Civic Intelligence

Ken Sun CPA

Plan context: Ken Sun CPA Pension Plan

EIN 20-2064262 • Hayward, CA • 32 filings • 2 plans

111 Jackson St.,Hayward, CA 94544
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$5,013,837

2024 Contributions

$410,600

Historical Graphs

Total Assets Over Time

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

$5,013,837$2,506,919$0200820162024YearValue
$5,013,837Latest year 2024

Participants Over Time

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

1580200720162024YearValue
13Latest 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
2024213$5,013,837$410,600$31,585iApproximate average salary by contribution assumption: employee only about $789,615 at 4% or $526,410 at 6%; with 50% employer match about $526,410 at 4% or $350,940 at 6%; with 100% employer match about $394,808 at 4% or $263,205 at 6%.
Ken Sun CPA Pension Plan-6$3,065,539$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Ken Sun CPA 401(K) Plan-13$1,948,298$160,600$12,354iApproximate average salary by contribution assumption: employee only about $308,846 at 4% or $205,897 at 6%; with 50% employer match about $205,897 at 4% or $137,265 at 6%; with 100% employer match about $154,423 at 4% or $102,949 at 6%.
2023213$4,486,590$332,559$25,581iApproximate average salary by contribution assumption: employee only about $639,537 at 4% or $426,358 at 6%; with 50% employer match about $426,358 at 4% or $284,238 at 6%; with 100% employer match about $319,768 at 4% or $213,179 at 6%.
Ken Sun CPA Pension Plan-7$2,935,722$122,490$17,499iApproximate average salary by contribution assumption: employee only about $437,464 at 4% or $291,643 at 6%; with 50% employer match about $291,643 at 4% or $194,429 at 6%; with 100% employer match about $218,732 at 4% or $145,821 at 6%.
Ken Sun CPA 401(K) Plan-13$1,550,868$210,069$16,159iApproximate average salary by contribution assumption: employee only about $403,979 at 4% or $269,319 at 6%; with 50% employer match about $269,319 at 4% or $179,546 at 6%; with 100% employer match about $201,989 at 4% or $134,660 at 6%.
2022212$3,896,632$271,964$22,664iApproximate average salary by contribution assumption: employee only about $566,592 at 4% or $377,728 at 6%; with 50% employer match about $377,728 at 4% or $251,819 at 6%; with 100% employer match about $283,296 at 4% or $188,864 at 6%.
Ken Sun CPA Pension Plan-5$2,752,545$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Ken Sun CPA 401(K) Plan-12$1,144,087$171,964$14,330iApproximate average salary by contribution assumption: employee only about $358,258 at 4% or $238,839 at 6%; with 50% employer match about $238,839 at 4% or $159,226 at 6%; with 100% employer match about $179,129 at 4% or $119,419 at 6%.
2021214$3,901,593$644,356$46,025iApproximate average salary by contribution assumption: employee only about $1,150,636 at 4% or $767,090 at 6%; with 50% employer match about $767,090 at 4% or $511,394 at 6%; with 100% employer match about $575,318 at 4% or $383,545 at 6%.
Ken Sun CPA Pension Plan-6$2,680,488--
Ken Sun CPA 401(K) Plan-14$1,221,105$644,356$46,025iApproximate average salary by contribution assumption: employee only about $1,150,636 at 4% or $767,090 at 6%; with 50% employer match about $767,090 at 4% or $511,394 at 6%; with 100% employer match about $575,318 at 4% or $383,545 at 6%.
2020215$3,335,554$99,145$6,610iApproximate average salary by contribution assumption: employee only about $165,242 at 4% or $110,161 at 6%; with 50% employer match about $110,161 at 4% or $73,441 at 6%; with 100% employer match about $82,621 at 4% or $55,081 at 6%.
Ken Sun CPA Pension Plan-6$2,854,633--
Ken Sun CPA 401(K) Plan-15$480,921$99,145$6,610iApproximate average salary by contribution assumption: employee only about $165,242 at 4% or $110,161 at 6%; with 50% employer match about $110,161 at 4% or $73,441 at 6%; with 100% employer match about $82,621 at 4% or $55,081 at 6%.
2019213$3,076,709$183,286$14,099iApproximate average salary by contribution assumption: employee only about $352,473 at 4% or $234,982 at 6%; with 50% employer match about $234,982 at 4% or $156,655 at 6%; with 100% employer match about $176,237 at 4% or $117,491 at 6%.
Ken Sun CPA Pension Plan-4$2,718,734$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Ken Sun CPA 401(K) Plan-13$357,975$83,286$6,407iApproximate average salary by contribution assumption: employee only about $160,165 at 4% or $106,777 at 6%; with 50% employer match about $106,777 at 4% or $71,185 at 6%; with 100% employer match about $80,083 at 4% or $53,388 at 6%.
2018210$2,651,616$104,555$10,456iApproximate average salary by contribution assumption: employee only about $261,388 at 4% or $174,258 at 6%; with 50% employer match about $174,258 at 4% or $116,172 at 6%; with 100% employer match about $130,694 at 4% or $87,129 at 6%.
Ken Sun CPA Pension Plan-5$2,408,139$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%.
Ken Sun CPA 401(K) Plan-10$243,477$54,555$5,456iApproximate average salary by contribution assumption: employee only about $136,388 at 4% or $90,925 at 6%; with 50% employer match about $90,925 at 4% or $60,617 at 6%; with 100% employer match about $68,194 at 4% or $45,463 at 6%.
201729$2,199,547$138,842$15,427iApproximate average salary by contribution assumption: employee only about $385,672 at 4% or $257,115 at 6%; with 50% employer match about $257,115 at 4% or $171,410 at 6%; with 100% employer match about $192,836 at 4% or $128,557 at 6%.
Ken Sun CPA Pension Plan-5$2,003,917$105,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Ken Sun CPA 401(K) Plan-9$195,630$33,842$3,760iApproximate average salary by contribution assumption: employee only about $94,006 at 4% or $62,670 at 6%; with 50% employer match about $62,670 at 4% or $41,780 at 6%; with 100% employer match about $47,003 at 4% or $31,335 at 6%.
201628$1,871,454$143,080$17,885iApproximate average salary by contribution assumption: employee only about $447,125 at 4% or $298,083 at 6%; with 50% employer match about $298,083 at 4% or $198,722 at 6%; with 100% employer match about $223,563 at 4% or $149,042 at 6%.
Ken Sun CPA Pension Plan-4$1,714,921$110,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Ken Sun CPA 401(K) Plan-8$156,533$33,080$4,135iApproximate average salary by contribution assumption: employee only about $103,375 at 4% or $68,917 at 6%; with 50% employer match about $68,917 at 4% or $45,944 at 6%; with 100% employer match about $51,688 at 4% or $34,458 at 6%.
201525$1,501,779$167,665$33,533iApproximate average salary by contribution assumption: employee only about $838,325 at 4% or $558,883 at 6%; with 50% employer match about $558,883 at 4% or $372,589 at 6%; with 100% employer match about $419,163 at 4% or $279,442 at 6%.
Ken Sun CPA Pension Plan-3$1,378,352$134,798$44,933iApproximate average salary by contribution assumption: employee only about $1,123,317 at 4% or $748,878 at 6%; with 50% employer match about $748,878 at 4% or $499,252 at 6%; with 100% employer match about $561,658 at 4% or $374,439 at 6%.
Ken Sun CPA 401(K) Plan-5$123,427$32,867$6,573iApproximate average salary by contribution assumption: employee only about $164,335 at 4% or $109,557 at 6%; with 50% employer match about $109,557 at 4% or $73,038 at 6%; with 100% employer match about $82,168 at 4% or $54,778 at 6%.
201423$1,296,697$150,001$50,000iApproximate average salary by contribution assumption: employee only about $1,250,008 at 4% or $833,339 at 6%; with 50% employer match about $833,339 at 4% or $555,559 at 6%; with 100% employer match about $625,004 at 4% or $416,669 at 6%.
Ken Sun CPA Pension Plan-1$1,206,129$131,962$131,962iApproximate average salary by contribution assumption: employee only about $3,299,050 at 4% or $2,199,367 at 6%; with 50% employer match about $2,199,367 at 4% or $1,466,244 at 6%; with 100% employer match about $1,649,525 at 4% or $1,099,683 at 6%.
Ken Sun CPA 401(K) Plan-3$90,568$18,039$6,013iApproximate average salary by contribution assumption: employee only about $150,325 at 4% or $100,217 at 6%; with 50% employer match about $100,217 at 4% or $66,811 at 6%; with 100% employer match about $75,163 at 4% or $50,108 at 6%.
201322$1,080,960$153,537$76,769iApproximate average salary by contribution assumption: employee only about $1,919,213 at 4% or $1,279,475 at 6%; with 50% employer match about $1,279,475 at 4% or $852,983 at 6%; with 100% employer match about $959,606 at 4% or $639,738 at 6%.
Ken Sun CPA Pension Plan-1$1,008,436$125,037$125,037iApproximate average salary by contribution assumption: employee only about $3,125,925 at 4% or $2,083,950 at 6%; with 50% employer match about $2,083,950 at 4% or $1,389,300 at 6%; with 100% employer match about $1,562,963 at 4% or $1,041,975 at 6%.
Ken Sun CPA 401(K) Plan-2$72,524$28,500$14,250iApproximate average salary by contribution assumption: employee only about $356,250 at 4% or $237,500 at 6%; with 50% employer match about $237,500 at 4% or $158,333 at 6%; with 100% employer match about $178,125 at 4% or $118,750 at 6%.
201222$851,534$138,134$69,067iApproximate average salary by contribution assumption: employee only about $1,726,675 at 4% or $1,151,117 at 6%; with 50% employer match about $1,151,117 at 4% or $767,411 at 6%; with 100% employer match about $863,338 at 4% or $575,558 at 6%.
Ken Sun CPA Pension Plan-2$807,513$116,814$58,407iApproximate average salary by contribution assumption: employee only about $1,460,175 at 4% or $973,450 at 6%; with 50% employer match about $973,450 at 4% or $648,967 at 6%; with 100% employer match about $730,088 at 4% or $486,725 at 6%.
Ken Sun CPA 401(K) Plan-2$44,021$21,320$10,660iApproximate average salary by contribution assumption: employee only about $266,500 at 4% or $177,667 at 6%; with 50% employer match about $177,667 at 4% or $118,444 at 6%; with 100% employer match about $133,250 at 4% or $88,833 at 6%.
201122$688,098$141,036$70,518iApproximate average salary by contribution assumption: employee only about $1,762,950 at 4% or $1,175,300 at 6%; with 50% employer match about $1,175,300 at 4% or $783,533 at 6%; with 100% employer match about $881,475 at 4% or $587,650 at 6%.
Ken Sun CPA Pension Plan-2$665,397$118,335$59,168iApproximate average salary by contribution assumption: employee only about $1,479,188 at 4% or $986,125 at 6%; with 50% employer match about $986,125 at 4% or $657,417 at 6%; with 100% employer match about $739,594 at 4% or $493,063 at 6%.
Ken Sun CPA 401(K) Plan-2$22,701$22,701$11,351iApproximate average salary by contribution assumption: employee only about $283,763 at 4% or $189,175 at 6%; with 50% employer match about $189,175 at 4% or $126,117 at 6%; with 100% employer match about $141,881 at 4% or $94,588 at 6%.
201012$445,354$130,218$65,109iApproximate average salary by contribution assumption: employee only about $1,627,725 at 4% or $1,085,150 at 6%; with 50% employer match about $1,085,150 at 4% or $723,433 at 6%; with 100% employer match about $813,863 at 4% or $542,575 at 6%.
Ken Sun CPA Pension Plan-2$445,354$130,218$65,109iApproximate average salary by contribution assumption: employee only about $1,627,725 at 4% or $1,085,150 at 6%; with 50% employer match about $1,085,150 at 4% or $723,433 at 6%; with 100% employer match about $813,863 at 4% or $542,575 at 6%.
200911$318,197$137,218$137,218iApproximate average salary by contribution assumption: employee only about $3,430,450 at 4% or $2,286,967 at 6%; with 50% employer match about $2,286,967 at 4% or $1,524,644 at 6%; with 100% employer match about $1,715,225 at 4% or $1,143,483 at 6%.
Ken Sun CPA Pension Plan-1$318,197$137,218$137,218iApproximate average salary by contribution assumption: employee only about $3,430,450 at 4% or $2,286,967 at 6%; with 50% employer match about $2,286,967 at 4% or $1,524,644 at 6%; with 100% employer match about $1,715,225 at 4% or $1,143,483 at 6%.
200811$188,135$122,801$122,801iApproximate average salary by contribution assumption: employee only about $3,070,025 at 4% or $2,046,683 at 6%; with 50% employer match about $2,046,683 at 4% or $1,364,456 at 6%; with 100% employer match about $1,535,013 at 4% or $1,023,342 at 6%.
Ken Sun CPA Pension Plan-1$188,135$122,801$122,801iApproximate average salary by contribution assumption: employee only about $3,070,025 at 4% or $2,046,683 at 6%; with 50% employer match about $2,046,683 at 4% or $1,364,456 at 6%; with 100% employer match about $1,535,013 at 4% or $1,023,342 at 6%.
200711$0$0-
Ken Sun CPA Pension Plan-1---