 at 6%.
ANNIE N. PHAM, DDS, INC. 401(K) PROFIT SHARING PLAN-18$1,255,217$106,091$5,894iApproximate average salary by contribution assumption: employee only about $147,349 at 4% or $98,232 at 6%; with 50% employer match about $98,232 at 4% or $65,488 at 6%; with 100% employer match about $73,674 at 4% or $49,116 at 6%.
ANNIE N. PHAM, DDS, INC. CASH BALANCE PENSION PLAN-17$623,140$121,978$7,175iApproximate average salary by contribution assumption: employee only about $179,379 at 4% or $119,586 at 6%; with 50% employer match about $119,586 at 4% or $79,724 at 6%; with 100% employer match about $89,690 at 4% or $59,793 at 6%.
2019221$1,613,409$229,776$10,942iApproximate average salary by contribution assumption: employee only about $273,543 at 4% or $182,362 at 6%; with 50% employer match about $182,362 at 4% or $121,575 at 6%; with 100% employer match about $136,771 at 4% or $91,181 at 6%.
ANNIE N. PHAM, DDS, INC. 401(K) PROFIT SHARING PLAN-21$1,144,121$103,776$4,942iApproximate average salary by contribution assumption: employee only about $123,543 at 4% or $82,362 at 6%; with 50% employer match about $82,362 at 4% or $54,908 at 6%; with 100% employer match about $61,771 at 4% or $41,181 at 6%.
ANNIE N. PHAM, DDS, INC. CASH BALANCE PENSION PLAN-12$469,288$126,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
2018211$1,161,261$245,713$22,338iApproximate average salary by contribution assumption: employee only about $558,439 at 4% or $372,292 at 6%; with 50% employer match about $372,292 at 4% or $248,195 at 6%; with 100% employer match about $279,219 at 4% or $186,146 at 6%.
ANNIE N. PHAM, DDS, INC. 401(K) PROFIT SHARING PLAN-11$870,307$80,164$7,288iApproximate average salary by contribution assumption: employee only about $182,191 at 4% or $121,461 at 6%; with 50% employer match about $121,461 at 4% or $80,974 at 6%; with 100% employer match about $91,095 at 4% or $60,730 at 6%.
ANNIE N. PHAM, DDS, INC. CASH BALANCE PENSION PLAN-10$290,954$165,549$16,555iApproximate average salary by contribution assumption: employee only about $413,873 at 4% or $275,915 at 6%; with 50% employer match about $275,915 at 4% or $183,943 at 6%; with 100% employer match about $206,936 at 4% or $137,958 at 6%.
2017217$987,295$364,497$21,441iApproximate average salary by contribution assumption: employee only about $536,025 at 4% or $357,350 at 6%; with 50% employer match about $357,350 at 4% or $238,233 at 6%; with 100% employer match about $268,013 at 4% or $178,675 at 6%.
ANNIE N. PHAM, DDS, INC. 401(K) PROFIT SHARING PLAN-17$850,110$232,918$13,701iApproximate average salary by contribution assumption: employee only about $342,526 at 4% or $228,351 at 6%; with 50% employer match about $228,351 at 4% or $152,234 at 6%; with 100% employer match about $171,263 at 4% or $114,175 at 6%.
ANNIE N. PHAM, DDS, INC. CASH BALANCE PENSION PLAN-6$137,185$131,579$21,930iApproximate average salary by contribution assumption: employee only about $548,246 at 4% or $365,497 at 6%; with 50% employer match about $365,497 at 4% or $243,665 at 6%; with 100% employer match about $274,123 at 4% or $182,749 at 6%.
201617$516,889$53,440$7,634iApproximate average salary by contribution assumption: employee only about $190,857 at 4% or $127,238 at 6%; with 50% employer match about $127,238 at 4% or $84,825 at 6%; with 100% employer match about $95,429 at 4% or $63,619 at 6%.
ANNIE PHAM, DDS, INC PROFIT SHARING PLAN-7$516,889$53,440$7,634iApproximate average salary by contribution assumption: employee only about $190,857 at 4% or $127,238 at 6%; with 50% employer match about $127,238 at 4% or $84,825 at 6%; with 100% employer match about $95,429 at 4% or $63,619 at 6%.
201519$471,406$39,700$4,411iApproximate average salary by contribution assumption: employee only about $110,278 at 4% or $73,519 at 6%; with 50% employer match about $73,519 at 4% or $49,012 at 6%; with 100% employer match about $55,139 at 4% or $36,759 at 6%.
ANNIE PHAM, DDS, INC PROFIT SHARING PLAN-9$471,406$39,700$4,411iApproximate average salary by contribution assumption: employee only about $110,278 at 4% or $73,519 at 6%; with 50% employer match about $73,519 at 4% or $49,012 at 6%; with 100% employer match about $55,139 at 4% or $36,759 at 6%.
201418$440,091$53,945$6,743iApproximate average salary by contribution assumption: employee only about $168,578 at 4% or $112,385 at 6%; with 50% employer match about $112,385 at 4% or $74,924 at 6%; with 100% employer match about $84,289 at 4% or $56,193 at 6%.
ANNIE PHAM, DDS, INC PROFIT SHARING PLAN-8$440,091$53,945$6,743iApproximate average salary by contribution assumption: employee only about $168,578 at 4% or $112,385 at 6%; with 50% employer match about $112,385 at 4% or $74,924 at 6%; with 100% employer match about $84,289 at 4% or $56,193 at 6%.
201318$364,185$45,022$5,628iApproximate average salary by contribution assumption: employee only about $140,694 at 4% or $93,796 at 6%; with 50% employer match about $93,796 at 4% or $62,531 at 6%; with 100% employer match about $70,347 at 4% or $46,898 at 6%.
ANNIE PHAM, DDS, INC PROFIT SHARING PLAN-8$364,185$45,022$5,628iApproximate average salary by contribution assumption: employee only about $140,694 at 4% or $93,796 at 6%; with 50% employer match about $93,796 at 4% or $62,531 at 6%; with 100% employer match about $70,347 at 4% or $46,898 at 6%.
201214$263,546$46,440$11,610iApproximate average salary by contribution assumption: employee only about $290,250 at 4% or $193,500 at 6%; with 50% employer match about $193,500 at 4% or $129,000 at 6%; with 100% employer match about $145,125 at 4% or $96,750 at 6%.
ANNIE PHAM, DDS, INC PROFIT SHARING PLAN-4$263,546$46,440$11,610iApproximate average salary by contribution assumption: employee only about $290,250 at 4% or $193,500 at 6%; with 50% employer match about $193,500 at 4% or $129,000 at 6%; with 100% employer match about $145,125 at 4% or $96,750 at 6%.
2011111$211,256$147,088$13,372iApproximate average salary by contribution assumption: employee only about $334,291 at 4% or $222,861 at 6%; with 50% employer match about $222,861 at 4% or $148,574 at 6%; with 100% employer match about $167,145 at 4% or $111,430 at 6%.
ANNIE PHAM, DDS, INC PROFIT SHARING PLAN-11$211,256$147,088$13,372iApproximate average salary by contribution assumption: employee only about $334,291 at 4% or $222,861 at 6%; with 50% employer match about $222,861 at 4% or $148,574 at 6%; with 100% employer match about $167,145 at 4% or $111,430 at 6%.
201014$68,341$55,075$13,769iApproximate average salary by contribution assumption: employee only about $344,219 at 4% or $229,479 at 6%; with 50% employer match about $229,479 at 4% or $152,986 at 6%; with 100% employer match about $172,109 at 4% or $114,740 at 6%.
ANNIE PHAM, DDS, INC PROFIT SHARING PLAN-4$68,341$55,075$13,769iApproximate average salary by contribution assumption: employee only about $344,219 at 4% or $229,479 at 6%; with 50% employer match about $229,479 at 4% or $152,986 at 6%; with 100% employer match about $172,109 at 4% or $114,740 at 6%.
200914$11,307$11,307$2,827iApproximate average salary by contribution assumption: employee only about $70,669 at 4% or $47,113 at 6%; with 50% employer match about $47,113 at 4% or $31,408 at 6%; with 100% employer match about $35,334 at 4% or $23,556 at 6%.
ANNIE PHAM, DDS, INC PROFIT SHARING PLAN-4$11,307$11,307$2,827iApproximate average salary by contribution assumption: employee only about $70,669 at 4% or $47,113 at 6%; with 50% employer match about $47,113 at 4% or $31,408 at 6%; with 100% employer match about $35,334 at 4% or $23,556 at 6%.