Civic Intelligence

Bay State Orthodontics PC

Plan context: Patricia Chiu, D.D.S., M.S. PC. Retirement Plan

EIN 20-3919400 • Needham, MA • 19 filings • 3 plans

3 Morley StreetNeedham, MA 02492
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,057,246

2025 Contributions

$55,792

Historical Graphs

Total Assets Over Time

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

$1,057,246$528,623$0200620162024YearValue
$1,057,246Latest year 2024

Participants Over Time

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

630200620162024YearValue
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
202510$0$55,792-
Patricia Chiu, D.D.S., M.S. PC. Retirement Plan-0$0$55,792-
202413$1,057,246$58,850$19,617iApproximate average salary by contribution assumption: employee only about $490,417 at 4% or $326,944 at 6%; with 50% employer match about $326,944 at 4% or $217,963 at 6%; with 100% employer match about $245,208 at 4% or $163,472 at 6%.
Patricia Chiu, D.D.S., M.S. PC. Retirement Plan-3$1,057,246$58,850$19,617iApproximate average salary by contribution assumption: employee only about $490,417 at 4% or $326,944 at 6%; with 50% employer match about $326,944 at 4% or $217,963 at 6%; with 100% employer match about $245,208 at 4% or $163,472 at 6%.
202314$796,139$62,456$15,614iApproximate average salary by contribution assumption: employee only about $390,350 at 4% or $260,233 at 6%; with 50% employer match about $260,233 at 4% or $173,489 at 6%; with 100% employer match about $195,175 at 4% or $130,117 at 6%.
Patricia Chiu, D.D.S., M.S. PC. Retirement Plan-4$796,139$62,456$15,614iApproximate average salary by contribution assumption: employee only about $390,350 at 4% or $260,233 at 6%; with 50% employer match about $260,233 at 4% or $173,489 at 6%; with 100% employer match about $195,175 at 4% or $130,117 at 6%.
202214$683,358$67,965$16,991iApproximate average salary by contribution assumption: employee only about $424,781 at 4% or $283,188 at 6%; with 50% employer match about $283,188 at 4% or $188,792 at 6%; with 100% employer match about $212,391 at 4% or $141,594 at 6%.
Patricia Chiu, D.D.S., M.S. PC. Retirement Plan-4$683,358$67,965$16,991iApproximate average salary by contribution assumption: employee only about $424,781 at 4% or $283,188 at 6%; with 50% employer match about $283,188 at 4% or $188,792 at 6%; with 100% employer match about $212,391 at 4% or $141,594 at 6%.
202115$763,809$68,454$13,691iApproximate average salary by contribution assumption: employee only about $342,270 at 4% or $228,180 at 6%; with 50% employer match about $228,180 at 4% or $152,120 at 6%; with 100% employer match about $171,135 at 4% or $114,090 at 6%.
Patricia Chiu, D.D.S., M.S. PC. Retirement Plan-5$763,809$68,454$13,691iApproximate average salary by contribution assumption: employee only about $342,270 at 4% or $228,180 at 6%; with 50% employer match about $228,180 at 4% or $152,120 at 6%; with 100% employer match about $171,135 at 4% or $114,090 at 6%.
202015$589,562$54,002$10,800iApproximate average salary by contribution assumption: employee only about $270,010 at 4% or $180,007 at 6%; with 50% employer match about $180,007 at 4% or $120,004 at 6%; with 100% employer match about $135,005 at 4% or $90,003 at 6%.
Patricia Chiu, D.D.S., M.S. PC. Retirement Plan-5$589,562$54,002$10,800iApproximate average salary by contribution assumption: employee only about $270,010 at 4% or $180,007 at 6%; with 50% employer match about $180,007 at 4% or $120,004 at 6%; with 100% employer match about $135,005 at 4% or $90,003 at 6%.
201916$471,372$52,841$8,807iApproximate average salary by contribution assumption: employee only about $220,171 at 4% or $146,781 at 6%; with 50% employer match about $146,781 at 4% or $97,854 at 6%; with 100% employer match about $110,085 at 4% or $73,390 at 6%.
Patricia Chiu, D.D.S., M.S. PC. Retirement Plan-6$471,372$52,841$8,807iApproximate average salary by contribution assumption: employee only about $220,171 at 4% or $146,781 at 6%; with 50% employer match about $146,781 at 4% or $97,854 at 6%; with 100% employer match about $110,085 at 4% or $73,390 at 6%.
201815$352,030$47,236$9,447iApproximate average salary by contribution assumption: employee only about $236,180 at 4% or $157,453 at 6%; with 50% employer match about $157,453 at 4% or $104,969 at 6%; with 100% employer match about $118,090 at 4% or $78,727 at 6%.
Patricia Chiu, D.D.S., M.S. PC. Retirement Plan-5$352,030$47,236$9,447iApproximate average salary by contribution assumption: employee only about $236,180 at 4% or $157,453 at 6%; with 50% employer match about $157,453 at 4% or $104,969 at 6%; with 100% employer match about $118,090 at 4% or $78,727 at 6%.
201715$335,303$47,489$9,498iApproximate average salary by contribution assumption: employee only about $237,445 at 4% or $158,297 at 6%; with 50% employer match about $158,297 at 4% or $105,531 at 6%; with 100% employer match about $118,722 at 4% or $79,148 at 6%.
Patricia Chiu, D.D.S., M.S. PC. Retirement Plan-5$335,303$47,489$9,498iApproximate average salary by contribution assumption: employee only about $237,445 at 4% or $158,297 at 6%; with 50% employer match about $158,297 at 4% or $105,531 at 6%; with 100% employer match about $118,722 at 4% or $79,148 at 6%.
201615$189,194$47,557$9,511iApproximate average salary by contribution assumption: employee only about $237,785 at 4% or $158,523 at 6%; with 50% employer match about $158,523 at 4% or $105,682 at 6%; with 100% employer match about $118,893 at 4% or $79,262 at 6%.
Patricia Chiu, D.D.S., M.S. PC. Retirement Plan-5$189,194$47,557$9,511iApproximate average salary by contribution assumption: employee only about $237,785 at 4% or $158,523 at 6%; with 50% employer match about $158,523 at 4% or $105,682 at 6%; with 100% employer match about $118,893 at 4% or $79,262 at 6%.
201515$186,996$45,971$9,194iApproximate average salary by contribution assumption: employee only about $229,855 at 4% or $153,237 at 6%; with 50% employer match about $153,237 at 4% or $102,158 at 6%; with 100% employer match about $114,928 at 4% or $76,618 at 6%.
Patricia Chiu, D.D.S., M.S. PC. Retirement Plan-5$186,996$45,971$9,194iApproximate average salary by contribution assumption: employee only about $229,855 at 4% or $153,237 at 6%; with 50% employer match about $153,237 at 4% or $102,158 at 6%; with 100% employer match about $114,928 at 4% or $76,618 at 6%.
201415$140,087$46,463$9,293iApproximate average salary by contribution assumption: employee only about $232,315 at 4% or $154,877 at 6%; with 50% employer match about $154,877 at 4% or $103,251 at 6%; with 100% employer match about $116,158 at 4% or $77,438 at 6%.
Patricia Chiu, D.D.S., M.S. PC. Retirement Plan-5$140,087$46,463$9,293iApproximate average salary by contribution assumption: employee only about $232,315 at 4% or $154,877 at 6%; with 50% employer match about $154,877 at 4% or $103,251 at 6%; with 100% employer match about $116,158 at 4% or $77,438 at 6%.
201315$89,547$44,256$8,851iApproximate average salary by contribution assumption: employee only about $221,280 at 4% or $147,520 at 6%; with 50% employer match about $147,520 at 4% or $98,347 at 6%; with 100% employer match about $110,640 at 4% or $73,760 at 6%.
Patricia Chiu, D.D.S., M.S. PC. Retirement Plan-5$89,547$44,256$8,851iApproximate average salary by contribution assumption: employee only about $221,280 at 4% or $147,520 at 6%; with 50% employer match about $147,520 at 4% or $98,347 at 6%; with 100% employer match about $110,640 at 4% or $73,760 at 6%.
201213$37,897$37,896$12,632iApproximate average salary by contribution assumption: employee only about $315,800 at 4% or $210,533 at 6%; with 50% employer match about $210,533 at 4% or $140,356 at 6%; with 100% employer match about $157,900 at 4% or $105,267 at 6%.
Patricia Chiu, D.D.S., M.S. PC. Retirement Plan-3$37,897$37,896$12,632iApproximate average salary by contribution assumption: employee only about $315,800 at 4% or $210,533 at 6%; with 50% employer match about $210,533 at 4% or $140,356 at 6%; with 100% employer match about $157,900 at 4% or $105,267 at 6%.
201010$0$0-
PATRICIA CHIU, DDS, MS, PC 401(K) PROFIT SHARING PLAN-0$0--
200913$156,673$30,722$10,241iApproximate average salary by contribution assumption: employee only about $256,017 at 4% or $170,678 at 6%; with 50% employer match about $170,678 at 4% or $113,785 at 6%; with 100% employer match about $128,008 at 4% or $85,339 at 6%.
PATRICIA CHIU, DDS, MS, PC 401(K) PROFIT SHARING PLAN-3$156,673$30,722$10,241iApproximate average salary by contribution assumption: employee only about $256,017 at 4% or $170,678 at 6%; with 50% employer match about $170,678 at 4% or $113,785 at 6%; with 100% employer match about $128,008 at 4% or $85,339 at 6%.
200815$92,563$32,379$6,476iApproximate average salary by contribution assumption: employee only about $161,895 at 4% or $107,930 at 6%; with 50% employer match about $107,930 at 4% or $71,953 at 6%; with 100% employer match about $80,948 at 4% or $53,965 at 6%.
PATRICIA CHIU, DDS, MS, PC 401K PROFIT SHARING P-5$92,563$32,379$6,476iApproximate average salary by contribution assumption: employee only about $161,895 at 4% or $107,930 at 6%; with 50% employer match about $107,930 at 4% or $71,953 at 6%; with 100% employer match about $80,948 at 4% or $53,965 at 6%.
200713$98,609$27,059$9,020iApproximate average salary by contribution assumption: employee only about $225,492 at 4% or $150,328 at 6%; with 50% employer match about $150,328 at 4% or $100,219 at 6%; with 100% employer match about $112,746 at 4% or $75,164 at 6%.
PATRICIA CHIU, DDS, MS, PC 401K PROFIT SHARING P-3$98,609$27,059$9,020iApproximate average salary by contribution assumption: employee only about $225,492 at 4% or $150,328 at 6%; with 50% employer match about $150,328 at 4% or $100,219 at 6%; with 100% employer match about $112,746 at 4% or $75,164 at 6%.
200613$90,733$87,870$29,290iApproximate average salary by contribution assumption: employee only about $732,250 at 4% or $488,167 at 6%; with 50% employer match about $488,167 at 4% or $325,444 at 6%; with 100% employer match about $366,125 at 4% or $244,083 at 6%.
PATRICIA CHIU, DDS, MS, PC 401K PROFIT SHARING P-3$90,733$87,870$29,290iApproximate average salary by contribution assumption: employee only about $732,250 at 4% or $488,167 at 6%; with 50% employer match about $488,167 at 4% or $325,444 at 6%; with 100% employer match about $366,125 at 4% or $244,083 at 6%.