Civic Intelligence

Jennifer Sun, M.D. Inc.

Plan context: Jennifer Sun, M.D. Inc. Defined Benefit Pension Plan

EIN 20-3507502 • Claremont, CA • 22 filings • 2 plans

689 W. Foothill Blvd., Ste BClaremont, CA 91711
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,868,420

2024 Contributions

$64,975

Historical Graphs

Total Assets Over Time

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

$1,868,420$934,210$0201420192024YearValue
$1,868,420Latest year 2024

Participants Over Time

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

320201420192024YearValue
3Latest 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
202423$1,868,420$64,975$21,658iApproximate average salary by contribution assumption: employee only about $541,458 at 4% or $360,972 at 6%; with 50% employer match about $360,972 at 4% or $240,648 at 6%; with 100% employer match about $270,729 at 4% or $180,486 at 6%.
Jennifer Sun, M.D. Inc. Defined Benefit Pension Plan-2$1,379,423$40,000$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%.
Jennifer Sun, M.D. Inc. 401(K) Profit Sharing Plan-3$488,997$24,975$8,325iApproximate average salary by contribution assumption: employee only about $208,125 at 4% or $138,750 at 6%; with 50% employer match about $138,750 at 4% or $92,500 at 6%; with 100% employer match about $104,063 at 4% or $69,375 at 6%.
202323$1,575,911$66,239$22,080iApproximate average salary by contribution assumption: employee only about $551,992 at 4% or $367,994 at 6%; with 50% employer match about $367,994 at 4% or $245,330 at 6%; with 100% employer match about $275,996 at 4% or $183,997 at 6%.
Jennifer Sun, M.D. Inc. Defined Benefit Pension Plan-2$1,169,710$40,000$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%.
Jennifer Sun, M.D. Inc. 401(K) Profit Sharing Plan-3$406,201$26,239$8,746iApproximate average salary by contribution assumption: employee only about $218,658 at 4% or $145,772 at 6%; with 50% employer match about $145,772 at 4% or $97,181 at 6%; with 100% employer match about $109,329 at 4% or $72,886 at 6%.
202223$1,285,479$104,551$34,850iApproximate average salary by contribution assumption: employee only about $871,258 at 4% or $580,839 at 6%; with 50% employer match about $580,839 at 4% or $387,226 at 6%; with 100% employer match about $435,629 at 4% or $290,419 at 6%.
Jennifer Sun, M.D. Inc. Defined Benefit Pension Plan-2$965,173$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Jennifer Sun, M.D. Inc. 401(K) Profit Sharing Plan-3$320,306$24,551$8,184iApproximate average salary by contribution assumption: employee only about $204,592 at 4% or $136,394 at 6%; with 50% employer match about $136,394 at 4% or $90,930 at 6%; with 100% employer match about $102,296 at 4% or $68,197 at 6%.
202123$1,341,671$88,517$29,506iApproximate average salary by contribution assumption: employee only about $737,642 at 4% or $491,761 at 6%; with 50% employer match about $491,761 at 4% or $327,841 at 6%; with 100% employer match about $368,821 at 4% or $245,881 at 6%.
Jennifer Sun, M.D. Inc. Defined Benefit Pension Plan-2$1,002,799$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Jennifer Sun, M.D. Inc. 401(K) Profit Sharing Plan-3$338,872$23,517$7,839iApproximate average salary by contribution assumption: employee only about $195,975 at 4% or $130,650 at 6%; with 50% employer match about $130,650 at 4% or $87,100 at 6%; with 100% employer match about $97,988 at 4% or $65,325 at 6%.
202023$1,074,137$86,190$28,730iApproximate average salary by contribution assumption: employee only about $718,250 at 4% or $478,833 at 6%; with 50% employer match about $478,833 at 4% or $319,222 at 6%; with 100% employer match about $359,125 at 4% or $239,417 at 6%.
Jennifer Sun, M.D. Inc. Defined Benefit Pension Plan-2$795,199$63,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.
Jennifer Sun, M.D. Inc. 401(K) Profit Sharing Plan-3$278,938$23,190$7,730iApproximate average salary by contribution assumption: employee only about $193,250 at 4% or $128,833 at 6%; with 50% employer match about $128,833 at 4% or $85,889 at 6%; with 100% employer match about $96,625 at 4% or $64,417 at 6%.
201923$885,717$92,884$30,961iApproximate average salary by contribution assumption: employee only about $774,033 at 4% or $516,022 at 6%; with 50% employer match about $516,022 at 4% or $344,015 at 6%; with 100% employer match about $387,017 at 4% or $258,011 at 6%.
Jennifer Sun, M.D. Inc. Defined Benefit Pension Plan-2$653,580$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Jennifer Sun, M.D. Inc. 401(K) Profit Sharing Plan-3$232,137$22,884$7,628iApproximate average salary by contribution assumption: employee only about $190,700 at 4% or $127,133 at 6%; with 50% employer match about $127,133 at 4% or $84,756 at 6%; with 100% employer match about $95,350 at 4% or $63,567 at 6%.
201823$658,537$92,234$30,745iApproximate average salary by contribution assumption: employee only about $768,617 at 4% or $512,411 at 6%; with 50% employer match about $512,411 at 4% or $341,607 at 6%; with 100% employer match about $384,308 at 4% or $256,206 at 6%.
Jennifer Sun, M.D. Inc. Defined Benefit Pension Plan-2$487,414$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Jennifer Sun, M.D. Inc. 401(K) Profit Sharing Plan-3$171,123$22,234$7,411iApproximate average salary by contribution assumption: employee only about $185,283 at 4% or $123,522 at 6%; with 50% employer match about $123,522 at 4% or $82,348 at 6%; with 100% employer match about $92,642 at 4% or $61,761 at 6%.
201723$657,345$151,798$50,599iApproximate average salary by contribution assumption: employee only about $1,264,983 at 4% or $843,322 at 6%; with 50% employer match about $843,322 at 4% or $562,215 at 6%; with 100% employer match about $632,492 at 4% or $421,661 at 6%.
Jennifer Sun, M.D. Inc. Defined Benefit Pension Plan-2$483,783$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
Jennifer Sun, M.D. Inc. 401(K) Profit Sharing Plan-3$173,562$21,798$7,266iApproximate average salary by contribution assumption: employee only about $181,650 at 4% or $121,100 at 6%; with 50% employer match about $121,100 at 4% or $80,733 at 6%; with 100% employer match about $90,825 at 4% or $60,550 at 6%.
201623$431,860$141,833$47,278iApproximate average salary by contribution assumption: employee only about $1,181,942 at 4% or $787,961 at 6%; with 50% employer match about $787,961 at 4% or $525,307 at 6%; with 100% employer match about $590,971 at 4% or $393,981 at 6%.
Jennifer Sun, M.D. Inc. Defined Benefit Pension Plan-2$301,557$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Jennifer Sun, M.D. Inc. 401(K) Profit Sharing Plan-3$130,303$21,833$7,278iApproximate average salary by contribution assumption: employee only about $181,942 at 4% or $121,294 at 6%; with 50% employer match about $121,294 at 4% or $80,863 at 6%; with 100% employer match about $90,971 at 4% or $60,647 at 6%.
201523$281,875$141,628$47,209iApproximate average salary by contribution assumption: employee only about $1,180,233 at 4% or $786,822 at 6%; with 50% employer match about $786,822 at 4% or $524,548 at 6%; with 100% employer match about $590,117 at 4% or $393,411 at 6%.
Jennifer Sun, M.D. Inc. Defined Benefit Pension Plan-2$178,818$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Jennifer Sun, M.D. Inc. 401(K) Profit Sharing Plan-3$103,057$21,628$7,209iApproximate average salary by contribution assumption: employee only about $180,233 at 4% or $120,156 at 6%; with 50% employer match about $120,156 at 4% or $80,104 at 6%; with 100% employer match about $90,117 at 4% or $60,078 at 6%.
201423$147,329$144,719$48,240iApproximate average salary by contribution assumption: employee only about $1,205,992 at 4% or $803,994 at 6%; with 50% employer match about $803,994 at 4% or $535,996 at 6%; with 100% employer match about $602,996 at 4% or $401,997 at 6%.
Jennifer Sun, M.D. Inc. 401(K) Profit Sharing Plan-3$84,329$81,719$27,240iApproximate average salary by contribution assumption: employee only about $680,992 at 4% or $453,994 at 6%; with 50% employer match about $453,994 at 4% or $302,663 at 6%; with 100% employer match about $340,496 at 4% or $226,997 at 6%.
Jennifer Sun, M.D. Inc. Defined Benefit Pension Plan-2$63,000$63,000$31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%.